246 Investment Portfolio Jobs - Page 2

Job Title : Investment Planning & Strategy - Analyst About the role: The Strategic delivery Analyst is responsible for supporting the development of the integrated strategy in M&C Europe, as well as working in the implementation of strategic projects in the region. The role works within the Strategic delivery team, providing support to capital allocation, network planning, VCP monitoring and strategic project analysis. Shift Timing: 11:00 am to 8:00pm IST Key Responsibilities: Monitors the progress of existing investment programs and growth projects and manages the accuracy of the investment pipeline Shape and manage the Capex and Revex investment portfolio, advising on reallocations, altern...

Key Responsibilities: Meet potential clients, explain mutual fund products, and assist them in choosing suitable investment options. Conduct door-to-door visits, participate in investor meetings, and generate leads from referrals. NISM V A - must Annual bonus Health insurance Travel allowance Food allowance

Hiring Now | Assistant Vice President- Equity Investment Fund Manager Delhi/Noida/Gurgaon | On-site | Full-time Are you a seasoned investment professional with a strong track record in equity portfolio management ? A reputed organization is looking for a senior-level leader to manage and grow its long-term equity investments. This is a confidential mandate being handled by our team at Lavya Associates, on behalf of a highly respected institution with a large, long-term investment portfolio. What You'll Do: Drive end-to-end equity investment strategy across public markets Manage a large proprietary portfolio focused on long-term, risk-adjusted returns Monitor global/domestic market trends, ma...

Hiring Now | Deputy Vice President- Equity Investment Fund Manager Delhi/Noida/Gurgaon | On-site | Full-time Are you a seasoned investment professional with a strong track record in equity portfolio management ? A reputed organization is looking for a senior-level leader to manage and grow its long-term equity investments. This is a confidential mandate being handled by our team at Lavya Associates, on behalf of a highly respected institution with a large, long-term investment portfolio. What Youll Do: Drive end-to-end equity investment strategy across public markets Manage a large proprietary portfolio focused on long-term, risk-adjusted returns Monitor global/domestic market trends, macroe...

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...

Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unders...

Role - Group CIO Location - Ahmedabad (On-Site) Reports to - Managing Director Qualification - Preferred CA/CPA Compensation - Best in the Market (Decent Hike on the Current) Major KRA - Actively lead the Listed and Unlisted Investment Portfolio, encompassing equity and private credit, under the guidance of the Investment Committee & Director. Manage the investment portfolio of the Family Group, ensuring alignment with strategic objectives and risk tolerance. Present investment opportunities to the investment committee for effective decision-making. Will be responsible for the continual review of investments, managing the Family Group & investment portfolio , and actively engaging with indus...

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...

Role: Investment Product Specialist - Digital Wealth Location- Mumbai Job Description : The purpose of the job is to be responsible for providing expert knowledge and support in the domain of securities products. This role involves deep understanding of investment products, market trends, and client needs to enhance the product offering and drive business growth. Key Responsibilities: Product Expertise: Develop and maintain an in-depth understanding of securities products, including equities, bonds, derivatives, and more. Stay updated on market trends and competitor offerings. Product Enhancement: Identify opportunities to enhance existing securities products. Collaborate with product develo...

Identify, acquire, and onboard new HNIs and UHNIs with a relationship size of 1cr and above. Generate new business through existing personal network. Conduct regular in-person client meetings, portfolio reviews, and achieve targeted growth in AUM. Required Candidate profile Must have 4+ years of expertise in the given skills: UHNI Acquisition PMS Relationship Management & Growth Financial Planning & Investment Advisory Product & Market Knowledge Targets & Business Growth

Greetings for the day!! ICICI Securities is hiring for the role of Relationship Manager across multiple locations. Location Kolkata, Ahmedabad and Chennai If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Relationship Manager Key Responsibilities: To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management) To manage assigned client base through virtual/client visits and provide financial / investment advisory, develop new relations through referencing and other sources To gene...

Role : Chief Investment Officer Location: Ahmedabad (On-Site) Role Overview: As the Chief Investment Officer, you will play a pivotal role in leading our investment portfolios, both listed and unlisted, under the guidance of the Investment Committee (IC) and Director. You will be responsible for the continual review of investments, managing the Family Group's investment portfolio, and actively engaging with industry stakeholders to identify and capitalize on market opportunities. Key Responsibilities: Actively lead the Listed and Unlisted Investment Portfolio, encompassing equity and private credit, under the guidance of the IC & Director. Conduct continual reviews of investments and provide...

We are looking to hire a candidate in the Performance Reporting Team The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Glo...

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...

Experience in risk assessment, financial modeling, and investment analysis. Role involves evaluating financial statements, market trends, and portfolios to identify risks and optimize investment opportunities.

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 ...

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 ...

Job Title: Personal Finance Executive Location: Vashi, Navi Mumbai Experience Required: 8 - 12 years Qualification: B.Com / M.Com / CA (Inter) / MBA (Finance) or equivalent Job Summary We are looking for a proactive and self-driven Personal Finance & Investment Strategist to manage the end-to-end financial portfolio of the promoter and family office. The ideal candidate must have strong expertise in personal finance, taxation, investment strategy, and property management with a high degree of confidentiality and independence. Key Responsibilities Manage individual and family accounts including income, investments, taxation, and documentation. Handle the promoters investment portfolio equitie...

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 ...

- Guide clients in equity investments - Provide research-based stock recommendations - Manage client portfolios effectively - Ensure superior client servicing & retention - Stay updated on market trends & regulatory changes Required Candidate profile - Graduated in Finance/Commerce - Salary up to 5.50 LPA + Incentives - 1–4 years of experience in equity advisory/stock broking - Strong knowledge of equity & investment More Info :: 84888 33693

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...

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 Title: Private Banker Advisory Location: Bangalore / Chennai / Mumbai About the Role We are partnering with a leading financial services platform that offers holistic wealth management, family office services, and investment advisory solutions. With a strong track record of serving HNI and UHNI clients across multiple geographies, the firm is now looking to expand its advisory team with seasoned professionals who can drive meaningful client relationships and deliver bespoke financial strategies. Key Responsibilities Act as a trusted advisor and single point of contact for HNI/UHNI clients, understanding their lifestyle needs, financial goals, and risk appetite. Devise tailored asset allo...

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...

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...