274 Investment Portfolio Jobs

Mutual Funds, Equity/Taxation/wealth management/ Taxation location: Gurgaon Graduate or under grad with 6 months of exp in Same Profile Salary 23k to 35k ctc Skills: : Fluent Communication Skills 24/7 Shift Call/WhatsApp @ 9643085825(HR Rohit) Perks and benefits both side cab and 5 days a week working

Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds. Monitor market trends, corporate actions,dividends and company financials. Support strategies for wealth management and investment advisory

Responsibilities: * Manage client relationships & Investment Planning & Review * Execute the investment planning and rebalancing the portfolio from time to time Female Candidates with CFP certificate completion should only apply

Job Description: Job Title: Sales Coverage Support Analyst Corporate Title: Analyst Location: Chennai, India Role Description Work in wealth management division which caters to HNI and UHNI Clients including individuals and non individuals. Mainly responsible to handle the client servicing /execution /documentation and logistics related to client s investment portfolio across investment products like mutual funds, PMS, AIFs etc. This would include filling forms, handling daily transactions, arranging for statements, awareness of cut-off timings, working knowledge of various types of mutual funds and PMS. Client facing role requiring interaction with the client and/or their office What we ll ...

Job Description: Job Title: Sales Coverage Support Analyst Corporate Title: Analyst Location: Ludhiana, India Role Description Work in wealth management division which caters to HNI and UHNI Clients including individuals and non individuals. Mainly responsible to handle the client servicing /execution /documentation and logistics related to client s investment portfolio across investment products like mutual funds, PMS, AIFs etc. This would include filling forms, handling daily transactions, arranging for statements, awareness of cut-off timings, working knowledge of various types of mutual funds and PMS. Client facing role requiring interaction with the client and/or their office What we ll...

Dear Candidate, we are having opening from Leading AMC Role: - Relationship Manager - Customer engagement Channel Location: Mumbai Min 5 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 developme...

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 Responsibilities for Client Reporting Job Summary: The Investment Management Client Reporting Specialist is responsible for creating and delivering accurate and timely reports to internal and external clients. This role requires strong analytical skills, attention to detail, and the ability to communicate complex financial information in a clear and concise manner. Complete various custom reports, ad-hoc & other tasks as assigned. Ownership and oversight of the function, making sure requests are understood, completed & delivered with highest accuracy & timeliness. Complete various client and consultant questionnaires. Work on flash reports, quarterly reports, management fee templates and...

Responsibilities: * Manage investment portfolios, analyze market trends & optimize returns. * Develop investment strategies, implement asset allocation plans. *Ensure portfolio growth & compliance *Manage family accounts & diversified investments Travel allowance House rent allowance Maternity benefits in mediclaim policy Health insurance Life insurance Annual bonus Performance bonus Mobile bill reimbursements Leave encashment Provident fund

Equity sales to all clients with special focus on HNI clients . Acquiring new clients & generate revenues from new clients. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series – VIII (Equity derivatives)/Commodity/Mutual Funds Chennai Location info.aspiringmantra@gmail.com

Role & responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients. Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products. Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio. Ensuring 100%compliance of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training/workshops/in coordination with partner teams Overall building on AUM by growing investment book of the bank and ensuring one stop p...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP 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...

Key Responsibilities Investment Accounting & Transaction Management • Record all capital market transactions (Equity, Mutual Funds, PMS, AIFs, Bonds, Commodities, Currency Derivatives). • Maintain updated books using advanced Excel (VLOOKUP, Pivot, Macros). • Update and reconcile data through MProfit, MoneyControl, Value Research, Morningstar, etc. • Maintain digital folders and contract-note level documentation for audit/tracking. Portfolio Tracking & Analysis • Track daily valuation of portfolios across asset classes. • Monitor benchmark indices and update internal dashboards. • Support creation of portfolio performance reports for management. MIS Reporting & Compliance • Prepare daily/wee...

About Enrich Money Enrich Money is a forward-thinking Wealth-Tech firm driving smart investments through its proprietary ORCA platform , available on web and mobile. As a trusted member of MCX, NSE, BSE, and CDSL , we empower investors with seamless access to multi-asset investment opportunities while delivering innovative solutions that bridge financial gaps. Job Summary We are looking for an experienced and passionate Trainer Stock Market to join our Learning & Development Department . The ideal candidate will play a key role in educating, mentoring, and inspiring learners by simplifying complex financial concepts and fostering financial literacy among investors and professionals. This rol...

Responsibilities: Prepare and analyze financial statements, reports, and forecasts to guide investment decisions Develop, maintain, and refine financial models for valuation, cash flow forecasting, and scenario planning. Pricing & Revenue Strategy

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

Strategic LeadershipDevelop and execute a comprehensive marketing strategy aligned with business goals across residential, commercial, and\/or investment portfolios. Define brand positioning and messaging to differentiate the company in a competitive real estate market. Collaborate with executive leadership to shape growth strategies and support new market expansion. Lead Generation & ConversionOversee lead generation efforts including digital marketing, paid media, SEO, SEM, social media, and email marketing. Work closely with the sales team to optimize the marketing\-t-sales pipeline and improve conversion rates. Leverage CRM and marketing automation tools to nurture leads and track campai...

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...

work: Oversee loan operations from origination to repayment Manage investment portfolios with compliance and accounting standards Collaborate on loan syndications and servicing for asset loans Developing clients for ASSET FINANCE & NPA companies Annual bonus Health insurance

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP 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...

Engage with leads provided by the company and convert them into active clients through consultative discussions. Consistently meet and exceed weekly and monthly sales targets.

*5Yr+ in Broking/Distribution of financial products/Wealth/PCG & Corporate Sales *Generating revenue from Third party product sales Insurance/IAP/PMS/PE/IAF/FD/Bonds *Building a strong client AUM book. *Min. 2 A/C’s of 5 Lac of Initial Margin. Required Candidate profile MBA or Equivalent with 5 Years relevant exp in broking Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Identify the Affluent Client segment in the market for new client acquisition.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.