82 Client Portfolio Manager Jobs in Mumbai
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Private Wealth Advisor Careerfit.ai - Mumbai, Maharashtra, India indicators, and investment opportunities to make informed recommendations and adjustments to clients' portfolios. Proactively identify opportunities to expand the client base through referrals, networking 2 days ago
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Investment Analyst - India Small Cap Equities Aquis Search - Mumbai, Maharashtra, India directly to a Portfolio Manager based in Singapore and will be a part of the Equities Fundamental team, with a focus on Indian small-cap equities. Responsibilities: - Conduct in-depth research and analysis 2 days ago
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Urgent Requirement For Audit Manager freshers 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 5 days ago
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Private Wealth Manager Talent Corner HR Services Pvt Ltd - Mumbai, Maharashtra, India investment opportunities/financial market trends to determine whether they fit into client portfolios. Ensure on going Self development: Keep yourself updated with latest market information, prevailing 2 days ago
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Area Head - Wealth 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 4 days ago
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Kotak Mahindra - Investment Advisor (3-5 yrs) 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 7 days ago
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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 6 days ago
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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 13 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 7 days ago
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Senior Relationship Manager / Assistant Vice President - Employee Health & Benefits - Mumbai Marsh India - Mumbai Metropolitan Region Relationship Manager/ Assistant Vice President- Employee Health & Benefits We will count on you to: Responsible for developing new clients and servicing existing clients. Studying the client's existing portfolio 13 days ago
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