Portfolio Manager - mumbai, India - Skill Ventory

Portfolio Management Sales

3 days ago

What you will work on**:PMS Sales** · - You get pre-scheduled video meetings with potential clients where you will have to review client's portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of ₹50L & above) · - Inte ...

Portfolio Manager

2 weeks ago

JobRole · Maintainstrong relationship with clients to facilitate daytodaytransactions · MappingEcosystem within portfolio clients to increase walletshare · Expectedto do encompassing wallet exercise to understand opportunities · Workclosely with treasury and trade PSM to identify ...

portfolio manager

3 weeks ago

Job Role: Portfolio/CampaignManager · Location:Mumbai · Responsibilities:CampaignManagement · Understand Portfolio current initiatives and priorities agreed uponby Client s keystakeholders · Create program framework for activation engagement retentionidentifying focusgroups · bas ...

Portfolio Manager

6 days ago

Roles and Responsibilities · Certified Financial Planner · doing Financial Planning for HNI clients in their current role. · Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment · Desired Ca ...

Portfolio Manager

6 days ago

Roles and Responsibilities · Create segmented framework for driving CASA · Values in book. · Create segmented campaigns along with Marketing · team and drive communication · Monitor performance of each segment and · evaluate course correction on a regular basis · Work closely w ...

Portfolio Manager

3 weeks ago

· JOB DETAILS · Use Real Estate expertise to assess risk of investment for clients. · Allocate clients real estate to portfolio based on market trends. · Select real estate properties for investment portfolio. · Perform real estate investment transactions on behalf of clients. · ...

Partnership Portfolio Manager

6 days ago

Partnership Portfolio Manager-(WD55429) Portfolio management role includes following activities for DAand Co-lending Partnerships – Portfolio and pool assessment, designing pool parameters, physical due diligence on the portfolio, NPA monitoring & provisioning, periodic audit & c ...

Associate, Portfolio Management

2 days ago

Description · Role summary: · We are currently seeking a candidate for the position of Associate within our European Direct Lending Group focusing on Portfolio Management. · Strong analytical and interpersonal skills as well as the ability to work well with limited supervisio ...

IT Governance Portfolio Manager

2 weeks ago

Relocation Assistance Offered Within Country · # Mumbai, Maharashtra, India · Who We Are · Colgate-Palmolive Company is a caring, innovative growth company that is reimagining a healthier future for all people, their pets and our planet. Focused on Oral Care, Personal Care, Home ...

IT Governance Portfolio Manager

6 days ago

Relocation Assistance Offered Within Country · # Mumbai, Maharashtra, India · The Experience · In today's dynamic technology environment, it is an exciting time to be a part of the information technology team at Colgate. Our highly technical and innovative team is dedicated to ...

Analyst, Portfolio Management

6 days ago

Description · Role summary: · This position presents candidates with a unique opportunity to join a growing group that offers significant exposure to all phases of the Direct Lending process. · The incumbent will provide support for monitoring corporate debt and equity inves ...

IT Governance Portfolio Manager

6 days ago

Relocation Assistance Offered Within Country · # Mumbai, Maharashtra, India · Who We Are · Colgate-Palmolive Company is a caring, innovative growth company that is reimagining a healthier future for all people, their pets and our planet. Focused on Oral Care, Personal Care, Home ...

Project Portfolio Management

6 days ago

Job Description Oracle Cloud PPM Project Portfolio Management Technical Consultant plays a crucial role in implementing and maintaining · Oracle Cloud PPM solutions Responsibilities typically include system customization integration with other applications data migration and te ...

Portfolio Relationship Manager

6 days ago

Indias Leading Bank isseeking a highly motivated and experienced Portfolio RelationshipManager to join our dynamic branch banking team. · In this role you will play a pivotalpart in building and managing a strong portfolio of High Net WorthIndividual (HNI) clients driving reven ...

Project Portfolio Management

1 week ago

Job Description · Oracle Cloud PPM Project Portfolio Management Technical Consultant plays a crucial role in implementing and maintainingOracle Cloud PPM solutions Responsibilities typically include system customization integration with other applications data migration and techn ...

Portfolio Retention Manager

1 week ago

Job Responsibilities : · Developing and implementing a customer-focused strategy: The CRM would work with senior management to develop a strategy that emphasizes customer satisfaction and loyalty. This might include initiatives such as improved customer service, personalized mark ...

Portfolio Retention Manager

1 week ago

Job Responsibilities : Developing and implementing a customer-focused strategy: The CRM would work with senior management to develop a strategy that emphasizes customer satisfaction and loyalty. · - This might include initiatives such as improved customer service, personalized ma ...

Portfolio Manager-Credit Card

6 days ago

Role/ Job Title : Portfolio Manager – Credit Cards · Function/ Department: Credit Cards · Job Purpose: · The position will be responsible for managing organic portfolio actions for the segment, managing spends and customer lifecycle management along with portfolio, BIU and ...

Manager-Portfolio Data Analytics

6 days ago

Role/ Job Title: Manager-Portfolio Data Analytics · Function/ Department: Wealth Management · Job Purpose: · The role entails the responsibility of providing production support to bank's software applications. It includes administering and resolving day to day production ap ...

RB - Cards:Credit Cards Portfolio Manager

6 days ago

The Credit Cards Portfolio Manager is responsible for developing and initiating portfolio management strategy to drive increase in billings, ANR and revenue across all card products. The Portfolio Manager is also responsible for managing the customer life cycle and for driving pr ...