Financial Portfolio Manager

3 days ago

Ahmedabad, Gujarat, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 25,00,000
Role Summary

We are seeking a skilled and experienced Financial Portfolio Manager to drive investor acquisition and relationship-building with high-net-worth individuals, family offices, and professionals.

Key Responsibilities:
  • Investor Identification and Onboarding: Identify, connect, and onboard potential investors (HNIs, UHNIs, family offices, and professionals).
  • Sales of Curated Investment Opportunities: Drive sales of structured investment opportunities in startups, venture funds, and other alternate asset classes.
  • Client Relationship Management: Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
  • Collaboration with the Investment Team: Collaborate with the investment team to present structured opportunities and conduct investor pitches.
  • Trend Updates: Stay updated on trends in startups, venture capital, private markets, and alternate investments.

This role is ideal for someone passionate about wealth management, alternate investments, and India's fast-growing startup ecosystem.

Requirements:
  • Strong Network: Possess an established network of HNIs, UHNIs, family offices, and professionals.
  • Investment Knowledge: Have in-depth knowledge of startups, venture capital, private markets, and alternate investments.
  • Communication Skills: Excellent communication and presentation skills to effectively pitch investment opportunities.
  • Business Acumen: Strong business acumen to identify and capitalize on investment opportunities.
Benefits:
  • Growth Opportunities: Opportunity to grow professionally in a dynamic and fast-paced environment.
  • Competitive Compensation: Competitive compensation package including salary, bonus, and incentives.
  • Culture Fit: Work with a team that values innovation, collaboration, and mutual respect.

  • Financial Portfolio Manager

    1 week ago

    Ahmedabad, Gujarat, India beBeeCredit Full time ₹ 10,00,000 - ₹ 17,50,000

    Job Description:We are seeking a highly skilled Credit Analyst to join our financial analysis department. As a key member, you will be responsible for conducting thorough credit underwriting of proposals from non-banking finance companies (NBFCs) and finance institutions (FIGs), adhering to bank policies.Our team relies on the successful candidate to...

  • Portfolio Manager

    4 weeks ago

    Ahmedabad, Gujarat, India Peoplemint Consultants Full time

    J Hiring for "Portfolio Manager" in a leading Bank.Job Title: Portfolio Manager – Mid-Market Group (MMG)Location-ChennaiJob Responsibilities:Manage and grow a portfolio of MMG clients through acquisition of new accounts and retention of existing relationships.Identify client needs and offer customized banking solutions across assets, liabilities, trade...

  • Financial Portfolio Strategist

    1 week ago

    Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 40,00,000

    About the RoleWe are seeking a highly motivated and skilled student intern for Portfolio Management role. This is an extraordinary opportunity for a self-driven, financially astute student with an eye for investment analysis.About the Internship:As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management,...

  • Financial Portfolio Specialist

    1 week ago

    Ahmedabad, Gujarat, India beBeerelationship Full time US$ 90,000 - US$ 1,20,000

    Relationship ManagerAn individual responsible for cultivating and maintaining a portfolio of high net worth clients, delivering personalized financial solutions to meet their wealth management needs.Key Responsibilities:Clients Relationship Management:Build and maintain strong relationships with high net worth clients through regular interactions,...

  • Credit Portfolio Manager

    1 day ago

    Ahmedabad, Gujarat, India beBeePortfolio Full time ₹ 9,00,000 - ₹ 12,00,000

    As a senior Credit Portfolio Manager, you will play a pivotal role in overseeing the health of our loan portfolio. This involves conducting thorough credit appraisals, underwriting loan applications, and ensuring that our portfolio meets the desired quality standards. You will possess strong analytical skills, a keen understanding of NPA trends, and...

  • Portfolio Manager

    1 week ago

    Ahmedabad, Gujarat, India beBeeFinance Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title:Portfolio Manager - Asset OptimizationJob Description:The successful candidate will be responsible for managing and analyzing a portfolio of investments, conducting financial modeling, preparing reports, and maintaining compliance with relevant regulations.Coordinate documentation, track processes, and review underwriting materials to ensure...

  • NMTC Asset Portfolio Manager

    4 hours ago

    Ahmedabad, Gujarat, India beBeeAnalytical Full time ₹ 60,00,000 - ₹ 1,20,00,000

    We are seeking a seasoned Asset Management Specialist to manage and analyze New Markets Tax Credit (NMTC) asset portfolios. The successful candidate will be responsible for coordinating investment closings, reviewing underwriting materials, and ensuring compliance with NMTC Program requirements.Key ResponsibilitiesClosing Coordination: Assist with the...

  • Strategic Asset Portfolio Manager

    1 day ago

    Ahmedabad, Gujarat, India beBeePortfolio Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job DescriptionThe role of an Analyst – Asset Portfolio Manager involves overseeing and analyzing New Markets Tax Credit (NMTC) asset portfolios. The successful candidate will be responsible for managing a portfolio of investments, reviewing construction draw requests, analyzing borrower financials, conducting site visits, and maintaining regular borrower...

  • Regional Credit Manager

    4 days ago

    Ahmedabad, Gujarat, India MAS Financial Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Lead and manage the regional credit team with a focus on team building, mentoring, and performance management Assess SME-UBL credit proposals through financial, business, and risk analysis Develop and implement credit policies & frameworks tailored to unsecured lending Conduct portfolio reviews to monitor credit quality and identify early warning signals...

  • Credit Portfolio Manager Job

    7 days ago

    Ahmedabad, Gujarat, India beBeeCredit Full time ₹ 1,04,000 - ₹ 1,30,878

    Key Role: Credit Portfolio SpecialistJob Summary:We are seeking a highly skilled Credit Portfolio Specialist with a background in the BFSI industry. The ideal candidate will have a strong understanding of credit principles and a proven ability to manage complex credit portfolios.Responsibilities:Manage credit portfolios, making informed decisions on loan...