67 Client Portfolio Manager Jobs in Mumbai - page 3
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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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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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Relationship Manager - Corporate Salary - Leading Bank Acura Solutions. - Mumbai City acquisition of corporate salary accounts by sales managers and sales officers.Roles & Responsibilities:Deepen existing portfolio to ensure customer stickiness.Ensure accurate and timely maintenance of desired 5 days ago
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Opening for Branch Relationship Manager for Reputed Private Bank Acura Solutions. - Mumbai City Role/Job Title:Branch Relationship Manager Function/Department: BranchBanking Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial 5 days ago
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Urgent Opening For Equity Advisor - Mumbai Religare Broking (RBL) - Mumbai (All Areas) to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability 2-5.5 Lacs PA INR 10 days ago
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RM-(Corporate Fixed Deposits) Privilege Consultant - Mumbai City,Delhi Scripts, One-off research briefings as well as crisis communication. Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted. 3: Organizational Relationship 7 days ago
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Manager Claims & Contract Giriraj Civil Works - Mumbai the additional time and compensation for Giriraj as per the contract, defines approval requirements and communication changes to the client. • Assisting the project Manager in enforcing and defending Girirajs Not disclosed INR 12 days ago
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AVP- Digital Sales - Mutual Funds Anand Rathi Share and Stock Brokers - Mumbai Suburbs satisfaction levels. Adhere diligently to operational processes and compliance norms. Promote cross-selling initiatives, offering clients a diverse range of products such as Equity, Debt, and Portfolio 15-20 Lacs PA INR 17 days ago
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Advisor (Broking) Apex Services Hiring For Apex services - Navi Mumbai,Thane,Mumbai City,Surat,Ahmedabad for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long 23 days ago
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Lead Analyst-Structured Finance (Credit Research) Sutherland - Hybrid - Bengaluru, Hyderabad, Mumbai (All Areas) closely with the Portfolio Manager with an aim to find value in a potential investment opportunity and thereafter monitor the investments performance. Every analyst will be required to prepare an investment Not disclosed INR 20 days ago
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