246 Investment Portfolio Jobs

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for give...

Role & responsibilities Audit of all individuals Accounts, Finalization of Balance sheets file all individuals returns in time. Follow up with consultants. Maintain Bank Balances do plan for fund releasing & others. Do certain entries in books. Net Worth Certificates of Directors & Guarantors. Audit & checking of Trusts accounts, Finalization of Balance sheets, match ledgers for concern account. Follow up with concerned person for Change report, go to Court etc. Audit & checking of Parekh Family accounts, Finalization of Balance sheets, Follow up with management do certain entries in accounts. Audit & checking of Corporate accounts of Eastern, Unicorn & Jay Bharat Petroleum's Limited. Tax Au...

Role Overview: The Principal Officer will be responsible for the overall management, operations, and regulatory compliance. The role involves leading fund management oversight, ensuring adherence to risk and compliance frameworks, and maintaining governance standards as per IFSCA regulations. Key Responsibilities: Oversee all operational, fund management, compliance, and risk management activities of the organization. Act as the primary liaison with the International Financial Services Centre Authority (IFSCA) and other regulatory bodies. Ensure implementation of robust internal controls and risk management practices. Supervise fund management operations and ensure compliance with investment...

Finance Analyst (CA Qualified) Mumbai Location Experience: 4 to 6 Years Location: Andheri,Mumbai (Preferred candidates from nearby areas only) Salary Range: 12 LPA 15 LPA Industry: Manufacturing / Chemical / Engineering / Corporate Finance / Asset Management Interview Mode: Face-to-Face (Immediate availability preferred) Preferred Candidate: Chartered Accountant (CA Qualified) About the Company: We are a leading and growing organization in the manufacturing and financial services domain, looking for a strategic and analytically strong Finance Analyst to join our finance division. This role involves deep financial analysis, budgeting, forecasting, MIS reporting, and investment portfolio manag...

Prepare financial statements in accordance with IND AS Schedule III Advance tax calculation of individuals and companies and filing of returns Handle investments, including equity, debt, mutual funds Book investment transactions Required Candidate profile Experience in IND AS, Indian taxation laws and Schedule III compliance Experience in investment accounting and financial reporting CA Inter qualified not currently pursuing CA Final Location Kolkata

Job Description : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Job Description : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Experience: 6+ Years Skill: Investment Accounting Partnership Process Location: Pan India Notice Period: Immediate Employment: Contract Working Mode: Hybrid Mode Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting ...

Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting software or investment management systems (e.g., Wings, Investran, or similar tools). Excellent communication skills, with the ability to clearly explain complex ...

Responsibilities: * Manage client portfolios * Provide investment advice * Implement strategies * Collaborate with fund managers * Monitor market trends

Walking Drive from 27 Oct 2025 to 31 Oct 2025 We have openings in Deccan, Aundh and Ravet location. However HR interview will be conducted in JM road Deccan branch ONLY. Kindly visit JM road Deccan branch for interview. Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client. Ensure all clients are met o...

Experience and Skills: 5+ years of experience in investment accounting , Record to Report , fund administration, or private equity accounting Experience in managing client relationships, especially with demanding clients, ensuring their specific requirements are met with high-quality service. Experience with accounting for complex investment portfolios, including private equity, hedge funds, or other alternative investments. Advanced proficiency in Microsoft Excel (financial modelling, advanced formulas). Experience with accounting software or investment management systems (e.g., Wings, Investran, or similar tools). Excellent communication skills, with the ability to clearly explain complex ...

RB - Affluent Business: Investment specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Prepare financial statements in accordance with IND AS Schedule III Advance tax calculation of individuals and companies and filing of returns Handle investments, including equity, debt, mutual funds Book investment transactions Required Candidate profile Experience in IND AS, Indian taxation laws and Schedule III compliance Experience in investment accounting and financial reporting CA Inter qualified not currently pursuing CA Final Location Kolkata

Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with a...

Prepare financial statements in accordance with IND AS Schedule III Advance tax calculation of individuals and companies and filing of returns Handle investments, including equity, debt, mutual funds Book investment transactions Required Candidate profile Experience in IND AS, Indian taxation laws and Schedule III compliance Experience in investment accounting and financial reporting CA Inter qualified not currently pursuing CA Final Location Kolkata

We are looking to hire a Specialist in the GSD Investment Consulting Alternative Investments The role will be responsible for working within the Client Team, specifically within the Alternative investment function to deliver excellent and consistent experience for all our clients through our channels of communication. This role will support portfolio of clients, assisting the Onshore stakeholders on their day to day needs and use of the tool, as well as being responsible for preparing monthly Performance report for the Alternative investments consisting of Private Equity and Real Assets. Report preparation includes identifying and updating funds recurring cash flows and valuations in the app...

Role & responsibilities Direct Responsibilities Lead Process Creation, Opportunity Identification & Automation -Develop and implement rules, processes, procedures for IPM that are aligned with business goals, ensuring the IPM Team is equipped with the right tools, content, and training to drive performance and productivity. Oversee Training and Capability Building - Manage the design, delivery, and continuous improvement of sales training programs, including onboarding, product knowledge, and skill development, in collaboration with internal stakeholders and external partners. Cross-Functional Collaboration - Collaborate closely with other departments to ensure alignment and integration of e...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : To acquire new clients and activate them with a...

Job Description 1) Ownership of the Asset Gathering Target of the Zone & assigned territory 2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. 3) Increasing AUM of the location. 4) Penetration of existing client base for creating new investors in MF/Investments from existing client base. 5) Ensuring better client experience both by qualitative and quantitative interventions. 6) Assist in investment portfolio asset allocation of customers. 7) Portfolio Monitoring/Review. 8) Coach Asset RMs and Business Development RM teams on latest products. 9) Conduct Market and Product update calls for Asset RMs and Business Development ...

About the Role Seeking a senior professional to head its Accounting & Taxation function in the Family Oice. This role requires deep expertise in FEMA, international taxation, and accounting with a family oice or Big 4. The incumbent will be responsible for ensuring financial integrity, compliance, and eective tax planning across domestic and international structures. Key Responsibilities • Lead the overall accounting, taxation, and compliance functions of the Family Oice. • Ensure strict compliance with FEMA, RBI regulations, and international tax frameworks. • Oversee tax planning, filings, audits, assessments, and dispute resolution. • Consolidate financials across entities and investments...