129 Investment Portfolio Jobs - Page 4

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leader? N 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 touch-points About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes & subclasses. Decisions on products with the asset / sub-asset class. Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics & Product Expertise Coach RM teams on latest products and research available Conduct the market update calls for the RMs on a regular basis This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank Client calls (along with the RM) to educate, provide details and source investments in these products Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same Qualifications Optimal qualification for success on the job is: Graduation/Post-Graduation from a recognized institute one or more of the following: MBA, CA, CFA, CFP Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc Understanding of quantitative asset allocation methodologies. Ability to develop view on risk associated with different product investments. Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. Ability to work with experienced team. Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

RB - Affluent Business: Investment specialist INTERNAL USAGE: No. of Vacancies: 1 Reports to: RIC Is a Team leader? N 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 touch-points About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes & subclasses. Decisions on products with the asset / sub-asset class. Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics & Product Expertise Coach RM teams on latest products and research available Conduct the market update calls for the RMs on a regular basis This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank Client calls (along with the RM) to educate, provide details and source investments in these products Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same Qualifications Optimal qualification for success on the job is: Graduation/Post-Graduation from a recognized institute one or more of the following: MBA, CA, CFA, CFP Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc Understanding of quantitative asset allocation methodologies. Ability to develop view on risk associated with different product investments. Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. Ability to work with experienced team. Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

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 Principals to lead investment execution and portfolio development across our core funds: 2 roles in Mumbai for Artha Venture Fund Reports to: Managing Partner, Artha Venture 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.

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.

Meet clients to understand their financial goals and risk tolerance Recommend suitable investment products based on client objectives Establish, grow, and oversee investment relationships Act as the primary client contact and trusted investment advisor Provide timely market updates and house views to clients Drive sales by offering tailored solutions to client portfolios Enhance client experience through strong relationship management. Key Skills Required: In-depth understanding of Markets and Products Proficiency in various asset classes Experience in offering investment advice and solutions Excellent interpersonal and communication skills Strong analytical abilities Digital proficiency.

Company Description: AllianceBernstein ( AB ) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. Group Description: AB Structured Private Placements is a key strategic vertical within the broader AB Private Alternatives team, managing +$50 billion of AUM. AB Structured Private Placements provides value added investment portfolio solutions to institutional clients, primarily in the insurance industry. The solutions provided by AB Private Alternatives are critical to the competitive positioning and asset liability management requirements of our insurance company clients. Specific Responsibilities: Ongoing monitoring of portfolio companies Updating and maintaining portfolio company financial reporting models Creation of quarterly valuation and portfolio management materials Ad-hoc projects including legal tracking, industry research and comps projects, KPI tracking, data validation, report generation, etc. Supporting credit team in portfolio company active deal work (amendments, upsizes, etc.) What makes this role unique or interesting: Exposure to a variety of asset class and sector business models Opportunity to present to senior credit team member Opportunity to use and develop diverse skill set including financial modeling, technology, writing, and presentations Opportunity to be part of a collaborative team Opportunity to mentor and lead team members as the business grows Qualifications, Experience, Education: This position requires: Excellent financial analysis and modeling skills Strong quantitative background, excellent academic credentials Strong analytical, verbal and written communication, organizational, and interpersonal skills Proactive, resourceful, and self-starter mindset Ability to work independently and as well as a part of a team 2+ years relevant professional experience Location: Pune, India Pune, India

Strong analytical and financial modeling skills. Experience in family office, PE/VC fund, or wealth management setup. High attention to detail, ownership mindset, and execution capability. Portfolio Management & Reporting.

Hi, SBI Securities is hiring for Quality Analyst Role in Udaipur & Jodhpur. CTC: Upto 5lpa Designation: Quality Analyst 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. Competencies Required- A. Good spoken and written communication B. Listening skills C. Confidence and Presentation skills D. Ability to explain information clearly and simply E. Convincing skills Essential Educational & Experience Qualification- A. Graduation / MBA in any stream with1- 3 years of dealing/advisory experience in broking domain. B. Experience of Capital Markets is mandatory. Interested candidate can share cv at tulsi.karki@sbicapsec.com or whatsapp on my no. Please call between 10-5pm mon. to fri. Thanks, Tulsi- HR 8290141000 SBI Securities

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore 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

SEBI-registered investment,,,, Investment Advisor/Relationship Manager || Stock Yaari Technologies Private Limited 0-5 years 2Lacs to 4 Lacs Noida - Sec 3 Were Stock Yaari Technologies Private Limited, a fast-growing fintech startup reimagining how everyday Indians invest, save, and grow their wealth. No jargon. No noise. Just honest, data-driven, personalized financial guidance powered by tech, backed by humans. We're building the future of ethical, accessible investing , and were looking for NISM-certified advisors who want to make real impact , not just hit sales targets. We're looking for a NISM-certified Investment Advisor who shares our passion for financial literacy, ethical advice, and long-term client success. Empower Clients Understand their dreams, goals, and fears. Help them build a personalized financial roadmap from budgeting and investing to retirement and wealth creation. Build Smart Portfolios Recommend diversified, well-researched investment options tailored to client needs across mutual funds, equity, debt, insurance, and more. Be a Trustworthy Guide Offer ongoing advice, educate clients on market movements, and help them stay the course. Monitor & Adapt Track portfolio performance and adjust strategies proactively to align with changing life situations and market conditions. Stay Compliant – Ensure that every interaction follows SEBI and NISM regulations and reflects the highest standards of ethics. Learn & Grow – Stay updated with trends, tools, and evolving regulations. We support your learning with regular training and certification programs. You Tube Videos – Creation of You Tube Videos on daily basis. What You Bring: Valid NISM Series certifications. Degree in Finance, Commerce, Business, or related fields (MBA/CA/CFP/CFA is a plus). Excellent communication skills — you can explain complex financial concepts in simple, relatable ways. Strong analytical thinking and a passion for problem-solving. A client-first attitude, with a deep sense of responsibility and empathy. Bonus if you're a SEBI-Registered Investment Advisor (RIA) or have fintech or HNI advisory experience. Why Join Us? A mission-driven team where values come before volumes. Transparent, ethical work culture — no hard selling or misselling. Access to cutting-edge tools, research, and training. Clear career path with real mentorship and leadership opportunities. Opportunity to make a real impact in people’s financial lives. Ready to Make Finance Meaningful Again? If you're someone who truly cares about helping others make smart money decisions — not just selling products — we want to hear from you.

Job Description: Financial Planner ( Female Candidates Only) Position Title: Financial Planner Department : Financial Planning & Advisory Location: Navi Mumbai (Kharghar) Employment Type: Full-Time Reporting To: Head - Financial Planning / Director About Us We are a women-driven, women-owned financial planning and investment management company committed to empowering individuals, especially women, to achieve financial independence and long-term prosperity. We offer ethical, research-driven, and tailored financial solutions to HNI, individual, and corporate clients. Website: www.vfinancialservices.com Position Overview As a Financial Planner, you will be responsible for developing comprehensive financial plans tailored to individual client needs and guiding them toward their financial goals. You will work closely with clients to analyze their financial health, recommend suitable investment strategies, and ensure long-term financial success. The ideal candidate should have strong interpersonal skills, deep financial knowledge, and a passion for ethical financial advisory. Roles & Responsibilities 1. Comprehensive Financial Planning • Conduct detailed financial needs analysis for individuals, families, and businesses. • Prepare customized financial plans including: • Goal-based planning (education, marriage, retirement, legacy) • Wealth creation & protection • Retirement planning • Tax optimization strategies • Risk assessment & mitigation through insurance planning • Monitor and review financial plans regularly to ensure alignment with evolving goals and market conditions. 2. Investment Strategy & Advisory • Provide professional recommendations on: • Mutual Funds • Fixed Income (FDs, Bonds, NCDs) • Equity-linked plans (ELSS, Stocksif applicable) • Insurance (Life & Health) • PMS / AIF (for eligible clients) • Assess risk profiles using scientifically structured tools and design optimal asset allocation strategies. • Stay informed about market trends, product updates, and regulatory changes to offer current and compliant advice. 3. Client Engagement & Relationship Building • Foster trust and long-term relationships with clients through regular financial reviews and proactive communication. • Address client queries, concerns, and provide clarity on financial products, strategies, and market conditions. • Ensure a seamless experience for clients during onboarding, execution, and review processes. 4. Compliance & Documentation • Ensure strict adherence to SEBI, AMFI, and regulatory frameworks. • Maintain accurate, updated, and compliant records of financial plans, transactions, and communications. • Ensure completion of necessary documentation for KYC, risk profiling, and investment execution. 5. Business Growth Contribution • Support business development through referrals, networking, and offering superior client experience. • Collaborate with internal teams for cross-functional tasks like tax planning, insurance coordination, or estate planning, where applicable. • Participate in financial literacy initiatives such as webinars, client education sessions, and knowledge sharing. Candidate Requirements Educational Qualification: • Graduate in Commerce / Finance / Economics / Management or related field (Mandatory) • Certifications (Preferred): • Certified Financial Planner (CFP) Preferred / Mandatory • NISM XA & XB Mandatory • AMFI Registration Advantageous Experience: • 2 to 5 years of experience in wealth management, financial advisory, or investment planning. • Fresh CFP graduates with internship exposure may also apply for entry-level positions. Technical Skills: • Sound knowledge of financial planning concepts, taxation basics, and investment products. • Proficiency in MS Excel, Financial Planning Software (e.g., Goal Planning Tools), Mutual Fund transaction platforms, and CRM tools. Behavioral & Soft Skills: • Excellent interpersonal and communication skills. • Ability to simplify complex financial concepts for clients. • Client-centric approach with ethical advisory practices. • Attention to detail, organizational skills, and the ability to manage multiple client relationships simultaneously. • Professionalism, integrity, and confidentiality are essential. Key Performance Indicators (KPIs): • Number of financial plans created and reviewed. • Client satisfaction and retention rates. • AUM (Assets Under Management) contribution. • Compliance adherence and timely documentation. • Contribution to cross-selling and referrals. Why Join Us? • Women-driven leadership environment fostering empowerment and growth. • Transparent work culture with continuous learning opportunities. • Attractive incentive structures linked to performance. • Opportunities for career advancement into senior advisory or leadership roles. • Exposure to multi-asset product advisory and comprehensive wealth solutions. & responsibilities Preferred candidate profile : CFA certified candidates with hands on experience in finncial planning

SVP / VP / AVP/ Relationship Managers - PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 5. Understanding of clients profile and suggest Portfolio/ Asset Allocation. 6. To improve and maintain the client activity ratio by activating clients across the segments 7. Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Location : Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Ahmedabad,DELHI, Telangana, Vadodara.

Equity sales to all Clients of branch with special Focus On HNI Clients, Revenue Generation from equity,Commodity&equity products to meet branch overall equity broking targets. Help customer trade online & Place order on behalf Customers. Required Candidate profile Achieving The Business target assigned to branch in terms of Broking revenue,acquiring Clients,enhancing & upgrading the client Relationship.Ensuring the highest level of service to the clients.

Job Purpose A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. He/she will help the RMs and coach on various investment products available in the bank. Also review the client’s investment and update them on regular intervals Key Accountabilities Ownership of the Investments target of the Region / Area they are mapped to Increase of Mutual Fund AUM for the mapped Area. Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of attendance to comply with internal and regulatory guidelines. Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products. Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes. Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members and Unit Heads. Always ensure customer-centricity, adherence to fair dealing norms and compliance to internal and regulatory guidelines. Increase Investment penetration and RM productivity Job Duties & responsibilities Ensure to build up MF AUM and trail revenue for the assigned catchment/ unit Ensure right recommendations as per the client risk profile and periodic reviews for the clients Training and keeping the RM’s updated on all latest market updates/ products Required Experience At least 10+ years of in Banks / NBFC handling client portfolio’s Education / Preferred Qualifications Bachelor’s degree from a recognized university Post graduate qualifications are desirable but not necessary if suitably compensated by top notch exposure to above listed experience Mandatory certification like MF distribution exam and PMS certification CFP will be preferred Core Competencies In depth knowledge of MF / PMS / AIF and all investment products Knowledge of current markets – Debt / Equity/ Economy Excellent communication, presentation and interpersonal skills Proactive to learn and drive business and people Technical Competencies Nil Work Relationship Ability to work with people well Willing to travel DBS India - Culture & Behaviors Drive performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints Build pride and passion to protect, maintain and enhance DBS’ image and reputation Enhance knowledge base, build skill sets & develop competencies Invest in team building & motivation through ideation & innovation Execute at speed while maintaining error free operations Develop a passion for performance and grow the talent pool Maintain the highest standards of honesty and integrity

Company Description: AllianceBernstein ( AB ) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. Group Description: AB Structured Private Placements is a key strategic vertical within the broader AB Private Alternatives team, managing +$50 billion of AUM. AB Structured Private Placements provides value added investment portfolio solutions to institutional clients, primarily in the insurance industry. The solutions provided by AB Private Alternatives are critical to the competitive positioning and asset liability management requirements of our insurance company clients. Specific Responsibilities: Ongoing monitoring of portfolio companies Updating and maintaining portfolio company financial reporting models Creation of quarterly valuation and portfolio management materials Ad-hoc projects including legal tracking, industry research and comps projects, KPI tracking, data validation, report generation, etc. Supporting credit team in portfolio company active deal work (amendments, upsizes, etc.) What makes this role unique or interesting: Exposure to a variety of asset class and sector business models Opportunity to present to senior credit team member Opportunity to use and develop diverse skill set including financial modeling, technology, writing, and presentations Opportunity to be part of a collaborative team Opportunity to mentor and lead team members as the business grows Qualifications, Experience, Education: This position requires: Excellent financial analysis and modeling skills Strong quantitative background, excellent academic credentials Strong analytical, verbal and written communication, organizational, and interpersonal skills Proactive, resourceful, and self-starter mindset Ability to work independently and as well as a part of a team 2+ years relevant professional experience Location: Pune, India Pune, India

Strong understanding of financial markets, investment products, economic principles in India &globally, Analyze financial statements &develop valuation models for different asset classes, Strong research, analytical, and quantitative analysis skills. Required Candidate profile Investment Advisor Level 1&2 - NISM Series XB and XB Certification experience 2-4 yrs as Investment Advisor/ analysis, financial modeling, financial analysis, portfolio management with a reputed Org.

This is an opportunity to put your skills to the test in an exciting new career challenge as you define and lead a strategic portfolio of strategic change programmes you'll own all programme plans, controls, resource plans and progress reporting, keeping a constant focus and challenge on delivering customer value Joining a fast paced and forward thinking environment, you'll benefit from valuable stakeholder exposure, and will gain great recognition for you and your work We are offering this role at director level What you'll do In your new role, you'll be accountable for the programme and project lifecycles to deliver sustainable business and customer outcomes, while ensuring all governance, risk, finances and resources are managed effectively across a range of delivery methodologies. you'll prepare a financial business case for the programme with a clear line of sight to customer value being delivered in accordance with the investment portfolio and funding requirements. you'll be delivering customer value by defining the programme, including the preferred methodology working with a range of stakeholders, while making sure they follow the appropriate objectives, structure and scope. you'll also be: Working with delivery teams and the relevant centres of excellence, to make sure the appropriate resources, with the right skills and capabilities to deliver customer value, are assigned to deliver the programme Building, managing and maintaining a positive working relationship with senior stakeholders across multiple franchises, domains and functions, influencing decision making in line with business objectives Understanding the impacts other programmes or domain backlogs may have and manage the dependencies The skills you'll need we'll look to you to bring knowledge and experience of programme and portfolio management theories, models and practices, such as Agile and DevOps environments. you'll also need: At least ten years of experience in scaled agile change management in delivering strategic projects that support a business strategy and its growth agenda Familiarity with d ata management, customer and reference data An appropriate programme management qualification To be a very capable communicator with the ability to communicate complex technical concepts clearly, with good collaboration and stakeholder management skills

Conduct internal audits of financial and operational processes. Evaluate the effectiveness of internal controls and identify areas for improvement. Assess risk management processes and provide recommendations. Required Candidate profile CA with over 8 yrs of exp in internal audit within a Family Office is essential. Strong knowledge of internal audit standards & best practices. Exp with risk management & internal control frameworks

As an Account Manager, you will be responsible for engaging our buy-side solutions users to drive value-add product adoption, workflow optimization and expansion within our buy-side client community. This role heavily interacts with multiple internal business areas across regions, ensuring effective collaboration in providing best solutions and service to our clients. Strong communication and project management skills are essential for this client-facing role. you'll work closely with Implementation, Support, and Operations to ensure firms are using the enterprise solution as intended and supported at the level the buy-side community expects from a strategic investment technology partner. you'll build strong relationships across your coverage and find opportunities to expand the firm s use of buy-side enterprise services. you'll demonstrate credibility with competency and knowledge of the buy-side community. we'll trust you to: Develop and maintain strong buy-side client relationships through consultative engagement Strategically look across your clients to determine gaps in workflow to expand Bloomberg product footprint Proactively find and monitor at-risk users to defend the Bloomberg business Develop a sound understanding of Bloomberg s products, how they integrate with financial markets, and have the ability to position our solutions appropriately Collaborate with other teams across Sales to identify cross-selling opportunities for additional products Contribute innovative ideas that anticipate and address client needs Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products Participate actively in new projects that drive departmental and firm-wide initiatives you'll need to have: Strong understanding of financial markets including Equities, Fixed Income, and derivatives A competent grasp of the buy-side workflow and trade life cycle Demonstrable ability to identify new prospects, and build and maintain solid client relationships Proven track record of outstanding customer service, ideally servicing Financial Institutions Ability to identify opportunities to grow existing business relationships Excellent communication and presentation skills Aptitude to excel in a fast paced, rapidly growing environment

Looking for a motivated Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify new business opportunities and expand existing client relationships. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and competitor activity to provide informed guidance on investment strategies. Identify cross-selling opportunities across various banking products to increase revenue growth. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Strong understanding of Mutual Funds and their applications in different investment portfolios. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets consistently. Strong analytical and problem-solving skills are needed to analyze market trends and provide informed advice. Proficiency in using technology-based tools and platforms to manage client relationships effectively. A graduate or postgraduate degree in any field is required, along with relevant certifications or training programs as necessary.

1. Investment Management: Be responsibility for entire lifecycle management of all investors in the portfolio. 2. Fundraising Support: Preparing materials including documents and analysis as well as directly interacting with different kinds of investors including HNIs, Institutional investors, Banks / NBFCs etc. 3. Documentation & Compliance: Handle the documentation and compliance processes for fund raise via various instruments including asset leasing, debentures, equity, etc. 4. Research & Strategy: Support the team in analytical and strategic insights pertaining to the existing portfolio. Also support the team with research pertaining to future business strategy (AIF, SM REIT etc.) 5. Ad-hoc Support: Provide administrative and operational support to the team on an as-needed basis.

Join us as a Portfolio Manager This is a great opportunity to take on a role in an innovative, forward thinking environment where you ll be able to have a tangible effect on the function We ll look to you to manage a rolling investment portfolio to realise the strategic objectives of an enterprise domain or platform by providing investment planning, transformation portfolio and design services Youll be exposed to a wide range of stakeholders, putting you in a unique position to build a credible network that will open the door to excellent career opportunities Were offering this role at vice president level What youll do As a Portfolio Manager, you ll be defining and developing the portfolio structure to provide appropriate governance, control and management of the enterprise-wide portfolio, domain portfolio or platform portfolio, including any associated interdependencies. It s a highly collaborative role that will see you working closely with domain leads, release train managers, product owners and enterprise architects. In doing so, you ll be conducting regular reviews of the investment portfolio and backlog, challenging the status quo and driving informed decision making about portfolio priorities, making sure that impacts on risk, stability and resilience from a customer and bank perspective are considered. You ll also be: Providing platform, domain and cross-domain coordination across strategic programmes and backlogs in order to identify gaps, overlaps, interdependencies and design conflicts Creating and managing a rolling wave strategic themed investment plan that s aligned with the expected future business value outcomes Working with finance stakeholders to help set the domain or platform frequent rolling spend budget based on a domain and platform rolling wave investment plan Understanding the overall domain or platform risks, how they may impact the portfolio and reducing where possible Tracking and reporting on portfolio costs and making sure the portfolio is completed within the agreed domain or platform spend rolling budget The skills youll need To join us in this role, you ll ideally hold an appropriate portfolio management qualification, such as Prince 2, Agile or SAFe Portfolio Management. Youll also need: 12+ years of experience in managing portfolio for intelligent automation platform Experience in financial forecasting and actuals with strategic workflow management and other support activities Experience to manage portfolio consisting of multiple platforms such as RPA, eForms, power apps Hours 45 Job Posting Closing Date: 17/06/2025

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist - Investments 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, including management of projects as they arise. Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines. Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projects Production of bespoke and ad-hoc investment reports. Assisting in the implementation of changes to investment strategy arrangements as decided by our clients Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks Prepare a Client Audit Request response and a typical Client Valuation Request response Prepare valuation reports basis the cash flow information for the clients investment portfolio Contribute to other investment consulting support activities as assigned Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines Where appropriate, propose updates and improvements to current processes Contribute to other group projects as assigned Contribute and participate in knowledge development initiatives Coaching and guidance to the junior and new team members Attend queries, concerns, suggestions from stakeholders What you need to have: Prior Experience: 2-4 years of work experience in financial sector Education/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA. Candidates having MBA/CFA/FRM will be an advantage Adept in undertaking and articulating investment research and insights Ability to understand and interpret large amounts of fund performance indicators Comfortable in using Microsoft Word, Excel and PowerPoint Ability to work as part of a team What makes you stand out: Excellent verbal and written communication skills Ability to absorb new information quickly Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills Planning and Organising: Is able to prioritise workload effectively in order to support the team Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person

Are you a highly persuasive communicator with a passion for helping people navigate financial processes? Paisa bazaar, India's largest consumer credit marketplace, is looking for a driven Advisor- Investment to join our dynamic team. If you thrive in a target-driven environment and are committed to ensuring a seamless user experience, we want to hear from you! Location - Gurgaon Sector 44 Working Days - 6 Days Role - Advisor/SME/Team Lead 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. Document Assistance: Assist users with document uploads (ID, address proof). Tech Troubleshooting: Collaborate with the tech team to resolve portal/app issues. Complex Case Escalation: Escalate complex cases (e.g., document rejection) to the KYC operations team. CRM Logging: Log all call outcomes in the CRM system. Reporting: Share daily/weekly reports on conversion rates and user feedback. Compliance & Data Security: Ensure adherence to KYC regulations and maintain user data confidentiality. Interested Candidates can call or WhatsApp their resume on 8800013127 (Kiran) OR kiranyadav@paisabazaar.com