246 Investment Portfolio Jobs - Page 8

Manage income, expenses and investment Tax preparation Budgets, Cash Flows Manage attorneys Review Financial statements Handle bill payments, expense tracking Investment income, asset allocations Required Candidate profile Gender Male

About LenDenClub LenDenClub is a leading peer-to-peer lending platform that provides an alternate investment opportunity to investors or lenders looking for high returns with creditworthy borrowers looking for short-term personal loans. With a total of 8 million users and 2 million+ investors on board, LenDenClub has become a go-to platform to earn returns in the range of 10%-12%. LenDenClub offers investors a convenient medium to browse thousands of borrower profiles to achieve better returns than traditional asset classes. Moreover, LenDenClub is safeguarded by market volatility and inflation. LenDenClub provides a great way to diversify one s investment portfolio. LenDenClub has raised US...

Relationship Manager/Senior Relationship Manager - PBG & NRI (Emerald Desk - HNI & UHNI) Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good c...

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 seamle...

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 seamle...

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 seamle...

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 seamle...

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 seamle...

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 seamle...

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...

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...

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...

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...

-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 de...

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, a...

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 comprehensi...

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 c...

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 sustainab...

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...

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,...