Client Portfolio Manager Jobs in Mumbai

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 - 27 days ago

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

from: hirist.com (+1 source) - 29 days ago

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

from: linkedin.com - More than 30 days ago

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

from: linkedin.com - 30 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 - More than 30 days ago

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

from: updazz.com - More than 30 days ago

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

from: updazz.com - More than 30 days ago

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

from: jobitus.com - More than 30 days ago

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

from: jobvertise.com - More than 30 days ago

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

from: jobvertise.com - More than 30 days ago