19

Product Portfolio Jobs

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  • 2 - 6 yrs
  • 7.0 Lac/Yr
  • Delhi
Graphic Logo Design Product Branding Typography Product Portfolio
This is a full-time on-site role for a Graphic Designer, based in New Delhi. The Graphic Designer will be responsible for creating visual concepts that inspire and captivate audiences.Responsibilities include designing graphics, logos, branding materials, and typography-focused elements while ensuring consistent brand identity. The role requires collaboration with teams to execute creative solutions.Qualifications* Proficiency in Graphics and Graphic Design tools and software* Experience with Logo Design and Branding* Strong understanding and application of Typography* Attention to detail and ability to meet deadlines effectively* Bachelor's degree in Graphic Design, Fine Arts, or a relevant field* Strong creative and communication skills* Knowledge of current design trends and ability to adapt to various styles* Portfolio showcasing a range of design projects
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Wealth Rm - Investment Portfolio Advisor

PL Info Consultancy & Services

Exp in Selling Wealth Products MF PMS AIF SIP Insurance
Job Openings for 50 Wealth RM - Investment Portfolio Advisor Jobs with minimum 4 Years Experience in Bangalore, Hyderabad, Mysore, Manglaur, Vijayawada, Visakhapatnam, having Educational qualification of : Other Bachelor Degree with Good knowledge in Exp in Selling Wealth Products MF, PMS, AIF, SIP, Insurance, NISM 5 Mandatory etc.
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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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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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Walk-in For 3d Animator

Triland Animation Studios

  • 1 - 2 yrs
  • 2.0 Lac/Yr
  • Choolaimedu Chennai
After Effects Premiere Pro Animate Photoshop Illustrator Portfolio Strong Portfolio Showcasing Animation 2D3D Animation Product Design
Job Title:2D/3D Animator Company:Triland Animation Studios Pvt Ltd.Employment Type:Full-time, Work From Office (WFO)About Us: Triland is easy and fun to work with and we believe, we are the most productive when we work together. We pride in ourselves for the quality of work we do here and not the role we play here.We specialize in SEO, PPC, social media marketing, content marketing, and more.We seek a results-driven 2D/3D Animator to join our growing team.Job Description:At Triland Studios, were passionate about telling stories through the art of animation. You will work with Blender, After Effects, Premiere Pro, Unreal, Photoshop, and Illustrator to create engaging content for product design, character design, and advertising projects.Key Responsibilities:Create 2D & 3D Animations: Use After Effects and Animate for 2D animations and Blender/Unreal for 3D animations.3D Modeling & Character Design: Design 3D characters, environments, and products using Blender,and Cinema 4D.Video Editing: Edit final videos using Premiere Pro, integrating animations and VFX.Collaboration: Work with teams to ensure designs and animations align with project goals.Feedback & Revisions: Revise work based on feedback to meet quality standards and deadlines.Education Qualifications:Bachelors degree or equivalent in Animation, Visual Effects, Multimedia Arts, Graphic Design, or a related field.Certifications or additional training in 3D Modeling, Visual Effects, Animation, or other relevant disciplines will be an added advantage.Fresh graduates with solid portfolios are also welcome to apply.Required Skills:Experience: 1-2 years in 2D/3D animation and product design.Software:How to Apply:Send your CV to careers@trilandstudios.in
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  • 0 - 1 yrs
  • 2.0 Lac/Yr
  • Goregaon Mumbai
Prospecting Potential Customers Selling Products Managing A Client's Portfolio Managing Sales Process Identifying New Development Channels
1)- Prospecting potential customers: by phone, by email, physically 2)- Selling products or services to those clients. 3)- Managing a client's portfolio. 4)- Managing sales process. 5)- Identifying new development channels. 6)- Follow-up of sales. 7)- Promoting the company and its product/service.
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Product Portfolio Management

Sheetla Enterprises

  • 1 - 5 yrs
  • Lucknow
Catalog Associate
We require candidates who are experts in Catalogue creation, management on GeM & on e tendering portals
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  • 6 - 10 yrs
  • 22.5 Lac/Yr
  • Lower Parel Mumbai
CRM Product Portfolio Supply Chain
Position: Account Manager- Supply Chain FinanceLocation: Lower Parel, MumbaiDuration: Full-Time (Onsite)The ideal candidate:Support team members in their tasks and contribute to achieving team objectives and organizational goals.Ensure timely and accurate responses to client Inquiries.Work with the Operations team to enhance the efficiency of financing processes and improve the overallclient experience.Participate in team meetings, sharing insights and knowledge with colleagues to foster a collaborativework environment.Qualification and Experience:5+ years of relevant experience in NBFC and Lending spacePrior experience in Corporate Relationship Management with a lending entityPrior experience in Supply Chain Finance products
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Wealth Relationship Manager

Skywings Advisors Private Limited

Relationship Manager Wealth Management HNI Acquisition HNI Sales Insurance Sales Equity Sales Mutual Funds Sales Banking Sales Product Portfolio Management Walk in
Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.
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  • 3 - 5 yrs
  • 10.0 Lac/Yr
  • Delhi
Product Portfolio Management Portfolio Management MIS Reports Financial Modelling Equity Analysis Equity Market Investment Analyst Family Office Secondary Research Financial Analyst Walk in
Job descriptionMaintain up-to-date knowledge of financial services industry happenings and current events. Conduct primary and secondary research on fixed income and equity markets from industry sources.Required Candidate profileExperience in equity markets 3 years is a mustPreference-MBA (Finance)Equity modelling and strong fundamental knowledge will be preferred.
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  • 8 - 14 yrs
  • Mumbai
Product Portfolio Planning & Execution Portfolio Manager
8+ Years of Experience in Product Portfolio Planning & Execution for B2B Pharma Products (minimum 5+ Years Experience in Injectable for Domestic & Europe Regulatory Market) Develop Potential Product list in line with Market, Customer, Revenue growth, competition to be focussed Preparing Portfolio Strategy & Product Identification from getting the lead from Market, Competitors, IMS & Export Data & Reviewing it on timely basis Forecasting the Future Requirement & Capacity of the Plant in regards to Product Demand, Regulatory Status, & Capacity Availability. Reviewing & Approving of Feasibility of Product Launch, Business Basket & Outsourcing Reviewing & Implementing the Strategy for Product Launch for Country, Product in RADAR, PMO, Etc. Reviewing & approving the Business Case. Good in Handling Stakeholders, Strong Communication & articulation. He should be able to leads the team
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Relationship Manager

Triventure Advisory Pvt Ltd

  • 3 - 9 yrs
  • Bandra East Mumbai
Stock Broking Lead Generation Portfolio Management Relationship Manager Financial Sales Product
Company Name- Triventure Advisory Pvt Ltd, Bandra BKC Business Associate of Motilal Oswal Relationship ManagerLooking up for Candidates from BFSI Sector and who has Experience/Knowledge into Stock Market or Broking firmCandidate who can sell all financial products - MF, SIP, Equity, Commodity, Currency, PMS, Options etc.Immediate joiner or who can join within a 10-15 days or with a month.3+ years of hard core experience in Sales profile for selling all Financial product.Salary :- No Bar For Right Candidate.Roles and Responsibilities :1) Acquiring new clients for Demat & Trading accounts through networking, data base and references.2) End to end customer relationship management.3) Meet Non-Trading Customers and activate them.4) Sell online accounts to customers and encourage them to trade online.5) Have a customer centric approach and ensure that customers are serviced well.6) Ensure that the customer actively trades after opening the account.7) Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) Keep track of evolving financial markets and government policies which impact approach and strategies.NOTE- candidate should have minimum clients database and should be able to work on personal searching. Company can provide 50% Leads and remaining 50% must be done by Candidate itselfQualifications and Experience:Graduation/Post Graduation in any stream.Working days : Monday to Friday.Working Hours : 9am to 5pm.Location : BKC, Mumbai.
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  • 2 - 3 yrs
  • 3.3 Lac/Yr
  • Andheri East Mumbai
Investment Products Accounts Executive
1. Prepare/submit for all types of Forms/details required at the time of Purchase/Redemption of all Mutual Fund & shares Investments along with necessary documents.2. Maintain Investment records related to investments in shares and mutual funds under all categories (Local + Global) of entire group.3. To Follow up for Statement of account & other reports related to all Investments.4. To update Investment management software - Mprofit on daily basis.5. Update Cash & Bank Entries for payments made on regular basis and keeping bank reconciliations up to date.6. Account all Transactions under Tally on a daily basis.7. Prepare Capital Gains statement & other reports on a daily basis or as and when required.8. Provide relevant information as required by IT department online/offline.9. Preparation of MIS report (like Market Valuation) etc. as per requirements of Management / Auditors.10. Maintaining proper back up of all expenses in file.11. To Liaise with Fund Houses/Brokers/bankers as and when required12. To check the charges like exit load, commissions etc. debited with Tariff.13. To Resolve queries of statutory Auditors.14. To assist accounting/reports for other group companies/Personal accounts as & when required.15. To assist to Prepare TCS/TDS/GST Reconciliations of entire group & follow up for outstanding, as & when required.16. Any other work pertaining to investment and accounting.
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  • 4 - 9 yrs
  • 10.0 Lac/Yr
  • Karnataka
Sales Wealth Management Portfolio Management Client Relationship Management HNI Client Handling Liability Products Casa
We are Looking for Relationship Manager / Imperia relationship manager with a leading Indian Bank having one of the largest client base in India. Experience - 4 to 10 years. Fixed Salary up to 15 Lakhs. In addition to fixed, an incentive of 34 Lakhs per annum depending upon performance. Candidates with excellent communication, inter-personal and Sales skills only from Banking preferred. Role involves portfolio management for HNI and Ultra HNI clients.
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Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Manager Wealth Manager Mutual Funds Insurance Direct Sales Third Party Products
Roles & 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.
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Portfolio Manager - KB

Space Consultant

Patent Portfolio Portfolio Manager Business Specialist Technical Specialist Patent Drafting IPR Product Selection Walk in
Patent Portfolio manager required (Technical Specialist)Location- Bangalore, GurgaonQualification- any bachelor or masters degree in engineering.skills- Technical Analysis, strategy formulationSalary- best in the industry.RegardsKajal BhatiHR Recruitment OfficerSpace Consultant
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  • 1 - 5 yrs
  • 2.5 Lac/Yr
  • Ahmedabad
Customer Relationship Manager Sales Portfolio Management Product Sales Loan Sales
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
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  • 4 - 10 yrs
  • 100.0 Lac/Yr
  • Pune
Strong Portfolio Product Manager Product Design Engineer Design Engineer Work From Home
e are looking for passionate User Experience Designers.You love to conceptualise and solve problems through design, you are good at crafting ideas into design prototypes and articulating them well. You believe in human-centred design approach, you want to work with friendly and smart peers, share knowledge and bring-in different perspectives. You believe in growing together, want to work on exciting projects and have lots of fun-and-learn. Title: User Experience Design LeadRelevant Experience: 4 to 12+ yearsPositions: 15Responsibilities:Collaborate with product managers, business analysts, end users and engineering team to understand business objectives and user needs.Leverage various Design Thinking methods such as user research techniques, persona modelling, customer journey mapping, scenario story boarding, information architecture, prototyping and user testing to provide experience design solutionsTranslate requirements into concepts, user flows, interactive wireframes, visual mockups that lead to meaningful user experiences.Collaborate with extended development team members for accurate implementation.Portfolio: Strong portfolio of relevant design projectsEducation: Bachelors / Masters in Design / Anything equivalent
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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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  • 5 - 10 yrs
  • 10.0 Lac/Yr
  • Gurgaon
Portfolio Manager Gurgaon Portfolio Management Finance Broking Manager Work From Home Walk in
Job descriptionResponsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Advice in financial products or securities or fund or asset or portfolio management.Required Candidate profileTo earn a greater return than the return expected given the level of risk outlines investment details, such as minimum investment requirements, liquidity provisions
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