86 Client Portfolio Manager Jobs in State of Maharashtra
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Investment RM Waytogo Consultants - Pune, Maharashtra, India penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Collaboration 2 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 2 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 Yesterday
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Team Lead - Emerging large Corporate YES BANK - Mumbai, Maharashtra, India management of various portfolios handled by the section leaders and ensuring that the client accounts are competently handled Team Management ▪ Manage and lead a group of Relationship Managers to achieve 5 days ago
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Independent Investment Advisor deVere Group - Mumbai Metropolitan Region 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 18 days ago
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Wealth Relationship Manager - HNI Mintskill HR Solutions LLP - Mumbai - chakala MIDC, India Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients banking and investment requirements and will help clients achieve 7 Lac to 15 Lac 6 days ago
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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 18 days ago
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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 19 days ago
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Investment Manager Square Yards - Andheri East, Mumbai/Bombay Development Executive/ Senior Business Development Executive / Investment Manager/Sr Investment Manager/Portfolio Manager & Sales Manager Experience: 0-2 years CTC : 3-3.50 LPA + 25% Flat Incentives Must ₹20,000 - ₹124,000 monthly* 8 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 30 days ago
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