Client Portfolio Manager Jobs in Navi Mumbai

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 - Yesterday

VISTRA - Mumbai, Maharashtra, India

and its’ growth. Key responsibilities: all deliverable are accurately completed on time as per the agreed SLA with client assigned client portfolio, actively motivate, counsel and support teams for goal

from: linkedin.com - 5 days ago

Omkar Placements - Navi Mumbai, Thane, Mumbai (All Areas)

Our client which is into Mutual Funds distribution is looking for : Junior Relationship Manager Profile : Acquiring New Clients Managing portfolios of the existing High Net worth clients Not disclosed INR

from: naukri.com - 20 days ago

VISTRA - Mumbai, Maharashtra, India

and its’ growth. Key responsibilities: all deliverable are accurately completed on time as per the agreed SLA with client assigned client portfolio, actively motivate, counsel and support teams for goal

from: linkedin.com (+1 source) - 5 days ago

Corphive - 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 (+1 source) - 6 days ago

Axis Bank-Securities - Andheri East, Mumbai/Bombay

with portfolio managers to implement trading strategies that align with the clients' investment goals and risk tolerance. Market Analysis: Monitor global financial markets, analyze market trends, and provide ₹59,000 - ₹75,000 monthly

from: apna.co - 5 days ago

ICICI Bank - Mumbai, Maharashtra, India

Relationship Manager/ Regional Head. RM also assists the Senior Relationship Manager/ Regional Head in Client servicing and portfolio management. RM is also responsible to understand & cross-sell retail

from: linkedin.com - 11 days ago

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

from: linkedin.com - 11 days ago

RECEX Pvt. Ltd. - Mumbai

Job Description of Wealth Manager (Sr. Assistant Manager / Manager) Job Role: The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building 6.00 LPA To 10.00 LPA INR

from: jobitus.com - 6 days ago

Invoicemart - Mumbai, Maharashtra, India

with existing clients of bank. Ability to identify clients and grow transactions as the Relationship Manager - Supply Chain Finance Sales, and work in an fintech exciting environment Anchor The Portfolio Manager

from: linkedin.com - 14 days ago