Portfolio Manager
6 days ago
Unifi Capital Pvt. Ltd is one of India's largest independent portfolio managers with a legacy of more than 22 years.
Job SummaryWe are seeking an experienced professional to support senior management's initiatives in serving existing investors, family offices and wealth management firms.
Key Responsibilities- Manage and enhance relationships with existing direct clients, ensuring their needs are met and expectations exceeded.
- Act as the primary point of contact for clients, providing timely and effective support, and addressing any concerns or issues.
- Build, nurture, and strengthen relationships with distribution partners, identifying opportunities for mutual growth and collaboration.
- Identify new business opportunities within the existing client base and partners, leveraging relationships to drive revenue growth.
- 5-8 years of experience in relationship management in wealth/asset management, with a strong focus on client servicing and institutional partnerships.
- MBA, CFP, CFA or equivalent qualification is preferred.
- Excellent problem-solving abilities and a client-centric approach, with the ability to build and maintain relationships at various levels.
At Unifi Capital, we offer a competitive compensation package and a work environment that fosters growth and development. We estimate the salary to be around ₹25-40 lakhs per annum, depending on qualifications and experience.
-
Senior Portfolio Manager
2 weeks ago
Delhi, Delhi, India Abakkus Asset Manager Private Limited Full timeAbout Abakkus Asset Manager Private LimitedAbakkus is an alpha-focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just six years of incorporation,...
-
ServiceNow IT Portfolio Manager
2 weeks ago
Delhi, Delhi, India Tata Consultancy Services Full timeJob Overview">Tata Consultancy Services (TCS) is seeking an experienced ServiceNow IT Portfolio Manager to join our team. In this role, you will be responsible for implementing and managing ServiceNow processes and functions.">About the Role">The successful candidate will have experience in implementing ServiceNow ITBM Application Portfolio Management and...
-
ServiceNow Portfolio Manager
2 weeks ago
Delhi, Delhi, India LTIMindtree Full timeWe are seeking an experienced ServiceNow Developer to join our team at LTIMindtree. This role involves implementing Strategic Portfolio Management, configuring the Strategic Planning Workspace, and creating and managing portfolio plans with EPIC's.Key Responsibilities:Implementing Strategic Portfolio Management using ServiceNow SPMConfiguring the Strategic...
-
Strategic Portfolio Manager
2 days ago
Delhi, Delhi, India Dezerv Full timeDezerv is a pioneering investment solutions provider catering to high net worth and affluent Indians. Founded by seasoned professionals Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts decades of collective experience in wealth management, having managed over USD 7 billion in assets.The Dezerv team combines expertise from leading...
-
Strategic Portfolio Manager
4 hours ago
Delhi, Delhi, India Domnic Lewis International Full timeJoin Domnic Lewis International as we seek a highly skilled Strategic Portfolio Manager to lead our pharmaceutical portfolio strategy. This is an exciting opportunity for an experienced professional to drive business growth and success in the Indian market.
-
Portfolio Management Director
6 days ago
Delhi, Delhi, India Central Square Foundation Full timePortfolio Management Director Job DescriptionCentral Square Foundation is looking for a skilled Portfolio Management Director to oversee our accounting portfolio. This role involves managing various aspects of accounting, including financial modeling, regulatory reporting, and internal controls.Key Responsibilities:Develop and implement effective accounting...
-
Strategic Portfolio Manager
3 weeks ago
Delhi, Delhi, India Unique Wealth Strategies Full timeAt Unique Wealth Strategies, we are seeking a skilled Strategic Portfolio Manager to join our team.About the Role:Wealth management involves managing and growing high-net-worth client portfolios by delivering comprehensive financial strategies and solutions. As a US Wealth Management Advisor, you will work closely with clients to understand their financial...
-
Trademark Portfolio Manager
1 week ago
Delhi, Delhi, India Archer & Angel Advocates and Legal Consultants Full timeArcher & Angel Advocates and Legal Consultants About the RoleWe are seeking a highly skilled Trademark Portfolio Manager to join our team. As a Trademark Portfolio Manager, you will be responsible for managing the trademark portfolio of clients, including docketing and routine follow-ups with clients. Responsibilities:Experience in prosecuting trademark...
-
Senior Portfolio Recovery Manager
4 weeks ago
Delhi, Delhi, India IDFC FIRST Bank Full timeJob Title: Senior Portfolio Recovery ManagerLocation: IDFC FIRST BankJob Description:IDFC FIRST Bank is seeking a seasoned Senior Portfolio Recovery Manager to lead our debt collection efforts. This role requires strong leadership and analytical skills to manage a team of Regional managers and coordinate operational recovery activities for maintaining credit...
-
Portfolio Management Sales Director
2 weeks ago
Delhi, Delhi, India SearchLight HR Full timeSearchLight HR is seeking a seasoned Portfolio Management Sales Director to lead our equity portfolio management sales function.About UsWe are a forward-thinking HR solutions provider dedicated to empowering businesses with innovative talent acquisition strategies. Our vision is to revolutionize the recruitment landscape by leveraging cutting-edge technology...
-
Senior Credit Portfolio Manager
4 weeks ago
Delhi, Delhi, India InCred Financial Services Full timeAt InCred Financial Services, we are seeking a seasoned Credit Portfolio Manager to join our team. This is a fantastic opportunity for experienced professionals to drive sustainable business growth and ensure a healthy loan portfolio.We offer a competitive salary of ₹12-20 lakhs per annum, commensurate with experience, as well as a range of benefits...
-
Project Portfolio Management Specialist
2 weeks ago
Delhi, Delhi, India Timus Consulting Services Full timeCompany OverviewTimus Consulting Services is a leading EnterpriseTech and Business Consulting firm, providing an extensive array of services including Governance, Risk Management, and Compliance (GRC) solutions, Software Development, Enterprise Resource Planning (ERP) solutions, Cloud Consulting, Artificial Intelligence (AI) solutions, and Managed...
-
Senior Investment Portfolio Manager
3 weeks ago
Delhi, Delhi, India International Asset Reconstruction Company Full timeJob Opportunity: Seeking a skilled Investment Analyst to join our team at International Asset Reconstruction Company.About the Role:We are looking for an experienced professional who can work as part of our Investment team, assisting in portfolio data analysis and financial modelling for potential investment opportunities, especially in the retail credit...
-
High Net Worth Portfolio Manager
2 weeks ago
Delhi, Delhi, India Dezerv Full timeWe are seeking an experienced High Net Worth Portfolio Manager to join our team at Dezerv. As a seasoned professional, you will have the opportunity to work with discerning clients possessing a net worth of 50 lakhs and above.Your primary responsibility will be to help clients understand Dezerv's Portfolio Management Service in Mutual Funds and guide them in...
-
Senior Agriculture Portfolio Manager
3 weeks ago
Delhi, Delhi, India World Resources Institute Full timeAbout Your RoleFOLU India is seeking a Senior Agriculture Portfolio Manager to lead its sustainable agriculture portfolio, coordinating with partners and stakeholders to implement initiatives and programmes in India. With a minimum of 10 years of experience in strategic planning, programme management, donor relationships, and coalition management, the...
-
Expert Portfolio Strategist
2 weeks ago
Delhi, Delhi, India Dezerv Full timePortfolio Manager for High Net Worth ClientsWe are actively seeking a skilled and experienced Portfolio Manager to join our team at Dezerv. As a Financial Partner, you will be responsible for engaging with discerning high net worth clients and providing them with expert guidance on their investment portfolios.The ideal candidate will have a strong...
-
Angel Investor Network Portfolio Manager
4 hours ago
Delhi, Delhi, India Fast growing Angel Investor Network Full timeAbout the RoleFast growing Angel Investor Network is seeking an experienced Investment Professional to join our team as a Portfolio Manager. This role is responsible for the analysis, selection, negotiation and monitoring of investments.About YouWe are looking for an individual with over 7 years professional experience in a VC/PE fund or management...
-
Senior Portfolio Manager
3 weeks ago
Delhi, Delhi, India Personifwy : Real Time Workforce Insight & Engagement Full timeJob Overview">In this senior leadership role, you will be responsible for driving the growth and success of our wealth management business. As a seasoned professional with a proven track record in portfolio management, you will leverage your expertise to develop and implement effective strategies that drive revenue growth and enhance client...
-
Delhi, Delhi, India Dezerv Full timeCompany OverviewDezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians. Co-founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts decades of expertise in wealth management, with over USD 7 billion in assets under its belt.The Dezerv team brings together seasoned...
-
Investment Portfolio Specialist
1 week ago
Delhi, Delhi, India Dezerv Full timeAbout Dezerv">Dezerv is a pioneering investment platform catering to high net worth and affluent Indians. Founded by seasoned entrepreneurs, the company brings together decades of expertise in wealth management from leading global financial institutions.Our team of experts continuously monitors portfolio performance and rebalances as needed to ensure...