Portfolio Manager

3 weeks ago

Mumbai Maharashtra India, Maharashtra Equirus Full time

Qualification:

MBA (Finance), CA, CFA, or equivalent professional qualifications.


Experience:

6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.

Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.


Roles & Responsibilities:


Equity Research & Advisory

  • Lead the Direct Equities desk, overseeing idea generation, sectoral/thematic research, and stock recommendations tailored to PCG clients.
  • Develop and monitor model portfolios, investment strategies, and tactical calls for HNI/UHNI clients.
  • Ensure research coverage is client-centric, differentiated, and actionable.
  • Guide research analysts in producing high-quality reports and market insights.

Client Portfolio Strategy

  • Provide direct equities portfolio advisory to relationship managers and clients.
  • Conduct periodic portfolio reviews and performance assessments.
  • Identify market opportunities across large-cap, mid-cap, and emerging sectors aligned to client objectives and risk profiles.
  • Drive adoption of long-term equity investing discipline while balancing tactical opportunities.

Business Growth & P&L Ownership

  • Portfolio Manager - Direct Equities PCG will be responsible for the profitability of the business unit, ensuring sustainable growth in AUM and revenues.
  • Work closely with PCG Relationship Managers, Sales, and Product teams to expand client penetration in direct equities.
  • Monitor and optimize equity advisory revenues (brokerage, advisory fees, PMS/structured equity solutions, etc.)

Team Leadership

  • Lead a team of equity strategists, research analysts, and product specialists.
  • Provide training and mentoring to Relationship Managers to strengthen direct equity advisory capabilities.
  • Build a high-performance culture focused on client outcomes and research excellence.

Compliance & Risk Management

  • Ensure compliance with SEBI and other regulatory guidelines on research, advisory, and client communications.
  • Establish robust risk management frameworks for stock selection and portfolio recommendations.
  • Maintain the highest standards of governance, ethics, and transparency in equity

  • Portfolio Manager

    4 days ago

    Mumbai, Maharashtra, India Equirus Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Description:About EquirusAbout Equirus WealthEquirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.For more details you can visit us at Equirus Wealth is a holistic Wealth Management platform founded in 2018...

  • Senior Business Development

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Chemill Pharma Ltd. Full time

    About the Role:We are seeking a highly experienced and dynamic Senior Business Development & Portfolio Manager to lead and expand our finished formulations portfolio and drive global growth. This senior-level role goes beyond portfolio strategy—it requires leadership in team building, cross-functional alignment, and strategic decision-making. The ideal...

  • Portfolio Manager

    2 days ago

    Mumbai, Maharashtra, India Small Finance Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Product & Programme Manager – Personal LoansLocation: Mumbai , KalinaDepartment: Personal LoansExperience Required :2–3 years in Personal Loan portfolio management ( from Banking or NBFC )Education: MBA/PGDM (Finance or Analytics preferred), CA, or equivalentCandidates from Mumbai can apply no relocation...

  • Portfolio Manager

    7 days ago

    Mumbai, Maharashtra, India Vi (Vodafone Idea) Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    AGM - Portfolio Vodafone Idea Limited is an Aditya Birla Group and Vodafone Group partnership. It is India's leading telecom service provider. The Company provides pan India Voice and Data services across 2G, 3G and 4G platform. With the large spectrum portfolio to support the growing demand for data and voice, the company is committed to deliver...

  • Product Portfolio Management

    2 weeks ago

    Mumbai, Maharashtra, India Ashish Life Science Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role & responsibilitiesWe are seeking a dynamic and strategic Product Portfolio Manager to lead the lifecycle planning, market alignment, and global positioning of our pharmaceutical products targeting the US and European markets. This role bridges Indian innovation with international regulatory and commercial landscapes, ensuring our portfolio remains...

  • Portfolio Manager, Associate

    6 days ago

    Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About The Role :  Job TitlePortfolio Manager LocationMumbai, India Corporate TitleAssociate Role Description Risk & Portfolio Management (RPM) is part of the global Trade Finance and Lending (TF&L) group and is responsible for developing and coordinating a comprehensive risk-to-revenue strategy to maximize portfolio risk/returns while proactively...

  • Portfolio Management

    9 hours ago

    Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    In Scope of Position based Promotions (INTERNAL only) Job Title: Portfolio Management & UKI OR Risk Centre, VP Location: Mumbai, India Corporate Title: Vice President Role DescriptionYou will be joining OR Group Portfolio Risk Management team, focused on enabling proactive oversight and management of the Bank's OR risk profile. What we'll...

  • Portfolio Manager Support

    6 days ago

    Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    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 DWS provides flexible...

  • Head of Portfolio Management

    1 week ago

    Mumbai, Maharashtra, India JITO INCUBATION & INNOVATION FOUNDATION Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Job Title: Head of Portfolio ManagementLocation:Andheri East, MumbaiOrganization name:JITO Incubation and Innovation Foundation (JIIF)Company Type:Angel Network/ Incubation centre / Startup AcceleratorReports to:Chief Operating Officer (COO)Type:Full-time | Executive-LevelAbout Us:We are an investment firm that has backed 110+ startups with investments...

  • Portfolio Manager- PL

    7 days ago

    Mumbai, Maharashtra, India Wikilabs Full time ₹ 1,50,000 - ₹ 20,00,000 per year

    Portfolio Manager – Personal LoansLocation: Kalina, MumbaiExperience: 7–12 years (Retail Lending / Personal Loans)Education: MBA/PGDM (Finance/Analytics), CA, or equivalentAbout the RoleWe are looking for an experienced Portfolio Manager – Personal Loans to lead end-to-end product lifecycle and programme execution. The role involves managing P&L,...