5 Equity Markets Jobs

Job Title: Portfolio Manager / Fund Manager Location: Hyderabad, India Experience: 7-15 Years Reporting To: Chief Investment Officer / Director - Asset Management Job Summary: We are looking for a highly skilled and performance-driven Portfolio Manager / Fund Manager with a deep understanding of mutual funds, equity markets (including Nifty), and trading strategies , coupled with experience working in software or tech-driven environments . The ideal candidate must hold an MBA in Finance and be locally based in Hyderabad . You will be responsible for managing investment portfolios, executing data-backed trading strategies, and contributing to the firms overall investment growth. Key Responsibilities: Manage and oversee investment portfolios comprising mutual funds, stocks, and index-based instruments like Nifty . Conduct detailed market analysis and stock selection based on technical and fundamental indicators . Monitor market trends, macroeconomic developments, and asset-class movements to inform portfolio decisions. Design and execute trading strategies with a focus on capital preservation, risk-adjusted returns, and client goals . Collaborate with tech teams to leverage fintech tools, trading platforms, or analytical software. Provide regular investment reports, portfolio performance reviews, and market updates to internal stakeholders and clients. Ensure compliance with SEBI and regulatory guidelines on investment operations. Contribute to the development of new financial products or investment models integrating technology. Required Qualifications & Skills: MBA in Finance from a recognized institution (mandatory). 5+ years of experience in portfolio/fund management, equity trading, or mutual fund analysis . Strong expertise in Indian equity markets, Nifty analysis, and trading strategies . Proven experience working in software companies , particularly in roles integrating finance with technology. Excellent knowledge of mutual fund structures, SIP/STP strategies, asset allocation models. Familiarity with trading platforms (e.g., Zerodha, Upstox, Bloomberg, TradingView, etc.). Proficient in Excel, financial modeling, and optionally Python/R for quantitative analysis. Strong interpersonal and communication skills for client and stakeholder interactions. Must be a resident of Hyderabad or willing to relocate locally. Preferred Certifications (Optional): NISM-Series-XV: Research Analyst / NISM-Series-XXI: Portfolio Management Services.

Job Description: Relationship Manager Wealth/ Business Company Overview: Moneyfrog is a Wealth Technology Firm, catering to the needs of HNI, Affluent & NRI clients in India & Abroad. Moneyfrog has designed and built an innovative & dynamic Wealth-Tech hybrid platform, to offer investment products & solutions, which maximizes returns and offer long lasting solutions. Moneyfrog has evolved out of the prevailing vacuum of managing investors financial well-being & risk. Existing Product-Push & Cross-Sell approach, followed by the Banks & the Financial Brokers, usually leads to wrong product pushed & compromised returns for the customers. Qualifications: Experience: Minimum of 1 year of relevant experience in handling client relationships and client acquisition within the finance/ investment industry. Education: Bachelors/ or masters degree in finance, investments, or a related field. Regulatory Certification: AMFI Mutual Fund Certification or CFP Certification is must. If not, same to be cleared within one month of joining. Key Responsibilities: Develop and manage innovative marketing strategies, to generate high-quality leads and acquire clients. Optimize lead flow processes to enhance conversion rates, facilitating smooth customer onboarding and successful client integration. Leverage acquired clients to build Assets under Management (AUM) and develop tailored financial products to meet their investment needs. Design and implement a robust referral program to expand client base and increase business growth. Skills Required: In-depth understanding of Mutual Funds and Equity Markets is essential for providing informed advice and solutions. Proven experience in managing and maintaining strong client relationships. Demonstrated ability to articulate complex financial concepts clearly and effectively to clients and stakeholders. Why Join Us Growth Opportunities: Be part of a forward-thinking company with ample opportunities for professional development and career advancement. Dynamic Environment: Work in a collaborative and supportive atmosphere where your contributions are valued. Competitive Compensation: Attractive salary package and performance-based incentives. If you are a motivated professional with a passion for finance and a proven track record in business development, we want to hear from you. Apply now and take your career to the next level with Moneyfrog Financial Services Pvt Ltd!,

Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in equity and related areas Result and Process Orientation Focused on creating measures of excellence Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications(examples listed below) Key Skills (examples listed below) Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required(examples listed below) Minimum experience in years 2 yr Wealth Management experience preferred, Insurance experience , retail relationship management profile Customers Branch Banking Team Operations Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel

Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in equity and related areas Result and Process Orientation Focused on creating measures of excellence Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications(examples listed below) Key Skills (examples listed below) Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required(examples listed below) Minimum experience in years 2 yr Wealth Management experience preferred, Insurance experience , retail relationship management profile Customers Branch Banking Team Operations Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel

Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in equity and related areas Result and Process Orientation Focused on creating measures of excellence Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications(examples listed below) Key Skills (examples listed below) Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required(examples listed below) Minimum experience in years 2 yr Wealth Management experience preferred, Insurance experience , retail relationship management profile Customers Branch Banking Team Operations Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel