Portfolio Manager Job Vacancies in Ahmedabad

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

Roles and Responsibilities Generate leads through various channels such as your own referrals, your past client network, social media, networking events, and other resources. Conduct cold calls to potential clients to identify their needs and provide solutions. Visiting Ultra HNI clients and industry associations. Develop strong relationships with existing clients to increase repeat business and referrals. Collaborate with internal teams to ensure seamless execution of sales strategies. Identify new business opportunities by attending industry conferences, seminars, and workshops.

Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

Job Role:1. Acquisition of new customers from market and nurture relationships with them for investment needs.2. Track customer complaints and resolve escalated grievances on a day-to-day basis.3. Conducting 3-4 client meetings daily for revenue generation.4. Generating new sales leads through referrals from existing clients.5. Increasing customer engagement through cross-selling investment and non-investment products.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Age should be below 30 yrs. old.

If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, MF, Insurance, PMS & Structured products offerings.- Manage clients through client visits, suggest financial products to the clients and achievebusiness target.- Responsible for product penetration and increasing clients wallet share.- Identifying prospective clients & acquiring new clients.- Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile- Should have at least 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.*Perks & Benefits:*- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives.

1. Nurture relationships with mapped current accounts for investment needs; maintain regular interactions to assess their needs.2. Responsible for generation of revenues through sale of CA and Third Party Products.3. Penetration of Business Banking products like CMS/POS/Beat services to CA customers.4. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.5. Cross sells existing bank products to customers.6. Informs customers of new products or product enhancements to further expand the bankingrelationship.7. Plan and conduct special sales initiatives and events for prospective and existing clients.8. Coordinates with other group companies to provide seamless access to other products.9. Tracks customer complaints/queries and turnaround times for customer satisfactionAge: Up to 37 Years., At-least 5 yrs. exp. in

Job Description The Relationship Manager will be responsible foracquiring new clients with Self data base/ OpenMarket.Sourcing and servicing Demat A/C,Cross selling products like Insurance, Mutual Funds,PMS ,Helping clients on their Investments and managingtheir overall financial portfolio

We are looking for Relationship Managers / Imperia Relationship Managers with a leading Indian Bank having one of the largest client base in India.Requirements:- to 12 years of Experience in sales of banking products (like: CASA, Loans, Insurance, Mutual Funds, Investments etc)- Excellent sales orientation, inter-personal skill & communication skills- Good networking with HNI / Ultra HNI clients, as role involves handling HNI & Ultra HNI clients

1. Knowledge of broking, operations knowledge, risk profiling of client along withtechnical and fundamental understanding.2. In-depth knowledge of Stocks, Bonds, Mutual funds.3. Cross Selling & Up selling of various products and offering by MOSL.4. Visit to franchisee on monthly basis.5. Coordination with different department (RMS, Risk, Compliance, Sales) forsmooth processing of transaction.6. Generation of brokerage.7. Generation of revenue via cross selling other products and services.Interested candidates can share resumes

JOB DESCRIPTION RETAILRoles & 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.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

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

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.

Good communication skills & presentable candidates No frequent job hoppers Candidate should have LI background and into Agency channel for a minimum of 2 yearsThis channel is designed especially to sell only ULIP product.

Job Role:1. Nurture relationships with mapped clients for investment needs.2. Track customer complaints and resolve escalated grievances on a day-to-day basis.3. Conducting 3-4 client meetings daily for revenue generation.4. Generating new sales leads through referrals from existing clients.5. Increasing customer engagement through cross-selling investment and non-investment products.6. Acquisition of new CASA customers.Job Mandates:1. Good communication & interpersonal skills.2. 1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI Industry3. Candidates with lesser notice period will be given preference.4. Age should be below 35 yrs. old.AMDEPUTY MANAGERRMPORTOFIOLO MANAGERRETAIL BRANCH BANKING