Strategic Portfolio Manager
8 hours ago
Job OpportunityWe are seeking a highly skilled Strategic Portfolio Manager to join our team. As a key member of our organization, you will be responsible for managing a portfolio of clients and driving their financial growth.The ideal candidate will have a strong understanding of financial markets and investment products, as well as excellent communication skills to effectively explain complex concepts to clients. If you are passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.About the RoleManage a portfolio of 80-100 clients with a current aggregate AUM of ₹100-150 Cr, with the potential to scale up to ₹300-350 CrConduct quarterly video reviews with each client to discuss their portfolio performance, benchmark comparisons, and address any queriesMaintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communicationDrive portfolio growth by initiating systematic investments and securing additional capital commitments to expand client wallet shareAnalyze client portfolios and recommend optimization strategies in line with our investment philosophyRequirementsMinimum 4 years of sales or advisory roles experience in financial services like banks, NBFCs & AMCsGood academic credentials, such as an MBA from a top business school, CFA Level 2/3, or CAExcellent communication skillsStrong alignment toward sales and client relationship managementDeep knowledge of financial markets and investment products like mutual funds, portfolio management services, and alternative investment fundsAbility to explain complex investment methodology to clients in simple termsHigh ownership and strong stakeholder management skills (both internal and external)
-
Strategic Portfolio Manager
2 weeks ago
bangalore, India beBeeRegulatory Full timeJob Overview:We are seeking a skilled professional to manage client product portfolios, update guidelines, and maintain calendars for the MENA region.Responsibilities include compilation, review, and submission of registration dossiers in various regions.Handling regulatory queries/deficiencies across multiple countries.Submission of Supplements/Variations...
-
Portfolio Manager
22 hours ago
bangalore, India Ashraya Hastha Trust Full timeJob Title: Portfolio Manager Reports To : Senior Portfolio Manager Salary Range: Salary will be commensurate with experience and profile, as per industry standards Based at: Bangalore, Karnataka Description : The portfolio Manager will play a central role in the developing portfolio strategy for Ashraya Hastha Trust, lead end to end grant management within...
-
Strategic Portfolio Analyst
1 week ago
bangalore, India beBeeInvestment Full timePortfolio Optimization SpecialistArcana provides cutting-edge analytics solutions for leading investment firms.As a Portfolio Optimization Specialist, you will collaborate with portfolio managers, risk analysts, and CIOs to identify opportunities for growth and minimize risk in portfolios.Key Responsibilities:Work closely with portfolio managers, risk...
-
Portfolio Manager
1 week ago
bangalore, India Ashraya Hastha Trust Full timeJob Title: Portfolio Manager Reports To : Senior Portfolio Manager Salary Range: Salary will be commensurate with experience and profile, as per industry standards Based at: Bangalore, Karnataka Description : The portfolio Manager will play a central role in the developing portfolio strategy for Ashraya Hastha Trust, lead end to end grant management within...
-
Portfolio Manager
4 days ago
bangalore, India Ashraya Hastha Trust Full timeJob Title: Portfolio Manager Reports To : Senior Portfolio Manager Salary Range: Salary will be commensurate with experience and profile, as per industry standards Based at: Bangalore, Karnataka Description : The portfolio Manager will play a central role in the developing portfolio strategy for Ashraya Hastha Trust, lead end to end grant management within...
-
Portfolio Manager
1 week ago
bangalore, India Ashraya Hastha Trust Full timeJob Title: Portfolio ManagerReports To: Senior Portfolio ManagerSalary Range: Salary will be commensurate with experience and profile, as per industry standardsBased at: Bangalore, KarnatakaDescription: The portfolio Manager will play a central role in the developing portfolio strategy for Ashraya Hastha Trust, lead end to end grant management within the...
-
Project Portfolio Manager
2 weeks ago
bangalore, India beBeeStrategic Full timeJob OverviewAs the Director – PM, you will lead, develop, and optimize our project and portfolio management strategies for successful delivery of complex projects. You will work closely with senior leadership, cross-functional teams, and global clients to align project outcomes with business goals.The ideal candidate has over 10 years of experience in...
-
Senior Project Director
6 days ago
bangalore, India beBeeDirector Full timeSenior Project Director - Portfolio ManagementAbout the Position:The Senior Project Director – PM will lead, develop and optimize project and portfolio management strategies to ensure successful delivery of complex projects in the GCC region.This role demands strong leadership, strategic vision and operational execution with a deep understanding of...
-
Portfolio Manager
6 days ago
bangalore, India AAA Global Full timeJob Description: Portfolio Manager – MFT / HFT Strategies Location: Open in India/Globally Department: Quantitative Trading / Portfolio Management Employment Type: Full-Time Reports To: Portfolio Manager/Chief Investment Officer / Head of Quantitative Strategies Role Overview : We are seeking an experienced Portfolio Manager (PM) to develop, manage, and...
-
Portfolio Risk Manager
1 week ago
bangalore, India Credit Saison India Full timeAbout Credit Saison IndiaEstablished in 2019, Credit Saison India (CS India) is one of the country’s fastest growing Non-Bank Financial Company (NBFC) lenders, with verticals in wholesale, direct lending and tech-enabled partnerships with Non-Bank Financial Companies (NBFCs) and fintechs. Its tech-enabled model coupled with underwriting capability...
