246 Investment Portfolio Jobs - Page 3

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 Global Capital Markets and working knowledge of various Asset Classes an...

We will count on you to : Take charge of the imminent delivery workflow coming in to IC Driving new business initiatives that are combination of research and delivery specs as known at the moment Stakeholder management Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations. Liaising with wider operational, portfolio management and consulting teams across Mercer, ...

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...

Responsibilities: * Manage investments strategically * Oversee fund operations & compliance * Ensure portfolio performance & risk management * Collaborate with dealers on market insights & trades

Responsibilities: * Manage investor relationships, fundraise, equity valuation. * Oversee PMS operations, AIF operations, investment advisory. * Conduct equity analysis, NSDL/CDSL compliance, financial risk management. Annual bonus

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...

Greetings for the day!! ICICI Securities is hiring for the role of Relationship Manager across multiple locations. Location – Chennai, Bangalore, Ahmedabad 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 gen...

About The Role : Job Title Portfolio Manager Support (Data Analytics), Real Estate LocationMumbai, India Role Description About DWS DWS, publicly listed asset management division of Deutsche Bank, is one of the world's leading investment management organizations with over $1 trillion of assets under management (as of 30 June 2025). DWS provides flexible products and solutions to a wide range of investment opportunities across all asset classes from pooled funds to highly customized portfolios for a wide range of investors and offers individuals and institutions traditional and alternative investments across all major asset classes. About DWS US Real Estate The DWS US Real Estate business man...

Strategy & Investments:Lead - Strategic Investments Broadly look into all aspects of investments (non-treasury) for the Bank from a strategic perspective from initial identification of opportunities to actual investment being done to eventual exit from the investment The role would include ongoing monitoring of the portfolio performance, identifying areas of synergies with investee companies coordinating with various businesses within the Bank About the Role: We are looking for resources who have worked in banking projects mainly in the retail assets space The concerned resources will be responsible for implementation of large scale transformation projects in the retail assets function The p...

Manages HNI/Ultra-HNI portfolios, investments, and wealth strategies.This role involves client relationship management, portfolio optimization, and ensuring financial growth and risk mitigation.

Roles & Responsibilities :- Identify and evaluate opportunities for acquiring loan portfolios - Home Loans, LAP. Conduct initial discussions with originators for securitization deals. Coordinate with internal business and product teams to assess suitability of portfolios. Review underlying loan agreements, origination processes, and customer profiles. Work with treasury and legal teams to structure the securitization/assignment transactions. Prepare MIS and reports for management, investors, and regulators. Explore new partnerships with banks, NBFCs, fintechs, and microfinance institutions. Stay updated on market trends, RBI guidelines, and competitor practices.

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.

*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 upd...

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 upd...

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 envi...

*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 a...

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) Han...