Product Portfolio Management Jobs

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.

Support Manager - Operations and work closely with the team to cover the following deliverables:Handle end-to-end PMS and fund accounting activities, including NAV working, unit reconciliation, and expense allocationManage daily execution of trades, liquidity bifurcations and EOD bifurcations of tradesMaintain third party software package for clients' portfolios and related excel sheetsLiaison with brokers and custodian to resolve trades related issuesManage clients' fund flows for investments in third-parties' products (i.e., MFs, PMSs, AIFs, PE/VC funds, etc.)Preparation of SEBI monthly reportingReconciliation of fees and expenses on a monthly basisReconciliation of clients accounts on daily, monthly and quarterly frequenciesPerformance and attribution analyses of clients' portfolios on a quarterly basisPreparation of tax computation for overseas clientsQUALIFICATIONS:1. Excellent knowledge of excel is a MUST2. M. Com degree or CA (Intermediate) with 2-5 years of relevant experience in Operations at a financial institution (PMS/asset management companies (AMC), custodians, banks, brokers, etc.)3. Attention to detail is a MUST4. Ability to comprehend financial reports5. Strong written and verbal communication skills will be an added advantage in this role

We require candidates who are experts in Catalogue creation, management on GeM & on e tendering portals

Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.

Job descriptionMaintain up-to-date knowledge of financial services industry happenings and current events. Conduct primary and secondary research on fixed income and equity markets from industry sources.Required Candidate profileExperience in equity markets 3 years is a mustPreference-MBA (Finance)Equity modelling and strong fundamental knowledge will be preferred.

Company Name- Triventure Advisory Pvt Ltd, Bandra BKC Business Associate of Motilal Oswal Relationship ManagerLooking up for Candidates from BFSI Sector and who has Experience/Knowledge into Stock Market or Broking firmCandidate who can sell all financial products - MF, SIP, Equity, Commodity, Currency, PMS, Options etc.Immediate joiner or who can join within a 10-15 days or with a month.3+ years of hard core experience in Sales profile for selling all Financial product.Salary :- No Bar For Right Candidate.Roles and Responsibilities :1) Acquiring new clients for Demat & Trading accounts through networking, data base and references.2) End to end customer relationship management.3) Meet Non-Trading Customers and activate them.4) Sell online accounts to customers and encourage them to trade online.5) Have a customer centric approach and ensure that customers are serviced well.6) Ensure that the customer actively trades after opening the account.7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) Keep track of evolving financial markets and government policies which impact approach and strategies.NOTE- candidate should have minimum clients database and should be able to work on personal searching. Company can provide 50% Leads and remaining 50% must be done by Candidate itselfQualifications and Experience:Graduation/Post Graduation in any stream.Working days : Monday to Friday.Working Hours : 9am to 5pm.Location : BKC, Mumbai.

We are Looking for Relationship Manager / Imperia relationship manager with a leading Indian Bank having one of the largest client base in India. Experience - 4 to 10 years. Fixed Salary up to 15 Lakhs. In addition to fixed, an incentive of 34 Lakhs per annum depending upon performance. Candidates with excellent communication, inter-personal and Sales skills only from Banking preferred. Role involves portfolio management for HNI and Ultra HNI clients.

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.

To manage the existing channel partner and develop new channel partner for selling of loan products.To promote products like personal loan, Business loan, Lap auto loan and

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