Client Portfolio Manager Jobs in State of Maharashtra

Finsmart Accounting - Pune, Maharashtra, India

to do general accounting, clients handling and team handling. This role is strictly only for US Account's - R2R experienced candidates. Job Role & Responsibilities: Client Oriented Managing portfolio of 5-10

from: linkedin.com - 3 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

Majesty Techsol Private Limited - Nariman Point, Mumbai/Bombay

We are hiring for a leading financial Distributor for Nariman point location in Mumbai. The JD is as follows: Job Role: The Wealth Manager specializing in HNI Client Acquisition and Relationship ₹50,000 - ₹83,000 monthly*

from: apna.co - 2 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 - 10 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) - 10 days ago

The Xl Academy - Dombivli (East), Mumbai

job for candidates with 1 - 3 years of experience. More about this Portfolio Manager job Please go through the FAQs to get all answers related to the given Portfolio Manager job What is the eligibility criteria ₹30,000 - ₹40,000 /Month

from: jobhai.com - 6 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) - 11 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 - 16 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 - 10 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 - 16 days ago