Client Portfolio Manager Jobs in Mumbai

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

from: linkedin.com - 2 days ago

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

from: linkedin.com - 2 days ago

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

from: placementindia.com - 5 days ago

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

from: linkedin.com - 2 days ago

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

from: linkedin.com - 4 days ago

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

from: iimjobs.com - 7 days ago

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

from: linkedin.com - 6 days ago

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

from: linkedin.com - 13 days ago

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

from: hirist.com - 7 days ago

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

from: linkedin.com - 13 days ago