Portfolio Manager Job Vacancies in Bangalore

1.Engage with prospective customers, understand their requirements, and suggest suitable properties.2.Conduct site visits with clients and provide complete project information.3.Build and maintain strong relationships with developers and clients.4.Meet monthly sales targets and contribute to the overall team performance.5.Stay updated on market trends, pricing, and competitor activities.6.Ensure proper lead follow-ups and maintain accurate records in the CRM.

Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.

Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills

Job Description: Managing team with their daily reporting, visit schedule alignment, query resolution with visits and documentation and drive them to deliver allotted task more efficiently. Maintain consistency in data collection process.. Checking the valuation reports APF reports, LIE (Lender Independent Engineer) valuation Reports, Project Valuation reports of individual cases, prepared by junior officers. Verify monthly reports (project monitoring, corporate and retail valuations), submit and co-ordination with Banks. Ensure that assigned targets are met on time with no lapse in coverage of projects in the assigned region. Visit, all subscribed projects at pre-determined frequency, collect data and update the same in the system. This profile would require frequent travelling within the city and to other regions. Knowledge of Technical due diligence is an added advantage.

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Handling portfolioWorking with retail liability productAlso handling CASA salesWork in individual role

Position:Senior Relationship Manager (Elite RM/ Platinum RM)CTC: up to 11 LPA+ IncentivesExp. 3+ Yrs. in portfolio management/relationship management/ Business Loan/ SME Loan/ Trade & Forex Sales from Banking IndustryLocation: Chennai, Hyderabad, Bangalore & AhmedabadEducation: Graduate/ PGIndustry: BankingGrade: Manager/ Sr. ManagerJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD& Mutual Funds etc.Going for 3-4 clients meeting on daily basis to generate revenue.Sales of Business Loan/ SME Loan and Trade & Forex products.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Age should be below 36 yrs. old.

Position: SALES MANAGERExperience: 8 - 12 Years of experienceLocation: Hyderabad, Delhi, BangaloreAbout this Job:The ideal candidate will lead in to generate and engage with channel partners to build new business for the company. This candidate will be focused and have strong communication skills. They should be having experience in managing teams and handling Clients for both B2B & B2C.Job Responsibilities:Channel Sales Role To acquire, establish, maintain and deepen the relationships with channel partners/distributors (IFAs/MFD/Wealth Managers, etc.) and drive sales of fractional ownership and other products of the organization.You will be dealing with Banking/ Mutual Funds/AIF/PMS/ Finance/Insurance Industry/Wealth Management/Real Estate Partners. To Tie-up with channel partners and other organized/unorganized channels and to drive the sales. To Train and assist the channel partners on our products and platform. To conduct regular events and activities to engage the partners and acquire new partnersTo maintain the database of the partners/clients, etc in an organized manner.To be willing to travel for events/seminars as per the requirements of the channel partner.To be willing to take care and manage the team along with deliverables.Job Requirements:Must have experience in Banking/ Finance/Insurance Industry/Wealth Management.Good to have connections with channel partners and worked in the CRM Portfolio.Should be comfortable traveling and meeting clients on the go.Excellent Communication skills and Interpersonal Skills.Proficiency in native language is an added advantage to the requirement.A Master's Degree is mandatory.Seek New Business and Meet Targets.Team building and team leading skills.Experience level - 8-12 yrs

Job Role: Portfolio ManagerJob Location:BangaloreQualification: Any Graduate Minimum 3+ Years in Insurance sales with field work.experienceMust have good communications skills in EnglishMust have 2 wheeler

Branch Manager-1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.BOM-1. Lead the Service Team.2. Ensuring regulatory and procedural compliance3. Audit of the branch4. Ensuring service excellence to enhance portfolio,control retention and better cross sell5. Authorize and check RO / SO entries6. Check end of products7. Check vouchers to clear transactions above 10lakhs8. Vault / Key custodianRelationship Manager-1. Develops new and expands existing High Net worth Customer relationships for liabilities.2. Ensures high levels of customer service orientation and application of bank policy.3. Cross sells existing bank products to customers.4. Informs customers of new products or product enhancements to further expand the banking relationship.5. Plans and conducts special sales initiatives and events for prospective and existing clients.6. Coordinates with other group companies to provideseamless access to other products.7. Maintains complete relationship record for assigned customer accounts.8. Tracks customer complaints/queries and turnaround times for customer satisfaction.

Patent Portfolio manager required (Technical Specialist)Location- Bangalore, GurgaonQualification- any bachelor or masters degree in engineering.skills- Technical Analysis, strategy formulationSalary- best in the industry.RegardsKajal BhatiHR Recruitment OfficerSpace Consultant

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads

We have vacant of 100 Equity Advisor Jobs in Hyderabad,Bangalore,Mumbai Experience Required : 2 Years Educational Qualification : M.B.A/PGDM Skill Portfolio Management,Equity Sales,Demat,Equity Research, Relationship Manager Dealing,Broking,Client acquisition etc.

Day shift (9am-6pm) Monday - Friday Job Description Assist the company in acquiring new customersCross-sell and up-sell to existing customersSupport the customer in the stock and commodity marketsMaintaining a cordial relationship with the customerSkills Required: Strong communication in English ( mandatory) and any other mother languageCreative talents:In-depth knowledge of the industry and its current eventsThe ability to handle pressure and meet targetsAttention to detailNote: Work from Office

Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.

Job Description for #IP #paralegalExperience: 1+ years. Qualification: #Science/ #Law graduate is preferred.Location: #BangaloreSalary: 2.5 LPA to - 4 LPA (Negotiable)Roles and responsibilities:Perform the administrative part of the #patent portfolio management, i.e, filing and prosecuting patent applications in accordance with our internal policies and patent law in INDIA, #USPTO, #PCT majorly and other jurisdictions. Handling of formal documents, recording of data and handling of tasks and workflows in our IP management system. Responsible for preparing and filing documents with related deadlines for various patent applications which are an integral part of the process of #patenting. Maintaining invention and #patent records. Responsible for tracking the status of patent applications from time to time & coordinating incoming and outgoing notices/communications from/to Patent offices like from #IPO, USPTO, #WIPO. Responsible for the notifications, reminders and follow ups with the patent office, various stakeholders and clients from time to time to maintain the patent applications. Take care of the patent deadlines by ensuring that all filings like patent filing, response filings, PCT filings, National phase filings, renewal payments etc are done in the given deadline.About Company:It is a full service intellectual property consulting firm with offices in Bangalore and Mysore (India), California (USA) and Dubai (UAE).We are experts in acquiring, securing and registering patent and managing IP portfolios. Through our spread of offices, correspondents and networks (national and international), we offer clients an international capability with an expertise in all matters relating to patents and innovation management in India and abroad. We are experts in acquiring, securing and registering patent and managing IP portfolios.Thanks and Regards,Kapil ChaudharyHR Recruiter - Space Consultant

Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, Sys

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

Call handling as per defined standards.Meet the defined objectives of the Portfolio managed by VRMSales- CASA other retail banking products + cross sellInteraction QualityAudit and Service QualityMIS ReportingPortfolio Management