Array ( [0] => portfolio-manager [1] => chandigarh ) Portfolio Manager Graduate Jobs in Chandigarh
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Portfolio Manager Graduate Jobs in Chandigarh

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Relationship Officer

Anshri HR Solution

  • 2 - 5 yrs
  • 8.0 Lac/Yr
  • Chandigarh
Client Acquisition Portfolio Manager Client Relationship Financial Products PMS Insurance Insurance Marketing New Client Acquisition Business Development AUM Growth CRM Compliance Target Achievement MBA Communication Financial Planning HNI Client Handling
Job DetailsLocation: Sco- 59-60 1st Floor Sector 9D Madhya Marg, Chandigarh, Chandigarh, 160009Employment Type: Permanent Employment (Full-time)Work Type: on-siteNo of Openings: 1Created At: 21 August 2025Updated At: 25 September 2025Salary: ,INR 400000 - 800000 / monthlyApplication Deadline: Not specifiedDescription:Job Title: Senior Relationship OfficerExperience Required: 2-5 YearsLocation: Chandigarh (Candidates from Chandigarh Tricity, Punjab, Haryana, or Himachal preferred)Job Type: Full-TimeIndustry: Financial Services / Wealth ManagementSalary Range: 4-8 LPA (Fixed) + Performance-Based VariableNotice Period: Maximum 1 MonthAbout the RoleWe are hiring a highly motivated and client-focused Senior Relationship Officer to join our growing wealth management team. The ideal candidate will have 2-5 years of experience in financial advisory or wealth management firms, with strong skills in client acquisition, portfolio management, and relationship building. This is a client-facing role requiring expertise in financial products such as Mutual Funds, PMS, AIF, Insurance, and Global Offerings. The candidate will play a crucial role in growing AUM (Assets Under Management), acquiring new clients, and delivering need-based wealth solutions.Key ResponsibilitiesClient Acquisition & Business DevelopmentActively acquire new clients for wealth management services including MF, PMS, AIF, Insurance, Stocks, and Global Offerings.Build and leverage a strong professional network to identify potential investors.Successfully onboard clients and drive fresh investments.AUM Growth & Portfolio ManagementManage client portfolios with a focus on AUM growth.Conduct regular portfolio reviews, diversification, and optimization aligned with client goals.Encourage new investments through updated strategies and market opportunities.Client Relationship ManagementMaintain long-term client relationships through proactive communication and quarterly review meetings.Ensure high-quality servicing and timely resolution of queries.Provide market insights, investment performance updates, and financial advice.Knowledge & ComplianceStay updated with financial products, regulatory requirements, and market trends.Ensure ethical sales practices and avoid mis-selling.Maintain confidentiality and protect client data.Target AchievementAchieve monthly and annual sales targets while focusing on client satisfaction.Cross-sell and upsell wealth products based on client needs.Contribute to overall business growth through effective revenue generation.RequirementsBachelors degree in Finance, Commerce, Economics (MBA/CFP/CWM preferred).NISM V-A certification is mandatory.2-5 years of experience in wealth management, banking, or financial advisory.Strong knowledge of financial instruments and wealth products.Excellent communication, interpersonal, and client-handling skills.Proficiency in MS Office, CRM tools, and financial planning software.What We OfferCompetitive fixed salary with attractive incentives.Exposure to HNI and Ultra-HNI clients.Professional mentorship and continuous learning.Fast-track growth opportunities within a client-centric organization.Skills:MS OfficeCRMAUM00Experience: 2 - 5 yearsQualification Requirements: Graduation (10 + 2 + 3)About the CompanyName: Wealthvault Research and Analytics Pvt.LtdAddress:Area: ChandigarhCity: ChandigarhPincode: 160009Street: Sco- 59-60 1st Floor Sector 9D Madhya MargLocation Link: View on MapHiring Need: Immediate
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Sales Manager- Equity,Equity Portfolios,Pms,Mutual Fund

Growthinvesting Pvt. Ltd.

Equity Sales Online Sales Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Relationship Market Analysis Market Forecasting Wealth Manager HNI HNI Client Handling HNI Relationship Manager
Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025
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Portfolio Manager

Paymaster

  • 0 - 6 yrs
  • 7.5 Lac/Yr
  • Chandigarh
Debt Manager Portfolio Manager Telecaller Telesales Telemarketing
Tele callers, executive, DRA trained collectors, DRA trained team leader, DRA trained Managers for Punjab, Haryana, Uttrakhand, Jammu , Himachal Pradesh and Chandigarh.
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Wealth Manager

NIIT LTD

Wealth Management Portfolio Management Relationship Management Walk in
Key ResponsibilitiesManaging Client Relationships Portfolio Analysis & Building AUM (Asset under Management)Acquiring Customers
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Enrollment Councilor (Female)

Growthinvesting Pvt. Ltd.

Educational Sales Equity Sales Online Sales Tele Sales Manager Tele Sales Officer Tele Caller Tele Counselor Tele Marketing Executive Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Management Customer Manager Customer Relationship Market Analysis Market Forecasting Derivative Market Investment Planning Investment Strategies Investment Analysis Investment Management
Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.
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