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Portfolio Manager Jobs

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Hiring For Portfolio Manager

Shivay HR Consulting

  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.
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Looking For Investment Counsellor

Money Beans Services Pvt Ltd

  • 3 yrs
  • Kolkata
Investment Planning Investment Analysis Investment Strategies Mutual Funds Sales AIF PMS Portfolio Analyst Relationship Manager
As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- **Portfolio Management:** Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- **Market Analysis:** Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- **Investment Recommendations:** Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- **Relationship Building:** Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.**Required Skills and Expectations:**Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.
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Wealth Advisor - Full Time

Raina Infovision Pvt Ltd

  • 5 - 11 yrs
  • Chennai
HNI Client Handling HNI Relationship Manager Equity Broking Portfolio Manager Wealth Management
Manage & grow 25L+ Super HNI portfolios. Advise on Equity, Derivatives, Currency & Commodity markets. Drive revenue & cross-sell MF, PMS & Insurance. Acquire & retain Chennai-based HNI clients. NISM/IRDA certifications .Existing Chennai HNI portfolio (mandatory)
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Portfolio Manager (5-10 Years)

Adhikar Finance

  • 5 - 10 yrs
  • 6.5 Lac/Yr
  • Bhubaneswar
Portfolio Monitoring Portfolio Optimization Performance Evaluation Data Analysis Risk Management Market Research Quantitative Skills Financial Modeling Decision-making Client Relations
Key Responsibilities:1. Manage a portfolio of investments: You will be responsible for overseeing a portfolio of investments, including stocks, bonds, and other assets, to ensure they meet the client's financial goals.2. Conduct research and analysis: You will need to analyze market trends, economic indicators, and company financial statements to make informed investment decisions.3. Develop investment strategies: Based on your analysis, you will develop and implement investment strategies to maximize returns while minimizing risk.4. Monitor performance: Continuously monitor the performance of the portfolio and make adjustments as needed to ensure it stays on track to meet the client's objectives.5. Communicate with clients: You will regularly communicate with clients to provide updates on their portfolio performance, discuss investment strategies, and address any questions or concerns.Required Skills and Expectations:1. Strong financial background: A solid understanding of finance and investment principles is essential for this role.2. Analytical skills: The ability to analyze complex financial data and make data-driven decisions is crucial.3. Communication skills: Effective communication skills are necessary to explain investment strategies and performance to clients.4. Time management: The ability to prioritize tasks and manage multiple responsibilities is important in this fast-paced environment.5. Detail-oriented: Attention to detail is key to ensuring accurate analysis and monitoring of the portfolio.
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Equity Advisor

Omega Wealth Management

  • 2 yrs
  • 9.5 Lac/Yr
  • Kolkata
Asset Allocation Industry Knowledge Performance Evaluation Risk Assessment Financial Modeling Financial Analysis Investment Strategies Communication Skills Equity Broking Equity Dealer Equity Trader Share Trading Share Broker Mutual Funds Sales Market Trends Analysis Stock Selection Risk Management Portfolio Management Client Relationship Management Regulatory Compliance
Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.
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Project Portfolio Manager - Planning & Execution

Medha HR Consultants

  • 15 - 20 yrs
  • 20000/Yr
  • United Arab Emirates +1 UAE
PMP Certified Planning & Execution
15 to 20 years of GCC experience in contracting firms (civil construction, marine, infrastructure, building). The ideal candidate should lead and manage a portfolio of civil, infrastructure and marine construction projects. He should be responsible for the coordination and oversight of multiple concurrent projects, ensuring alignment with organization goals, budgetary controls , risk management and timely delivery. He is responsible to provide leadership directions to project managers and site teams, align project execution with strategic business objectives, establish KPIs, progress monitoring, conduct periodic reviews and ensure corrective actions where needed. Education : BE or B Tech Civil / Equivalent + PMP Certified;
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Hiring For Associate – Equity Research - Delhi,Mumbai

JOB24by7 Recruitment Consultancy Services

  • 1 - 3 yrs
  • Delhi
Equity Research Equity Research Analysis Associate Mutual Funds Mutual Funds Sales Investment Investment Analysis Investing Research Portfolio Management Equity Analysis Business Analysis
The Equity Research Associate will work closely with Portfolio Managers and Research Analysts to conduct deep-dive research on potential investment opportunities. The candidate will support industry/stock analyses, financial modelling, primary research, and monitoring of companies and sectors to feed ideas into the investment process.Key ResponsibilitiesPerform industry analysis: assess key trends, competitive strategies of major players, market structure, growth drivers and risks.Benchmark operational & financial performance metrics of major industry players (e.g., margins, growth rates, asset turns, returns).Conduct detailed financial-statement analyses and valuation work: build and maintain financial models (income statements / balance sheets / cash flows), compute valuation (DCF, multiples, residual income, etc.).Monitor continuously: track news flow, business-model changes, quarterly/annual results of companies under coverage and their peers/suppliers/customers.Conduct primary research: meet with companies, competitors, suppliers, customers; listen to quarterly conference calls; prepare summary meeting/call notes.Produce research deliverables: draft write-ups, investment memos, note key findings and investment implications for the team.Assist in the preparation of presentations/reports for internal investment discussions and for the portfolio team.Work with senior team members to identify new ideas, update models and databases, maintain coverage universe.Stay abreast of macro-economic, regulatory and sector developments which may impact company/industry dynamics.Qualifications & SkillsCA with a graduate degree in Economics, Accounts, Business, or Mathematics (or equivalent).13 years of relevant experience in equity research or related field; CFA Level 1 (or prepared) will be an advantage.Outstanding analytical and problem-solving skills; ability to dig into data, ask the right questions, form logical investment insights.Strong written and spoken communication skills; ability to clearly articulate research findings and investment theses.Demonstrated keen interest in equity markets and investments, with good understanding of company financials.Excellent modelling capabilities with MS Excel and strong comfort with numbers/financial statements.Ability to work under pressure and manage multiple tasks simultaneously, with good time-management skills.A self-starter, curious / proactive, with attention to detail and willingness to learn.Preferred AttributesStrong quantitative skills, good comfort with valuation techniques and financial modelling.Good business acumen & commercial mindset: understanding how industries work, business models evolve, competitive dynamics matter.Ability to synthesize large amounts of information into actionable investment ideas.Teamoriented but able to work independently on defined assignments.Comfortable meeting management, industry participants, attending calls, summarising key points for the investment team.
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Portfolio Manager

Value for Money Real Estate Consultancy

  • 0 - 2 yrs
  • Bangalore
CRM Sales Field Sales Lead
1.Engage with prospective customers, understand their requirements, and suggest suitable properties.2.Conduct site visits with clients and provide complete project information.3.Build and maintain strong relationships with developers and clients.4.Meet monthly sales targets and contribute to the overall team performance.5.Stay updated on market trends, pricing, and competitor activities.6.Ensure proper lead follow-ups and maintain accurate records in the CRM.
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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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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.
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Wealth Manager

Boyen Haddin

Mutual Funds Sales Banking Sales Portfolio Management Services
Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills
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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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Opening For Regional Manager

PropEdge Valuations Pvt Ltd

Valuation Analysis Portfolio Valuation
Job Description: Managing team with their daily reporting, visit schedule alignment, query resolution with visits and documentation and drive them to deliver allotted task more efficiently. Maintain consistency in data collection process.. Checking the valuation reports APF reports, LIE (Lender Independent Engineer) valuation Reports, Project Valuation reports of individual cases, prepared by junior officers. Verify monthly reports (project monitoring, corporate and retail valuations), submit and co-ordination with Banks. Ensure that assigned targets are met on time with no lapse in coverage of projects in the assigned region. Visit, all subscribed projects at pre-determined frequency, collect data and update the same in the system. This profile would require frequent travelling within the city and to other regions. Knowledge of Technical due diligence is an added advantage.
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Relationship Manager Jobs For Freshers - Bhagalpur/Kanpur

Skywings Advisors Private Limited

Relationship Officer Sales Field Sales Loans Gold Loans Asset Customer Relationship Portfolio Handling
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
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Urgent Requirement For Life Portfolio Manager

Punjab National Bank

  • 0 - 6 yrs
  • Indore
Communication
Life Insurance
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Business Development Manager

Ananta Spa & Resort Dharoi Dam

  • 5 - 10 yrs
  • Ambli Ahmedabad
Sales and Marketing Property Sales Real Estate Sales HNI Client Handling NRI Sales Sales Management Sales Executive Activities Real Estate Marketing HNI Sales Sales Lead Generation Investment Advisory Sales Development Investment Portfolio Retail Sales Channel Sales Marketing Communication Interpersonal Skills Field Sales
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.
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Opening For Portfolio Manager (Only Females)

SQUAREYARDS

  • 1 - 3 yrs
  • 6.5 Lac/Yr
  • Noida
Sales Real Estate Manager Real Estate Sales Cold Calling
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.
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Opening For Banking Relationship Manager

Harsheen Co.

Casa Portfolio Mutual Fund Casa Sales HNI Clients Fd
Must have in casa , mutual fund, portfolio
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Looking For NRI Relationship Manager

Qween Networks

  • 4 - 10 yrs
  • 9.0 Lac/Yr
  • Paravur Ernakulam
Portfolio Manager Wealth Manager NRI Services
NRI Relationship Manager - Job descriptionAbout the Role:The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.Key Responsibilities:Provide financial solutions to the NRI customers while maintaining high service standards.Maintain a complete customer profile including the risk profile, demographics and assets in the bank.Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.Enrich relationships and garner higher wallet share through customer engagement activities.Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.Identify potential customers who can be sold tailored products to enhance product penetration.Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches.Achieve targets as assigned by the organization on a monthly basis.Record and track all engagement activities through the CRM system.Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
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Opening For Portfolio Manager

Endovia Financials Services Ltd

  • 3 - 4 yrs
  • Mumbai
Such AS FactSet Morningstar Direct Bloomberg Terminal
Generating an investment policy statement, outlining our clients investment objectives. Constructing successful investment portfolios informed by market conditions and economic trends. Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective. Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions. Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Prospecting for new clients. Staying up to date with relevant investment and trading news, and economic trends.
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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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Client Associate

Big Bee Consultant

  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Bangalore
Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, Sys
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Client Service Associate

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner
Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.
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Elite Relationship Manager

Skywings Advisors Private Limited

  • 2 - 8 yrs
  • 13.0 Lac/Yr
  • Delhi
Sales Banking Sales Branch Banking Portfolio Handling HNI Sales HNI Acquisition Portfolio Management
Profile :- Elite Relationship Manager And Platinum Relationship Manager Job Role :- Develops new and expands existing High Net worth Customer relationships for liabilities andcommercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the bankingrelationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfactionExperience :- Min 3- 4 years of experience in HNI sales / HNI portfolio management CTC :- 5lpa - 12.50lpa + Incentive + on roll Job Job location :- Delhi Interested one please call or drop your CV :- 7302499925Regards Sanyukta
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Relationship Manager Preferred

Skywings Advisors Private Limited

  • 2 - 8 yrs
  • 12.0 Lac/Yr
  • Bareilly
HNI Ntb Rbb Retail Branch Banking Banking Laibilities Cross Selling Portfolio Portfolio Management
HIRINGIndustry #BankingHiring for- Preferred Relationship Manager (E3/E4)Experience Required:* Minimum experience in years 2 to 6* Exposure to Portfolio Management segment (Preferred)CTC E3 / E4 12 lpaInterested one can dm me with their updated resume on my WhatsApp - 9759214475References are highly appreciated
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Relationship Manager Preferred / Imperia

Skywings Advisors Private Limited

  • 2 - 8 yrs
  • 20.0 Lac/Yr
  • Delhi
HNI Ntb Rbb Retail Branch Banking Banking Laibilities Cross Selling Portfolio Portfolio Management
HIRINGIndustry #BankingHiring for-1. Preferred Relationship Manager (E3/E4)Experience Required:* Minimum experience in years 2 to 6* Exposure to Portfolio Management segment (Preferred)CTC E3 10 lpa & E4 15 lpa2. Imperia Relationship Manager*Experience Required: Minimum experience in years 3 to 10 Exposure to Portfolio Management segment (Imperia)*CTC E4 16 lpa & D1 20 lpaLocation- Dwarka / West DelhiInterview Date- 17 DEC 24Interested one can dm me with their updated resume on my WhatsApp - 9759214475References are highly appreciated
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Hiring For Operations Executive

JOB24by7 Recruitment Consultancy Services

  • 2 - 5 yrs
  • Delhi
Fund Accounting Product Portfolio Management Net Asset Value Unit Reconciliation Expense Allocation Trade Execution Trade Settlements Liquidity Management Reconciliation Tax Computation Broker Coordination Coordination
Support Manager - Operations and work closely with the team to cover the following deliverables:Handle end-to-end PMS and fund accounting activities, including NAV working, unit reconciliation, and expense allocationManage daily execution of trades, liquidity bifurcations and EOD bifurcations of tradesMaintain third party software package for clients' portfolios and related excel sheetsLiaison with brokers and custodian to resolve trades related issuesManage clients' fund flows for investments in third-parties' products (i.e., MFs, PMSs, AIFs, PE/VC funds, etc.)Preparation of SEBI monthly reportingReconciliation of fees and expenses on a monthly basisReconciliation of clients accounts on daily, monthly and quarterly frequenciesPerformance and attribution analyses of clients' portfolios on a quarterly basisPreparation of tax computation for overseas clientsQUALIFICATIONS:1. Excellent knowledge of excel is a MUST2. M. Com degree or CA (Intermediate) with 2-5 years of relevant experience in Operations at a financial institution (PMS/asset management companies (AMC), custodians, banks, brokers, etc.)3. Attention to detail is a MUST4. Ability to comprehend financial reports5. Strong written and verbal communication skills will be an added advantage in this role
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Portfolio Manager - Stock Broking Industry

Shivay HR Consulting

  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.
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