Current jobs related to Investment Portfolio Manager - Pune, Maharashtra - Nuvama Wealth

  • Investment Manager Portfolio Specialist

    6 days ago

    Pune, Maharashtra, India Wipro Full time

    Job DescriptionWe are seeking an experienced Investment Manager Portfolio Specialist to join our team at Wipro. This role will be responsible for managing investment portfolios, analyzing fund performance, and preparing financial reports.ResponsibilitiesAnalyze fund performance and calculate fund IRRsUnderstand portfolio valuations and prepare management fee...

  • Investment Portfolio Manager

    5 days ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    Company OverviewBakerstreet Digital is a leading player in the mutual fund distribution and fintech space, recognized for its innovative solutions and exceptional customer service.Job DescriptionAs an Investment Client Associate, you will be responsible for providing a superior client experience, building strong relationships through regular communication...

  • Investment Portfolio Analyst

    6 days ago

    Pune, Maharashtra, India Wipro Full time

    Job DescriptionWe are seeking an experienced Portfolio Manager - Investment Analysis to join our team. The successful candidate will be responsible for analyzing fund performance, calculating fund internal rates of return (IRR), and carried interest. They will also be expected to understand portfolio valuations, prepare management fee calculations, and...

  • Investment Portfolio Specialist

    6 days ago

    Pune, Maharashtra, India Deutsche Bank Full time

    Job SummaryWe are looking for a skilled Financial Risk Manager to join our team at Deutsche Bank. As a key member of our Chief Risk Office, you will play a critical role in protecting the business and advising on sustainable business growth.The ideal candidate will have extensive experience in risk management, including market, counterparty, credit, and...

  • Investment Portfolio Specialist

    6 days ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    Company Overview: Bakerstreet Digital is a leading firm in the financial industry, dedicated to building strong client relationships and providing exceptional investment services.Job Description: As an Investment Client Associate, you will be responsible for maintaining meaningful connections with clients, understanding their financial goals, and delivering...

  • Investment Relationship Manager

    7 days ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    At Bakerstreet Digital, we're seeking an Investment Client Associate to join our team.About UsWe're Cambridge Wealth, a fast-growing mutual fund distribution and fintech firm. Our mission is to provide exceptional wealth management services to high net worth individuals, non-resident Indians, and top-notch professionals.We've won numerous awards from BSE and...

  • IT Portfolio Manager

    6 days ago

    Pune, Maharashtra, India Deutsche Bank Full time

    About UsDeutsche Bank is a leading global investment bank and financial services company that provides a range of products and services to corporate, institutional, and individual clients.We are seeking an experienced IT Application Owner to join our team. In this role, you will be responsible for the overall management of a portfolio of applications,...

  • Portfolio Risk Manager

    6 days ago

    Pune, Maharashtra, India Deutsche Bank Full time

    About Our TeamWe strive for a culture where we empower each other to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.">The Job DescriptionWe are seeking a skilled professional to join our Investment Risk team as a Portfolio Risk Manager. The successful candidate will be...

  • Portfolio Management Analyst Lead

    6 days ago

    Pune, Maharashtra, India Wipro Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Analyst Lead to join our team at Wipro. This role will be responsible for leading portfolio management teams, analyzing fund performance, and preparing financial reports.Key ResponsibilitiesLead portfolio management teams to achieve business objectivesAnalyze fund performance and calculate...

  • Deputy Manager-Portfolio Valuation

    2 weeks ago

    Pune, Maharashtra, India Wipro Full time

    - Analysis of Fund performance, calculation of Fund IRR's, Carried Interest- Understand portfolio valuations- Prepare Management Fee calculationsPrimary Responsibilities:The responsibilities of the role include, but are not limited to:Financial Reporting- On a quarterly basis review "pre-NAV" TBs provided by the portfolio administrator and monitor the...

  • Investment Risk

    6 days ago

    Pune, Maharashtra, India Deutsche Bank Full time

    Job DescriptionInvestment Risk - Portfolio Risk Monitoring - Risk Manager, AVPPosition OverviewAbout DWS:Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.Join us at DWS, and you can be part of an industry-leading...

  • Investment Client Associate

    6 days ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    About Us Cambridge Wealth is a fast-growing mutual fund distribution and fintech firm that has won numerous awards from BSE and top mutual fund houses. Job Summary We are seeking an investment enthusiast with a flair for building and maintaining meaningful client relationships. The ideal candidate will be empathetic, client-centric, and able to create...

  • Investment Client Associate

    4 days ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    About Us Cambridge Wealth is a fast-growing mutual fund distribution and fintech firm that has won numerous awards from BSE and top mutual fund houses. Job Summary We are seeking an investment enthusiast with a flair for building and maintaining meaningful client relationships. The ideal candidate will be empathetic, client-centric, and able to create...

  • SMB Portfolio Sourcing

    3 weeks ago

    Pune, Maharashtra, India Wadhwani Foundation Full time

    Job Description- Job Description: SMB Portfolio Sourcing & Management (Venture Sourcing Management - SMB / SME)- Location: Pune- Reports To: Hub Lead Ecosystem DevelopmentRole Overview:The SMB Portfolio Manager will focus on identifying high-potential small and medium businesses (SMBs) in their hub and supporting them with corporate partnerships, market...

  • Portfolio Specialist

    4 weeks ago

    Pune, Maharashtra, India Element Skill Full time

    We are seeking a Portfolio Specialist to support the Client Portfolio Management (CPM) team across multiple investment strategies, including:Equity: Active, Quantitative, and PassiveFixed role will primarily align with the EISG-based investment teams while also providing support to Ken Wong and Joy Chen in Hong Kong, who oversee Greater China strategies.Key...

  • Portfolio Specialist

    2 weeks ago

    Pune, Maharashtra, India Element Skill Full time

    We are seeking a Portfolio Specialist to support the Client Portfolio Management (CPM) team across multiple investment strategies, including:Equity: Active, Quantitative, and PassiveFixed role will primarily align with the EISG-based investment teams while also providing support to Ken Wong and Joy Chen in Hong Kong, who oversee Greater China strategies.Key...

  • Investment Risk – Senior Risk Manager, VP

    6 days ago

    Pune, Maharashtra, India Deutsche Bank Full time

    Job DescriptionInvestment Risk - Senior Risk Manager, VPPosition OverviewJob Title:Investment Risk - Senior Risk ManagerLocation: Pune, IndiaCorporate Title: VPRole Description- Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to...

  • Insurance Portfolio Manager

    4 days ago

    Pune, Maharashtra, India Consult SP Full time

    Job DescriptionWe are seeking a highly skilled Insurance Portfolio Manager to join our team at Consult SP. As an Insurance Portfolio Manager, you will be responsible for managing and developing Enterprise Business (EB) portfolios.Key Responsibilities:Portfolio Management: Develop and implement strategies to manage and grow EB portfolios.Product Knowledge:...

  • GREF Portfolio Manager, GREF

    4 weeks ago

    Pune, Maharashtra, India Amazon Full time

    The Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, space & occupancy planning, capital investment program management and facility maintenance and operations for Amazon's corporate office portfolio across multiple countries. We partner with suppliers to ensure quality, innovation and operational...

  • GREF Portfolio Manager, GREF

    4 weeks ago

    Pune, Maharashtra, India ADCI PNQ 13 SEZ Full time

    The Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, space & occupancy planning, capital investment program management and facility maintenance and operations for Amazon's corporate office portfolio across multiple countries. We partner with suppliers to ensure quality, innovation and operational...

Investment Portfolio Manager

2 weeks ago

Pune, Maharashtra, India Nuvama Wealth Full time
Wealth Management Job Description
Nuvama Wealth is seeking a highly skilled and motivated Wealth Manager to join its team. As a Wealth Manager, you will be responsible for developing and maintaining effective wealth management strategies that cater to the unique needs of HNIs. This role requires strong financial acumen, excellent communication skills, and the ability to build and maintain long-term relationships with clients.

About the Role:
This is an exciting opportunity for a motivated and experienced professional to take on a challenging role in wealth management. The successful candidate will have a proven track record of delivering high-quality results and building strong relationships with clients. If you are passionate about wealth management and possess excellent interpersonal skills, we encourage you to apply.

Main Responsibilities:
  • Client Relationship Management: Develop and maintain strong relationships with HNI clients, understanding their unique needs and preferences.
  • Financial Planning: Provide comprehensive financial planning services to clients, including investment advice, tax planning, and estate planning.
  • Sales and Marketing: Develop and implement sales strategies to acquire new clients and grow the customer base of the portfolio.
  • Business Development: Identify business opportunities and develop strategies to capitalize on them, driving business growth and revenue expansion.

Requirements:
  • A postgraduate degree in Business Administration (MBA/PGDM) or any other relevant field.
  • Minimum 3 years of experience in Wealth Management.
  • NISM – VA & 8 certification.