12 Portfolio Manager jobs in Chennai
Senior Vice President of Wealth Management
Posted 3 days ago
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Job Description
Very urgent requirements for a well reputed NBFC into Private Wealth Management as :
Wealth Relationship Manager
Grade: VP/SVP
Location: Chennai
Individual & Playing Captain Role both profiles are available
Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role.
CTC: Open up to 75 LPA
Job Purpose
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
Key Deliverables
- Critical
- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Routine
- Analyse client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite
- Provide regular updates to the immediate superior as and when required
- Create and enforce plans that will help meet the needs of the customer.
Role Requirements
- Educational Qualifications: Graduation / Post Graduation in any discipline
- Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
- Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
- IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)
Applications Development Manager - Anna's Portfolio
Posted 1 day ago
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Job Description
Découvrez votre prochaine opportunité au sein d'une organisation qui compte parmi les 500 plus importantes entreprises mondiales. Envisagez des opportunités innovantes, découvrez notre culture enrichissante et travaillez avec des équipes talentueuses qui vous poussent à vous développer chaque jour. Nous savons ce qu'il faut faire pour diriger UPS vers l'avenir : des personnes passionnées dotées d'une combinaison unique de compétences. Si vous avez les qualités, de la motivation, de l'autonomie ou le leadership pour diriger des équipes, il existe des postes adaptés à vos aspirations et à vos compétences d'aujourd'hui et de demain.
**Fiche de poste :**
**Moving our world forward by delivering what matters!**
**UPS is a company with a proud past and an even brighter future. Our values define us. Our culture differentiates us. Our strategy drives us. At UPS we are customer first, people led and innovation driven. UPS's India based Technology Development Centers will bring UPS one step closer to creating a global technology workforce that will help accelerate our digital journey and help us engineer technology solutions that drastically improve our competitive advantage in the field of Logistics.**
**'Future You' grows as a visible and valued Technology professional with UPS, driving us towards an exciting tomorrow. As a global Technology organization we can put serious resources behind your development. If you are solutions orientated, UPS Technology is the place for you. 'Future You' delivers ground-breaking solutions to some of the biggest logistics challenges around the globe. You'll take technology to unimaginable places and really make a difference for UPS and our customers.**
**Job Summary**
**This position ties technology to our business needs and determines how new solutions, carrier business rules, and industry changes will affect our customers. He/She performs analysis to ensure we maximize the positive impact across the business, documents what needs to be built and certifies the resulting product with our carrier business partners. This position enables the organization to achieve its goals and brings value to our teams and customers.**
**Responsibilities:**
**Works with little or no supervision on projects of moderate to high complexity and independently on projects of low to moderate complexity.**
**Serves as liaison between our Business Development, Development and Quality Assurance teams.**
**Serves as the primary technical contact with carrier partners and certification teams.**
**Contributes to the identification of solutions, elicitation and development of business and functional requirements that meet the needs of the business in a date driven business and application development environment.**
**Primary Skills**
**Azure Cloud, Azure DevOps, .NET core, Java, Python, Angular JS, SQL Server, CI/CD Technologies, KubernetesC#, Java, SAFE, able to learn quick and work in highly scalable teams**
**Qualifications:**
**Highly experienced in Requirements elicitation and documentation analysis**
**Hands-on experience with Software Development tools and ability to perform some scripting tasks**
**Knowledge of Microsoft Office and other documentation tools**
**Bachelor's Degree (or internationally comparable degree) in Computer Science or related field - Preferred**
**Experience with Carrier business rules and industry standards - Preferred**
**Type de contrat:**
en CDI
_Chez UPS, égalité des chances, traitement équitable et environnement de travail inclusif sont des valeurs clefs auxquelles nous sommes attachés._
Applications Development Manager - Anna's Portfolio
Posted 1 day ago
Job Viewed
Job Description
Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow-people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.
**Job Description:**
**Moving our world forward by delivering what matters!**
**UPS is a company with a proud past and an even brighter future. Our values define us. Our culture differentiates us. Our strategy drives us. At UPS we are customer first, people led and innovation driven. UPS's India based Technology Development Centers will bring UPS one step closer to creating a global technology workforce that will help accelerate our digital journey and help us engineer technology solutions that drastically improve our competitive advantage in the field of Logistics.**
**'Future You' grows as a visible and valued Technology professional with UPS, driving us towards an exciting tomorrow. As a global Technology organization we can put serious resources behind your development. If you are solutions orientated, UPS Technology is the place for you. 'Future You' delivers ground-breaking solutions to some of the biggest logistics challenges around the globe. You'll take technology to unimaginable places and really make a difference for UPS and our customers.**
**Job Summary**
**This position ties technology to our business needs and determines how new solutions, carrier business rules, and industry changes will affect our customers. He/She performs analysis to ensure we maximize the positive impact across the business, documents what needs to be built and certifies the resulting product with our carrier business partners. This position enables the organization to achieve its goals and brings value to our teams and customers.**
**Responsibilities:**
**Works with little or no supervision on projects of moderate to high complexity and independently on projects of low to moderate complexity.**
**Serves as liaison between our Business Development, Development and Quality Assurance teams.**
**Serves as the primary technical contact with carrier partners and certification teams.**
**Contributes to the identification of solutions, elicitation and development of business and functional requirements that meet the needs of the business in a date driven business and application development environment.**
**Primary Skills**
**Azure Cloud, Azure DevOps, .NET core, Java, Python, Angular JS, SQL Server, CI/CD Technologies, KubernetesC#, Java, SAFE, able to learn quick and work in highly scalable teams**
**Qualifications:**
**Highly experienced in Requirements elicitation and documentation analysis**
**Hands-on experience with Software Development tools and ability to perform some scripting tasks**
**Knowledge of Microsoft Office and other documentation tools**
**Bachelor's Degree (or internationally comparable degree) in Computer Science or related field - Preferred**
**Experience with Carrier business rules and industry standards - Preferred**
**Employee Type:**
Permanent
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
Senior Property Portfolio Manager
Posted 17 days ago
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Job Description
Responsibilities:
- Develop and implement portfolio-level strategies to enhance property value and financial performance.
- Oversee the financial management of the entire portfolio, including budgeting, forecasting, and reporting.
- Analyze market trends and competitor activity to identify opportunities and risks.
- Manage and mentor property managers, providing guidance and support.
- Ensure all properties in the portfolio comply with legal, regulatory, and safety standards.
- Oversee tenant relations and ensure high levels of tenant satisfaction across the portfolio.
- Lead the negotiation of leases, contracts, and vendor agreements.
- Identify and execute capital improvement projects to maintain and enhance property value.
- Conduct regular portfolio reviews and provide performance reports to senior management and stakeholders.
- Evaluate potential acquisitions and dispositions to optimize the portfolio composition.
- Bachelor's degree in Real Estate, Finance, Business Administration, or a related field. MBA or relevant professional designation (e.g., RICS, CCIM) is a plus.
- Minimum of 7-10 years of progressive experience in real estate portfolio management or senior property management roles.
- Proven experience in managing diverse real estate portfolios (commercial, residential, retail).
- Strong financial analysis, budgeting, and forecasting skills.
- Excellent leadership, communication, negotiation, and interpersonal skills.
- In-depth knowledge of real estate markets, property operations, and legal/regulatory frameworks.
- Proficiency in property management software and financial analysis tools.
- Ability to balance strategic oversight with operational details.
Senior Real Estate Portfolio Manager
Posted 2 days ago
Job Viewed
Job Description
Responsibilities:
- Develop and implement strategic asset management plans to optimize portfolio performance.
- Analyze market trends, identify investment opportunities, and conduct feasibility studies for potential acquisitions.
- Manage the acquisition and disposition of real estate assets.
- Oversee property operations, including leasing, tenant relations, maintenance, and facilities management.
- Develop and manage annual budgets for the real estate portfolio, monitoring expenditures and revenue.
- Perform financial analysis, including cash flow projections, ROI calculations, and risk assessments.
- Negotiate leases, service contracts, and other agreements.
- Ensure compliance with all relevant property laws, regulations, and zoning requirements.
- Prepare regular reports on portfolio performance, market analysis, and investment recommendations for senior management.
- Build and maintain strong relationships with brokers, property managers, legal counsel, and other industry stakeholders.
This position requires a minimum of 7 years of progressive experience in real estate asset management, investment, or portfolio management. A Bachelor's degree in Finance, Real Estate, Business Administration, or a related field is essential; an MBA or advanced degree in a relevant discipline is a strong plus. Demonstrable experience in financial modeling, valuation techniques, and lease negotiations is required. Excellent analytical, problem-solving, and strategic thinking skills are paramount. The ability to work independently and manage a diverse portfolio in a remote setting is crucial. If you are a results-driven professional with a passion for real estate investment and management, we encourage you to apply for this exciting remote opportunity.
Senior Real Estate Portfolio Manager
Posted 9 days ago
Job Viewed
Job Description
Responsibilities:
- Develop and execute comprehensive real estate investment strategies.
- Conduct in-depth market research, financial analysis, and due diligence for potential acquisitions and dispositions.
- Manage the entire lifecycle of the real estate portfolio, including leasing, operations, and property management oversight.
- Identify and mitigate risks associated with real estate investments.
- Prepare detailed financial models, valuation reports, and performance analyses.
- Negotiate purchase agreements, leases, and other real estate contracts.
- Maintain strong relationships with brokers, developers, lenders, and other industry professionals.
- Provide regular reports and strategic recommendations to senior leadership on portfolio performance and market trends.
- Ensure compliance with all relevant legal and regulatory requirements.
- Bachelor's degree in Finance, Real Estate, Economics, Business Administration, or a related field.
- Minimum of 5-7 years of progressive experience in real estate investment, portfolio management, or asset management.
- Proven experience in financial modeling, valuation techniques, and market analysis.
- Strong understanding of real estate law, contracts, and transaction processes.
- Excellent negotiation, communication, and interpersonal skills.
- Demonstrated ability to manage complex projects and deliver results in a remote environment.
- Proficiency in real estate data analytics software and MS Office Suite.
- Master's degree or relevant professional certifications are a plus.
Senior Real Estate Portfolio Manager
Posted 9 days ago
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Job Description
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Senior Real Estate Portfolio Manager
Posted 13 days ago
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Job Description
Key Responsibilities:
- Develop and execute comprehensive investment strategies for a diverse real estate portfolio, including acquisitions, dispositions, and development.
- Conduct in-depth market research, financial analysis, and due diligence for potential real estate investments.
- Manage and optimize the performance of existing portfolio assets to maximize returns and minimize vacancies.
- Oversee asset management activities, including property management, leasing, and capital improvements.
- Develop and manage annual budgets, financial forecasts, and cash flow projections for the portfolio.
- Monitor market trends, economic conditions, and competitive landscape to identify opportunities and risks.
- Build and maintain strong relationships with brokers, developers, lenders, and other industry stakeholders.
- Prepare and present detailed investment memos, portfolio performance reports, and strategic recommendations to senior leadership.
- Ensure compliance with all relevant legal, regulatory, and reporting requirements.
- Identify and implement strategies for risk mitigation and value enhancement across the portfolio.
- Lead and mentor a team of real estate professionals in a remote work environment.
Qualifications:
- Master's degree in Finance, Real Estate, Business Administration, or a related field.
- Minimum of 8-12 years of progressive experience in real estate investment, portfolio management, or asset management.
- Proven track record of successful real estate acquisitions, dispositions, and portfolio growth.
- Strong understanding of real estate markets, valuation methods, and financial modeling (DCF, IRR, NPV).
- Excellent analytical, strategic thinking, and problem-solving skills.
- Demonstrated ability to manage complex financial transactions and large-scale portfolios.
- Exceptional negotiation, communication, and presentation skills.
- Experience with real estate investment software and databases.
- Ability to work independently and effectively manage responsibilities in a fully remote setting.
- Professional designations such as CFA or CCIM are a significant plus.
- Familiarity with international real estate markets is advantageous.
Senior Real Estate Portfolio Manager
Posted 15 days ago
Job Viewed
Job Description
Responsibilities:
- Oversee the acquisition, development, and disposition of real estate assets.
- Conduct market analysis and financial feasibility studies for potential investments.
- Manage existing property portfolio, including leasing, operations, and tenant relations.
- Develop and implement strategic plans to maximize property value and ROI.
- Prepare and manage budgets, financial reports, and forecasts.
- Ensure compliance with all legal, regulatory, and ethical standards.
- Negotiate contracts and agreements with vendors, tenants, and partners.
- Oversee property maintenance, renovations, and capital improvement projects.
- Build and maintain strong relationships with stakeholders, including investors, brokers, and community leaders.
- Bachelor's degree in Real Estate, Finance, Business Administration, or a related field. Master's degree preferred.
- Minimum of 5-7 years of progressive experience in real estate asset management or portfolio management.
- Proven track record of successful real estate transactions and portfolio growth.
- Strong understanding of real estate markets, investment strategies, and financial principles.
- Excellent analytical, financial modeling, and negotiation skills.
- Proficiency in real estate software and MS Office Suite.
- Exceptional communication, interpersonal, and leadership abilities.
Senior Real Estate Portfolio Manager
Posted 19 days ago
Job Viewed