184 Investment Portfolio Jobs

*Investment Advisor & Cross Sales *Freshers can also Apply *NISM Certified (Any V/VIII/X) *BFSI Sales services experience *English Proficiency: V5 *Salary: 21k-44k As per experience *Shift: Day shift, 5 Days working HR Krapanshi 9111762733 Required Candidate profile * Freshers with Graduation + Any NISM V/VIII/X certificate can also Apply * Preferred background in BFSI Sales * Experience in BPO or financial services. * Excellent Communication is Required

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel

Investment Advisor & cross sales Shift: Day shift, 5 Days Working Graduation + NISM V/VIII/X (Any) Sales Exp in BFSI English Proficiency: V5 Salary: As per Experience NISM VIII/XA/XB: 28.8K – 44.2K NISM VA/VB: 20.7K – 32.3K Drop CV: 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner

Role : Advisor - PCG Job Location - Motilal Oswal Tower, Prabhadevi KEY RESPONSIBILITIES 1. Derivative Trading. 2. Individually handling clients with the book size of 1cr & above. 3. Seamless execution of trades on terminal 4. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 5. Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets REQUIREMENT: Experience: 5+ Years in Financial Markets Domain Knowledge: Understanding of capital markets *Interested candidates can share their Resume at divya.sharma@motilaloswal.com*

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 update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Interested candidates can share CV to vinith.yadav@branch.sharekehan.com or Whatsapp-7338112258

Post : Senior Relationship Manager Build and maintain customer pipeline through field visits & referrals Handle documentation, policy issuance & after-sales support Collaborate with branch staff to drive sales growth Required Candidate profile Any Graduate Min. 2 year Banking / Insurance Sales Very Good communication skills Target-driven & self-motivated Strong relationship-building skills Contact : 9099110876 HR Sumeet Perks and benefits Incentive + PF + Mobile with Several

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 update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan. Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firms assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 4 years of experience in financial planning and wealth management in India. At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles. (e.g. mutual funds, ULIPs, PMS, REITs) Expertise in financial planning tools and software. Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery. About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

*Investment Advisor and cross sales* Shift: Day shift, 5 Days Working Graduation (Mandatory) NISM V/VIII/X Certified BFSI Sales or BPO/Financial Services Experience English Proficiency: V5 Salary: 21k-44k As per Experience HR Krapanshi 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner

Expert in financial planning, reporting, taxation,&compliance with strong skills in investment strategy, portfolio management, and strategic finance.Proven leadership in managing teams &engaging with banks, investors,&the Board.

Job Title: Executive Accounts & Administration Company Name: Boe Consulting LLP Location: Andheri East, Mumbai Reports To: CFO and Partners ¢ Job Summary We are looking for a proactive, detail-oriented individual to join our team as an Accounts & Admin Executive. This multi-functional role is ideal for candidate who is dependable, organized, and capable of maintaining confidentiality while coordinating across teams and external stakeholders. ¢ ¢ Key Responsibilities Accounts & Finance ¢ ¢ Maintain company accounts in Tally, Zoho Books, and support all accounting-related tasks. Handle all company banking transactions, including payments, reconciliations, and record maintenance. ¢ ¢ Generate and send invoices to clients, ensure timely follow-up and release of payments. Coordinate with CA, auditor for GST, TDS, Income Tax, & audits and share required data on time. ¢ Handle the personal accounts, investment portfolios, and banking work of the Managing Partner with a high degree of confidentiality and accuracy. Assist in monthly salary workings in coordination with management. Process employee reimbursements by collecting all necessary bills/supporting documents. ¢ ¢ ¢ ¢ Office Administration ¢ ¢ ¢ Maintain physical and digital office documents in an organized filing system. Manage vendors, supplies, and overall office upkeep. Ensure smooth coordination between departments and service providers for daily operational efficiency. Qualifications & Skills ¢ ¢ ¢ Bachelors/Masters degree in Commerce or Finance, Minimum 7 years of experience in accounting, or administrative roles Proficient in Tally/Zoho Books, and Microsoft Office (Word, Excel, PowerPoint, Outlook) ¢ ¢ ¢ Strong organizational, coordination, and interpersonal communication skills Be flexible and open to handling additional duties as assigned. Follow all organizational policies, procedures, and reporting protocols.

Investment Advisor and cross sales Shift: Day shift, 5 Days Working Graduation (Mandatory) NISM V/VIII/X Certified BFSI Sales or BPO/Financial Services Experience English Proficiency: V5 Salary: 21k-44k As per Experience HR Krapanshi 9111762733 Required Candidate profile * Graduation mandatory. * NISM V/VIII/X Certificate is required * Preferred background in BFSI Sales * Experience in BPO/Financial services * Excellent Communication is Required * Immediate Joiner

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

Dear Applicant, We are hiring Quality Analyst for our Ahmedabad/Surat/Rajkot branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Essential Educational & Experience Qualification- A. Graduation or MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Designation: Quality Analyst Interested candidate can share cv at sudhir.singh@sbicapsec.com Thanks & Regards, sudhir singh Human Capital

Paisa bazaar is hiring for Sales Advisor - Investment (Savings) Role !! OPENING IS ONLY FOR THOSE WHO CAN SPEAK - TELUGU/MALAYALAM/KANNADA Interested candidates share their kiranyadav@paisabazaar.com or or WhatsApp your resume to "8800013127" OR Directly come for F2F interview mention " HR KIRAN" on the top of your resume. **FOR INSTANT REPLY SHARE YOUR RESUME @8800013127 - HR KIRAN *** **Immediate joiners will be preferred** *******____________INTERVIEW DETAILS______________********* .. Show this mail on reception area and mention "HR KIRAN" on you CV while coming for the direct interview.. ADDRESS :- Plot no. 129, Sector 44, Near Huda Metro Station, Gurugram Time:- 10:00am - 2:00pm Contact person: HR KIRAN Contact No. - 8800013127 Location - Gurgaon Sector 44 Working Days - 6 Days (Rotational offs) Role - Sales Advisor - Investments (Savings) Key Responsibilities: Build, own, and manage relationships with investors looking to invest in Grips investment products. Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects. Work closely with both internal and external stakeholders to increase investment activity on the platform. Drive AUM on the platform by deepening existing relationships and building new relationships by establishing HNI, advisory and institutional channels. Help investors take investment decisions by understanding investible corpus and risk appetite of the investors. Be the Face of the company for the investors, and the Voice of the investors for the company. Outbound Calls: Make outbound calls to users who have registered but not completed KYC. KYC Explanations: Clearly explain the KYC process, benefits, and compliance. Objection Handling: Address user objections and persuade them to complete KYC. Target Achievement: Meet daily/weekly call and conversion targets. Reference code - Kiran - Investment

Determines corporate cash requirements and maintains appropriate cash flow. Manages lockbox deposits and disbursements and wire transfers/ACH (Automatic Clearing House) operations. Prepares cash flow forecasts, analyzes investment portfolio performance and other financial reports for management. Analyzes results and investigates variances and trends. Identifies foreign exchange and interest rate exposures and recommends hedging transactions to treasury management. Researches and recommends investment options available for short-term cash positions to treasury management. Works with accounting staff related to research of variances. Other related duties assigned as needed. EDUCATION REQUIREMENTS Bachelor s degree in accounting or finance or the equivalent combination of education, training, or work experience. GENERAL KNOWLEDGE, SKILLS & ABILITIES Knowledge of cash management activities and financial analysis along with the ability to understand and apply concepts Knowledge of general accounting principles, financial statements, practices and procedures as well as banking functions Skill in analytical and statistical examination for complex problem solving Ability to create complex spreadsheets and demonstrate proficiency in the use of Microsoft Office, accounting, reporting and other related software Ability to prepare financial reports Ability to meet deadlines, work independently, plan and work in an organized manner and rely on sound judgment to plan and accomplish goals Ability to handle stressful situations Attention to detail, accuracy and confidentiality Ability to handle daily responsibilities and special projects simultaneously Communicates ideas both verbally and in written form in a clear, concise and professional manner Ability to establish and maintain effective working relationships with employees, clients and the public FIS JOB LEVEL DESCRIPTION Developing professional role requiring basic skills with a moderate level of proficiency Performs discrete tasks working under close to moderate supervision with limited latitude for independent judgment and the ability to overcome minor obstacles while communicating problem areas to others Consults with senior peers with goal of continually building knowledge and experience while minimizing any risk This role is focused on learning to apply standards, developing an understanding of the business, and advancing personal professional growth through certifications and tailored goal setting Typically requires one to three years treasury experience at a public company or equivalent experience in a related discipline

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore , Chennai Min 10 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall 9. Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly 10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team Preferred candidate profile Only Wealth exprience required(Mutual fund sales) Candidate should be comfortable for B2C sales Interested one can send their updated resume at- uttam@avaniconsulting.com Or What's app and call - 9949101406

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.

The role involves identifying & empaneling CAs, ExBankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors

Experience: 3-7 years of experience Age: Below 40 Requirements: Existing Networks & Database of HNIs/UHNIs clients Salary: As per market standard Educational Qualification: MBA Finance/ Equivalent Degree Job Description: Identify and on-board retail, HNI, and institutional investors. Raising funds in the form of Non-Convertible Debentures, ICD, Debt Portfolio, & Debt AIF. Engage with investors on regular intervals Develop new relationships in an effort to grow business and help company expand Develop partnerships with wealth managers, financial advisors, chartered accountants, and investment professionals for cross-selling opportunities. Investor acquisition and servicing Organize seminars/ presentations to educate investors with a view to promote our products Develop investor confidence and belief in the companys vision and strategy for delivering investor value Educate investors about investment opportunities like Prachay Bonds, Debt AIF, Debt Portfolio & ICDs. Provide insights on market activity and present them to the leadership team Support all communications with the investment community regarding the companys business model, operating results, and business strategy. Advise on and support all aspects of investor marketing, including maintaining our investor database Assist development and implementation of investor targeting Collaborate with institutional investors, family offices, and corporate treasuries for wholesale investments. 7. Skills & Competencies Proven ability to build and manage HNI and institutional investor relationships. The role requires a dynamic person with excellent interpersonal skills who is able to liaise with internal and external stakeholders to find outcomes that work for all. Self-starter with the ability to work independently Strong analytical skills with the ability to perform quantitative and qualitative analysis, interpret information and financial concepts and apply them to business analysis. Advanced writing and communications skills Keen intellect, integrity, a sense of urgency and the ability to simultaneously execute on both tactical and strategic projects with the ability to operate in a fast-paced, deadline driven environment Should have good understanding about Financial Products.

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. Interested candidates can share CV to amit_ghosh@branch.sharekhan.com

About Artha Group Artha Group is a performance-first investment house managing over 1,250 crores (USD 150M+) across venture capital, private equity, and cross-stage capital strategies. Our fund platforms include: Artha Venture Fund : India-focused early-stage sector-specific fund (B2C, mobility, fintech, B2B SaaS, Deeptech, Spacetech) Artha Continuum Fund : India + global cross-stage vehicle for high-velocity, high-upside opportunities Artha Select Fund : A fund of winners: follow-on capital into our top-performing companies With a track record of backing 130+ companies and completing 30+ exits , we operate with a sharp focus on founder partnerships, capital judgment, and long-term alignment. Our investors include leading family offices and UHNIs across India and globally, a testament to our success. Role Overview We re hiring Principal to lead investment execution and portfolio development across our core funds: 1 role in Gift City, Gandhinagar for Artha Continuum Fund Reports to: Managing Partner, Artha Continuum Fund You ll be responsible for full-cycle investing, from sourcing and thesis development to diligence, structuring, and post-investment portfolio work. You ll lead a team of Associates and Analysts , run internal reviews, and set the bar for research quality and investment judgment. This is a Partner-track role for professionals ready to own capital, conviction, and execution at a high-performance fund. What You ll Lead End-to-End Deal Execution Build proprietary sourcing pipelines (India and global) Drive founder meetings, diligence, modeling, and IC prep Lead term sheet negotiation, legal closure, and disbursement Portfolio Value Creation Advise founders across GTM, hiring, org design, and downstream capital Identify underperformance early; own risk-mitigation conversations Track and report KPIs, milestones, and board-level insights Team Leadership Mentor and manage Associates and Analysts Enforce follow-up, research depth, and memo quality Run internal investment reviews and pre-IC forums Fund Strategy & Reporting Contribute to LP dashboards and investor updates Support new fund design, co-investment structures, and sector allocations Represent Artha at founder forums, investor summits, and panels Candidate Profile 7 10 years in venture capital, private equity, or fund investing Strong deal sheet: you ve led or co-led 3+ investments end-to-end Experience across sourcing, founder interaction, diligence, and IC presentation Confident communicator can defend a thesis without overplaying Bonus: operator background, product/strategy experience in a startup Note: Candidates with only investment banking or transaction advisory experience will not be considered. This is a buy-side investor role , not a transaction support or fundraising job. Key Traits for Success An ownership-first mindset with high performance standards Strong follow-up discipline and pipeline hygiene Experience leading junior team members and upholding execution clarity Sharp financial acumen, cap table intuition, and modeling fluency Ability to build trust with both founders and fund leadership Compensation Structure Total annual package - 45,00,000 36,00,000 fixed annual salary 4,00,000 annual retention bonus (paid after 12 months) 5,00,000 in ESOPs granted annually (each annual grant comes with its own vesting schedule) Performance bonus linked to portfolio KPIs and personal execution Carry in the fund (disclosed at final interview) Fixed compensation is non-negotiable. All upside is earned through performance, not negotiation. Incomplete answers to screening or reflection questions will result in disqualification.

Expert in Investment Analysis & Regular accounting of the same, developing investment strategies, managing client portfolios, leading teams to achieve financial and investment goals

NOTE: URGENT Female Candidates only. Role & responsibilities: 15+ years of corporate experience and large part of that with asset management firms Strong experience leading business analysis and delivery function in asset management domain Has cross asset class knowledge, including but not limited to Fixed Income, Equities, Derivatives, Alternatives, Private Equity and Private Debt. Strong understanding of asset management processes, systems, & regulatory requirements Strong experience with Agile methodologies. Experience scaling Agile ways of working across the function. Strong people leadership to build a high performing team. Please send me your updated resume, if you find the role aligned with your career interests. Best Regards, Priya priya@credencehrservices.com