Latest Client Portfolio Manager jobs

256 Client Portfolio Manager Jobs

Wealth Manager AnandRathi Shares And Stock Brokers Limited - Delhi, India : - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred 2 days ago
Senior Relationship Manager / Assistant Vice President - Employee Health & Benefits - Mumbai Marsh India - Mumbai Metropolitan Region We will count on you to: Responsible for developing new clients and servicing existing clients. Studying the client's existing portfolio and consulting the client in managing their risks. Doing gap analysis 21 days ago
Wealth Manager AASTHA FINTECH PVT. LTD. - Surat, IN DEFINES- JUST MANAGE THE WEALTH WE ARE HAVING A CLIENT BASE OF 10,000+ WHERE WE ARE PROVIDING THE FINANCIAL SERVICES.AND WEALTH MANAGERS NEED TO HANDLE THESE: You need to manage the existing clients 264000 - 400000 per year Yesterday
Employee Health & Benefits Specialist Consult Shekhar Pandey - Gurugram, Haryana, India background preferred • Responsible for servicing existing clients and developing clients • Studying the client's existing portfolio and consulting the client in managing their risks. • Doing gap analysis 3 days ago
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Investment Advisor deVere Group - Gurugram, Haryana, India 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 4 days ago
Assistant Manager T.M.Inputs And Services Private Limited - Agra Hiring for our leading client in Agra for Assistant Manager in collections The Below is the JD Allocation of portfolio to vendor basis the past performance trend and FOS availability, creating ₹25,000 - ₹60,000 monthly* Today
Client Relations Partner - Alternative Investments Shhyfft Consulting Group - Mumbai Metropolitan Region portfolios by offering alternative investment options. Collaborate with private wealth managers and financial advisors. Provide personalized investment advice and solutions and achieve monthly and yearly 9 days ago
SAG - Credit Analyst Axis Bank - Mumbai, Maharashtra, India market, financial statements, technical rations, management, etc. Credit Analysts work closely with Relationship Managers to understand the profile of their clients and their requirements 10 days ago
IDFC Bank / Branch Relationship Manager / Aurangabad Acura Solution - Aurangabad Description Principal Responsibilities:A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment 6.00 LPA To 12.00 LPA INR 28 days ago
Investment Advisor – Selekt 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 14 days ago

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