Portfolio Manager

We’re seeking a dynamic and experienced Wealth Manager / Portfolio Manager to take ownership of the entire client lifecycle—from acquisition and investment advisory to relationship management and portfolio execution. Key Responsibilities- Develop and manage strong relationships with HNI and ultra-HNI clients. Understand client goals and risk profiles to deliver tailored investment strategies. Construct, monitor, and rebalance portfolios across asset classes: Equity : ETFs, Mutual Funds, PMS, AIFs Debt : Bonds, MLDs, Structured Products Liquidity : Treasury & cash management solutions Conduct market analysis and work with research teams to identify opportunities. Lead regular portfolio reviews and client performance discussions. Drive AUM growth through new client acquisition, upselling, and referrals. Collaborate with internal teams for seamless investment execution and client service. Ensure compliance with all regulatory guidelines and internal policies . Required Skills & Qualifications- Education : Bachelor's degree in Finance, Commerce, Economics, or a related field Experience : Minimum 5 years in wealth/portfolio management or financial advisory roles Certifications (Mandatory): Valid NISM-Series certifications Preferred: CFP, CWM, CFA (any level) Technical Skills : Strong knowledge of financial markets, investment products, asset allocation Experience in portfolio construction, performance tracking, and risk assessment Preferred Qualifications- Experience managing multi-family office or ultra-HNI portfolios Proven ability to grow AUM and maintain long-term client relationships MBA or Postgraduate degree in Finance, Investment Management, or related field Show more Show less