60 Client Portfolio Manager Jobs in Mumbai - page 2
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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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Audit And GST Executive Bhauwala & Associates - Santacruz East, Mumbai/Bombay , the Account Manager is responsible for the portfolio's overall health. What you get? Open environment where we celebrate our successes and failures. Hands on experience and freedom to explore new things ₹10,000 - ₹35,000 monthly 15 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 26 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 29 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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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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Senior Wealth Advisor MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED - Mumbai, IN on large amounts of data and streamline them into standard formats. Working closely with other advisors, portfolio managers, and specialists to deliver integrated wealth management services. Support More than 30 days ago
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Dealer- PMS Fixed Income (Manager/Senior Manager), Mumbai Talent Leads Consultants - Mumbai in client / mandate portfolio management and trade – investment recommendations for the various fixed income mandates under PMS division The mandates include advising investments in money market assets 7.00 LPA To 8.00 LPA INR 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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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 28 days ago
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