246 Investment Portfolio Jobs - Page 6

TradeAir (IFSC) is an IFSCA-registered broker-dealer and fund management entity. We are seeking an experienced Chief Manager to join our GIFT City team. Role & responsibilities Manage and lead operations and compliance of fund-related activities. To liaise with various regulators and consultants to maintain compliance with the funds Interact and lead the investor sign-up process and soft reach out to potential investors. Work alongside our fund administrator, custodian, consultants and trustee on operational and ongoing matters. To take responsibility as Principal Officer under IFSCAs FME Regulation 2025 Understanding of corporate strategic initiatives, investment industry, AIFS with regulat...

Managing client portfolios by making sound equity investment decisions Develop equity investment strategies for PMS clients Conduct financial analysis Generate regular portfolio performance Required Candidate profile Graduate/Postgraduate in Finance, Economics, or related field; CFA/MBA preferred SEBI registered Portfolio Manager or eligible to register preferred

As a Fund Selection/ Fund Manager Research (Alternative Assets) in the Investment Portfolio, you will be responsible for leading quantitative and qualitative data requests from traditional and alternative asset managers for fund due diligence. Demonstrating subject matter expertise in leading the manager research vertical, you will play a crucial role in the investment decision-making and manager-selection processes. Your tasks will include conducting fund manager due diligence, maintaining updated investment due diligence notes, and organizing data on a central database. Upon receiving data from the investment manager, you will be in charge of formatting and inputting it into a company rese...

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

Dear Applicant, We are hiring Quality Analyst for our Hyderabad branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check ga...

Job Specifications Role Designation: Advisor Department: franchisee Function: Advisory Company: MOFSL Reporting to: Team Leader Location: MOT Prabhadevi Hyderabad Job Purpose Advising Franchisee on Commodity product Key Deliverables 1. Generating Brokerage. 2. Making them Familiar with the In-house Research Staff. 3. Conducting the Self Awareness Programs for Commodity Segment through Personal Visits/ Seminars / Work Shops and any other business development Activity if needed. 4. Handling important Franchisees and Servicing them Role Requirements 1. Any Graduate with minimum of 2-5 years of experience in the stockbroking industry is preferred. 2. Able to Understand Market Reports and share I...

Dear Applicant, We are hiring Quality Analyst for our Raipur/Indore branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Chec...

Dear Applicant, We are hiring Quality Analyst for our Ahmedabad/Surat/Rajkot branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set tar...

Dear Applicant, We are hiring Quality Analyst for our Lucknow/ Kanpur branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Ch...

Manage personal financial Personal accounts, trusts, and investment portfolios Track personal budgets, cash flows and financial performance Coordinate tax consultants Bill payments, expense tracking Monitor asset allocations Required Candidate profile Experience 15 years Gender Male

Job Details: Position: Research on Fund Managers (Alternative Assets)- Investment Portfolio Job Location: - Mumbai Shift Timing: - 12:30 PM to 9.30 PM Hybrid Policy: 3 days from office and 2 days work from home Role & responsibilities Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendati...

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distrib...

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA bala...

Willing to open DMAT accounts Ready for self-sourcing Salary : 3 to 8 Lpa Nism required Undergraduate and Graduate 60% Dealing and 40% Cross sales Financial Products • like Health Insurance, SIPs, Life Insurance, Mutual funds Required Candidate profile Require Candidate Stock Broking Company Exp 2-10 year experience Send update Resume Jobs@xwelljobs.com Contact us Jitesh Mathur Mobile No 9414133911

Dear Applicant, We are hiring Quality Analyst for our Jodhpur and Udaipur(Rajasthan) branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet...

Build and maintain strong relationships with HNI / Ultra HNI clients by understanding their financial goals, risk tolerance, and investment preferences. Conduct comprehensive economic and financial assessments to identify areas for client portfolio improvement and growth. Develop personalised financial plans and investment strategies aligned with client objectives and risk appetite. Recommend appropriate investment products, such as equities, bonds, mutual funds, and alternative investments, based on in-depth market research and analysis. Monitor and regularly review investment portfolios, making adjustments as necessary based on market dynamics and client needs. Provide clients with ongoing...

# Finance Analyst, Associate, or Senior Associate We are hiring for the role of Finance Analyst, Associate, or Senior Associate with the following profile: Qualification: Chartered Accountants (CAs) with strong quantitative and financial modelling skills Work Background: Must have worked with investment bankers or real estate developers Experience: 24 years Location Preference: Open to working from Bangalore or Mumbai

Role & responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives hig...

*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.

Join us as a VP- Treasury, where you will lead funding and investment activities for the India branch, manage the INR investment portfolio, and act as a key stakeholder in ALCO forums and regulatory engagements. To be successful as a VP-Treasury, you should bring deep experience in managing INR and FCY funding, fixed income investments, and Treasury governance while supervising business-related funding requirements across the India franchise. You will be assessed on your ability to lead Treasury interactions, manage regulatory and rating agency expectations, and drive investment strategy and issuance programs with precision and accountability. Basic/Essential Qualifications: 1. Experienced i...

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...

Join us as a VP- Treasury, where you will lead funding and investment activities for the India branch, manage the INR investment portfolio, and act as a key stakeholder in ALCO forums and regulatory engagements. To be successful as a VP-Treasury, you should bring deep experience in managing INR and FCY funding, fixed income investments, and Treasury governance while supervising business-related funding requirements across the India franchise. You will be assessed on your ability to lead Treasury interactions, manage regulatory and rating agency expectations, and drive investment strategy and issuance programs with precision and accountability. Basic/Essential Qualifications: 1. Experienced i...

Responsibilities: * Monitor market trends & risks * Collaborate with wealth managers on client portfolios * Analyze investments, create plans & recommendations * Manage AIFs, oversee portfolio performance

Additional Job Description Person Specification Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are mapped to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients needs including local market, tax, estate planning and liquidity. Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families Experience of building a client base using internal and ext...

Axis Securities Limited is looking for Equity Dealer to join our dynamic team and embark on a rewarding career journeyClient Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions Trade Execution: Executing buy and sell orders for clients in the stock market and other securities markets Market Research: Conducting research and analysis on financial markets, individual stocks, and economic trends to inform investment decisions Portfolio Management: Assisting clients in managing their investment portfolios and making adjustments as needed Order Routing: Routing client orders to various exchanges and trading pla...