Client Portfolio Manager Jobs

Waytogo Consultants - Mumbai, Maharashtra, India

& Insurance, Asset products, Trade Forex Monitoring & reviewing Relationship Manager’s Portfolio quality and hygiene metrics Achievement of Relationship Manager Targets Effectively manage and motivate

from: linkedin.com - Yesterday

IndusInd Bank - Gurugram, Haryana, India

& Portfolio Review & reports of performance Fund manager conference calls Brokerage Management & negotiation Lead & Analytic Management Process & Compliance Adherence Ranking Process, Model Portfolio, asset

from: linkedin.com - Yesterday

HyrEzy Talent Solutions - India, IN (+1 location)

clearly and succinctly. - Monitor on-site and remote day-to-day activities between client and CSOD personnel during the projects. - Interact with account managers, sales, support, success, product

from: adzuna.in (+1 source) - 3 days ago

Kotak Alternate Asset Managers Limited - Mumbai Metropolitan Region

client portfolios. Job Role 1. Collaborate with Private Bankers and Relationship Managers in acquiring Investment Advisory clients 2. Manage the financial planning and investment advisory process for HNI

from: linkedin.com - 3 days ago

Live Connections - Hyderabad, Telangana, India

a seasoned Relationship Manager to join our team in Hyderabad. The ideal candidate will have a proven track record of 4-8 years in portfolio management, high net worth individual (HNI) client handling, trade

from: linkedin.com - 3 days ago

M. P. Chitale & Co. - Mumbai

the operational and compliance environment of the above entities. we cater to around 15 mutual funds, 12 portfolio managers and so on. the job involves visiting client place, interaction with all departments Not Disclosed

from: placementindia.com - 2 days ago

deVere Group - Mumbai Metropolitan Region (+1 location)

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want

from: linkedin.com - 7 days ago

Marsh McLennan - Gurugram, Haryana, India

to have: Knowledge & Skills: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside

from: linkedin.com (+1 source) - 7 days ago

Kotak Mahindra Capital Company Ltd - Mumbai

client portfolios. Job Role: 1. Collaborate with Private Bankers and Relationship Managers in acquiring Investment Advisory clients 2. Manage the financial planning and investment advisory process for HNI

from: iimjobs.com - 4 days ago

Intellectual Capital HR Consulting Pvt. Ltd. - Mumbai, Maharashtra, India

news, events, and policy changes impacting Indian markets. Provide timely insights and updates to internal teams and clients. Client Interaction: Collaborate with Portfolio Managers and Investment

from: linkedin.com - 10 days ago