Showing 9 Portfolio Management Jobs in Kolkata

Roles and Responsibilities Candidates will be required to manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Candidates will be required to build and maintain long-term relationships by handling customer queries Candidates will be required to e

Client Acquisition & AUM Growth,Advisory on Equity, MF, PMS, Insurance& Investment Products, Portfolio Review & Financial Planning, Team Management & Revenue Mo

Client Relationship Management: Build strong and positive relationships with clients, serving as the main point of contact and fostering trust and rapport Needs Assessment: Understand client requirements, objectives, and challenges to provide tailored solutions and services Communication: Communicat

D.B.S.Finvest Private Limited is looking for Loan Officer to join our dynamic team and embark on a rewarding career journey Evaluate loan applications and determine the borrower's creditworthiness and ability to repay the loan Assist clients in understanding loan options and provide guidance through

Dhosa Chandaneswar Bratyajana Samity (DCBS) is looking for Loan Officer to join our dynamic team and embark on a rewarding career journey Evaluate loan applications and determine the borrower's creditworthiness and ability to repay the loan Assist clients in understanding loan options and provide gu

Roles & Resposibilities: Private Wealth & Family Office:- (Senior Manager/ AVP/ DVP/ VP) Key Responsibilities: Client Acquisition & Relationship Management: Develop and maintain relationships with high-net-worth clients to ensure long-term engagement. Identify potential clients and onboard them thro

AlCircle is looking for Metal Trader to join our dynamic team and embark on a rewarding career journey. Execute and manage trades across various financial instruments, including stocks, bonds, commodities, and derivatives, ensuring compliance with regulatory and company guidelines Monitor market tre