Portfolio Manager Job Vacancies in Uttar Pradesh

Position: Equity AdvisorKey Responsibilities:Execute equity trades on behalf of clients with accuracy and timeliness.Monitor and analyze market trends, news, and economic data to support trading decisions.Handle trading terminals and generate brokerage through client advisory.Provide clients with market insights, trading strategies, and investment recommendations.Manage client portfolios to align with investment objectives and risk tolerance.Maintain accurate records of trades and client interactions, ensuring compliance with regulations.Collaborate with research analysts and team members to develop and implement trading strategies.Stay updated with industry developments, regulatory changes, and market conditions.

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

Profile:- Relationship Officer_ Gold LoansKEY RESPONSIBILITIES To source loan clients in line with the business plan and target Create and maintain strict credit discipline, ensuring zero defaults in recovery Monitor the loan portfolio, including conducting loan utilization checks and regular monitoring visits Ensure compliance with policies, procedures, and practices, while continuously contributing to their improvement Maintain accurate and timely record-keeping and reporting Understand customer needs and respond to queries and issues to ensure customer satisfaction Complete loan contracts by explaining provisions to applicants, obtaining signatures and notarization, and collecting fees Perform any other work assigned from time to time.Qualification: Graduate in any disciplineExp:- 1-3 years of relevant experience in Gold loans / BFSI domain.CTC:- 3lpa- 4lpa Interested one can call or drop your CV - 7302599924Age :- 28 yrs

HIRING- Square Yards Work Location: Noida Salary Package: 3-12LpaDirectly message me your CV here on LinkedInWe Are Hiring for the following roles: Investment Manager & Sr. Investment Manager (Associate/Sales Executive Role) Portfolio Manager & Sr. Portfolio Manager (Team Leader Role) Area Manager (Managerial Role) Why Choose Us? 1 Self-Goal Sheet Appraisals: Take charge of your growth and set your own targets! 2 Up to 40% Incentives on Revenue: Maximise your earnings with one of the highest incentives in the industry! 3 Attractive Fixed Salary: Enjoy financial stability with a competitive fixed pay! 4 50% Advance Incentives: Get instant rewards with 50% of your incentives paid in advance on revenue generated! 5 ESOPs on Every Sale: Become part of our growth with Employee Stock Options! 6 Balanced Work-Life: Enjoy a healthy work-life balance with 5 days of work and 2 days off! What We're Looking For: Must have a Team handling experience. Minimum 1-2 years in sales where real estate experience would be an add-on. Strong communication, presentation, and negotiation skills. Bachelor's degree or equivalent education.Rest will be discussed during the interview. Your Role: Engage with clients to understand their property needs and preferences. Present Square Yards' offerings with confidence and professionalism. Negotiate and close deals to exceed sales targets of your team. Build and maintain strong, lasting relationships with clients. Up to date with industry trends, market conditions, and competitors.

We require candidates who are experts in Catalogue creation, management on GeM & on e tendering portals

Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level Be an integral member of the advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth Deliver sound investment advice and strategies based on market performance Develop and implement project management methodologies and best practices to build on the teams skills and abilities Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards Currently handling portfolio of above 10CR in equity and giving consistent returns on quarterly basis. Preparation of detailed financial statements and in-depth Analysis & Valuation of companies under coverage. Working independently on companies for preparing detailed financial models and preparing detailed equity research reports. Preparing peer comparison analysis to identify the potential company for investment, following every news for the same. Tracking major events across global markets, specifically equity markets and analysing their effects on the local stock markets and related asset classes. Analysing stock specific movements. Tracking sharp movements on certain stocks, and analysing daily, monthly movements and finding reasons for the same. New Stocks idea generation

Job Description: Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation.Position: Sales Manager/ Relationship manager EquityLocation: Noida, Gurgaon, KolkataExperience: 5-15 yearSalary: upto 30 lakhs per annum

Branch Manager-1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.BOM-1. Lead the Service Team.2. Ensuring regulatory and procedural compliance3. Audit of the branch4. Ensuring service excellence to enhance portfolio,control retention and better cross sell5. Authorize and check RO / SO entries6. Check end of products7. Check vouchers to clear transactions above 10lakhs8. Vault / Key custodianRelationship Manager-1. Develops new and expands existing High Net worth Customer relationships for liabilities.2. Ensures high levels of customer service orientation and application of bank policy.3. Cross sells existing bank products to customers.4. Informs customers of new products or product enhancements to further expand the banking relationship.5. Plans and conducts special sales initiatives and events for prospective and existing clients.6. Coordinates with other group companies to provideseamless access to other products.7. Maintains complete relationship record for assigned customer accounts.8. Tracks customer complaints/queries and turnaround times for customer satisfaction.

Manager Responsibilities:Contacting potential clients to establish rapport and arrange meetings.Planning and overseeing new marketing initiatives.Researching organizations and individuals to find new opportunities.Increasing the value of current customers while attracting new ones.Finding and developing new markets and improving sales.Attending conferences, meetings, and industry events.Developing quotes and proposals for clients.Developing goals for the development team and business growth and ensuring they are met.Training personnel and helping team members develop their skills

Details:Advising Affluent & HNI clientson their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet of existing clientsProcuring potential/target clientsthrough networking, database, market analysis, and references.Achieving financial goalsEnsurethe highest levels of customer serviceand experience to these HNI customers.

They should to be able to maintain relationship with their customer. The Relationship Manager will build and deepen relationship with the customers through the call and physical meetings ,provide professional and excellent customer service to achieve high customer satisfaction, and retention ,The Relationship Manager must have complete knowledge of his customer profile and his assets and also tracking through his accounts trends.

TruelyMarry.com is taking a Right step to improve the experience and simplify the process of finding a life partner by offering its clients a customized list of prospective matches with whom they can get in touch for free. TruelyMarry.com is a leading online Matrimonial site that offers serious, reputable, confidential, and in-depth professional matchmaking services all over the world. It has gained huge popularity among its members since 2010, connecting many singles with successful people from all walks of life.Relationship Manager is responsible for understanding customer requirements, meeting service metrics guidelines, retaining customers, converting prospects into Sales and assisting them in finding suitable Life partners.Key Responsibility :Understanding the customer requirement accurately,Helping customer find suitable profiles keeping in mind their requirements.Delivering quality service to paid members and working closely to maintain a good rapport with themSearching, screening, short listing, establishing contact, initiating meeting between members and creating success stories.Specifications Generating business in New Accounts and expand business in existing accounts. Pipeline development through a combination of cold calling, email campaigns and market sector knowledge/intelligence Working closely with the CRM Team to generate new pipeline and meet sales targets. Working proactively on all leads and opportunities and drive them towards closure. Fully understand and clearly articulate the benefits Understanding the needs of prospect businesses and working with the technical team in translating those needs into compelling demonstrations showcasing the products capability. Updating internal CRM system with daily updates of sales activity, along with accurate customer and operational data.

Companies to be Tapped : Telesales, Digital Sales, Tele calling companies, Allsec Technologies, Just Dial, Travel Tag, Trivago, Goibibo , Yatra , Make My trip , Ageis, Silaris , Any tele set up companies except currently working with Policy Bazar ,Easy Policy, Compare Policy and Max Bupa.We are okay to hire candidates from any background of Tele-calling from insurance brokers and web aggregators.Candidate should have the following:1. Should have good communication skills- Both English and Hindi2. Should be a graduate at-least or final year result awaited or final year persuing.3. Experience in voice process preferred.4. Flexible with time.5. Ok for sales profile.Experience: 6months-3 yearsEducation: Graduate/ Pursuing Graduate(Final year Pursuing).Job Type: PermanentLocation: NoidaShift Timing :Rotational Days (Roaster Off will be there. (No fixed off)Designation: Relationship Manager Assisted SalesJob Profile:- Office job, no Field Work. Its an outbound and inbound process. They will be calling on the leads(Interested Customer) shared by the company. They will be briefing the customer about the product. They will be convincing the customers to purchase the product and closing the lead. They will have to achieve the Given sales targets.

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.