Equity Portfolio Manager

4 days ago


Ghaziabad, Uttar Pradesh, India beBeeRelationship Full time ₹ 50,00,000 - ₹ 1,00,00,000

Job Summary:

We are seeking an experienced Equity Relationship Manager to join our team at ICICI Direct. The successful candidate will be responsible for acquiring and managing high net worth individual (HNI) clients, providing equity advisory services, and driving business growth.

Key Responsibilities:

  • Acquire and manage HNI client relationships, providing tailored equity solutions
  • Achieve sales targets and revenue goals, focusing on product mix and business generation from new and existing clients
  • Cement existing relationships, develop new ones, and maintain a strong service attitude
  • Identify customer needs and gaps, working towards bridging the same

Requirements:

  • 4-12 years of experience in the broking industry, with a similar role
  • Ability to acquire, advise, and handle relationships with top-end clients
  • Proficiency in equity and derivatives products, with a deep understanding of equities markets
  • Certification in Equity and Derivative Segment mandatory

Qualifications:

  • Graduation or MBA


  • Ghaziabad, Uttar Pradesh, India beBeeTrading Full time ₹ 1,80,000 - ₹ 2,60,000

    Job Summary:This is a challenging opportunity to excel as an Equity Trader responsible for executing trades on the stock market and managing equity portfolios.The ideal candidate will possess strong analytical and decision-making skills, with proficiency in Stock Market and Trading. A minimum of 1 year experience as a Bolt Operator or Equity Dealer is...


  • Ghaziabad, Uttar Pradesh, India beBeeFund Full time ₹ 15,00,000 - ₹ 25,00,000

    Private Equity Fund AnalystWe are seeking a highly skilled Private Equity Fund Analyst to join our team. As a key member of the team, you will be responsible for managing and maintaining portfolio details of various private equity funds.Key Responsibilities:Update and manage portfolio details of various private equity funds.Prepare pre-defined...

  • Portfolio Manager

    3 weeks ago


    Ghaziabad, Uttar Pradesh, India Zetheta Algorithms Private Limited Full time

    About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye...


  • Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,14,00,000

    Portfolio ManagerOur organization is a rapidly growing entity, fully regulated and established in 2017. We currently service over $3.7 billion in assets, with daily trade volumes exceeding 13.2 lakh trades.As a Portfolio Manager, you will be responsible for end-to-end portfolio management activities with a focus on Private Equity and Alternative Investments,...


  • Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 70,00,000 - ₹ 1,50,00,000

    Job OverviewWe are seeking a highly skilled Equity Investment Professional to join our team. As an Equity Investment Professional, you will play a critical role in managing and growing partnerships with franchisees, DIGI partners, and remisier networks.Key Responsibilities:Trade on behalf of clients, providing expert investment recommendations and ensuring...


  • Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time US$ 18,000

    Job DescriptionWe are seeking a detail-oriented Private Equity Associate to join our team. The successful candidate will play a critical role in evaluating investment opportunities, supporting deal execution, and managing portfolio companies.Evaluate investment opportunities and support deal execution.Build and maintain detailed financial models, valuations,...


  • Ghaziabad, Uttar Pradesh, India beBeeEquity Full time ₹ 1,50,00,000 - ₹ 2,25,00,000

    Job Opportunity: Equity Finance SpecialistThe position is based in Ghaziabad, India and forms part of the Corporate Finance department.Main Responsibilities:We require a professional to develop comprehensive financial models for company analysis and continuously monitor assigned companies.The successful candidate will analyze financial reports including...

  • Portfolio Manager

    2 weeks ago


    Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job OverviewThe Assistant Manager will be responsible for overseeing asset management of existing funds, monitoring portfolio performance, and providing regular reports to stakeholders. This role requires strong leadership skills, ability to deliver results, and excellent communication skills.

  • Portfolio Manager

    2 days ago


    Ghaziabad, Uttar Pradesh, India beBeePortfolioManager Full time ₹ 17,00,000 - ₹ 28,00,000

    Job Title: Portfolio ManagerAs a Portfolio Manager, you will be responsible for managing a portfolio of high net worth clients and providing personalized financial solutions to meet their goals.This role requires a strong understanding of financial markets, excellent communication and interpersonal skills, and the ability to manage complex client...


  • Ghaziabad, Uttar Pradesh, India beBeeCrypto Full time US$ 80,000 - US$ 1,20,000

    Portfolio Creator OpportunityThis is an exciting opportunity for experienced crypto traders, analysts, and independent portfolio managers to join our platform.We are seeking individuals with a strong understanding of crypto markets and a desire to build a presence in the space.Key Responsibilities:Publish and manage one or more crypto investment portfolios...