73 Client Portfolio Manager Jobs in Mumbai Suburban District - page 2
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Equity Analyst 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 26 days ago
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Wealth Manager (Sr. Assistant Manager / Manager) RECEX Pvt. Ltd. - Mumbai Job Description of Wealth Manager (Sr. Assistant Manager / Manager) Job Role: The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building 6.00 LPA To 10.00 LPA INR 16 days ago
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Specialist, Compliance & Monitoring , Priority Sector Lending DBS Bank - Mumbai, Maharashtra, India Key Accountabilities Support Relationship Managers / Credit Officers on ad-hoc requests related to new transactions or other portfolio reviews. Understanding the Banks process and preparing quarterly 29 days ago
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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 More than 30 days ago
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JPMorgan Chase - Quantitative Developer - Wholesale Credit Risk Implementation J.P. Morgan Services India Private Limited - Mumbai, India management. As a global team, QR partners with traders, marketers and risk managers across all products and regions, contributes to sales and client interaction, product innovation, valuation and risk 60 28 days ago
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Practice Manager HyrEzy Talent Solutions - Hyderabad/Pune/Mumbai, India 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 engineering 40 More than 30 days ago
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Growth Coordinator - Telesales - Mutual Fund/Insurance (2-3 yrs) Mumbai (BFSI Sales) Alpha HR - Mumbai Responsibility :- Scheduling client meetings daily for sales, attending phone calls, dealing with clients' queries, processing transactions, and managing the client's portfolios as and when necessary More than 30 days ago
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Relationship Manager - Wealth Management - Investment/Trading Product (5-15 yrs) Mumbai (BFSI Sales) TalentAhead India Pvt Ltd - Mumbai relations tactics.Wealth Manager Responsibilities:- Handling HNI/UHNI clients- Acquire the new customers as well as maintaining the portfolio of existing customers- Advising clients on financial products More than 30 days ago
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IDFC Bank/ Branch Relationship Manager / Mumbai Acura Solution - Mumbai, Mumbai-Suburbs, Navi-Mumbai 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 ServicesThe 5.00 LPA To 8.00 LPA INR More than 30 days ago
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Wealth Management Analyst MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED - Mumbai, IN and client portfolio reviews and seek information from various product manufacturers. Support our senior relationship managers in day-to-day activities while managing our HNI clients and network. Should More than 30 days ago
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