Senior Investment Portfolio Manager

Job DescriptionWe are seeking a skilled Senior Investment Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for handling high net worth individual (HNWI) clients and generating revenue through equity broking and other investment products.Your primary goal will be to acquire new clients, enhance and upgrade...

Role OverviewThe Senior Associate will play a pivotal role in evaluating and executing investment opportunities in private companies. This position demands a strong analytical mindset and the ability to collaborate with various teams to support strategic investments.Key ResponsibilitiesConduct comprehensive financial analyses and due diligence for private...

Investment Trainee RoleThis role presents a unique opportunity to join a dynamic investment team and gain valuable experience in portfolio management.Conduct research on potential investment opportunities and provide recommendations on target companies, sectors, and geographies.Develop client presentations and maintain marketing materials for the firm,...

Senior Investment ManagerWe are seeking a highly skilled Senior Investment Manager to join our team. As a Senior Investment Manager, you will be responsible for advising clients on their investments in the equity and derivatives markets.Build strong relationships with clients by educating them on investment opportunities and providing personalized...

Lead Senior Wealth Underwriter RoleThis senior wealth underwriting position requires an individual with extensive experience in underwriting high-net-worth loans, a deep understanding of wealth management and investment products, and the ability to lead teams to meet deliverables.Job Responsibilities:Conduct thorough analysis of borrower financial data to...

Role Overview">The primary objective of this position is to develop and manage a portfolio of high net worth individuals and businesses, with a focus on generating revenue through trading and investment advisory services.Key Responsibilities:Acquire and service clients with a minimum book size of Rs. 25 lac and above.Achieve revenue targets through...

Primary responsibilities include generating asset value and revenue for a high-net-worth client segment through the provision of investment products, such as mutual funds, PMS, AIF, corporate fixed deposits, equity broking, and lending services.A key objective is to increase assets under management, SIP flow, and revenue from existing and newly acquired...

About the Role:We are seeking an Investment Principal to lead investment execution and portfolio development across core funds.Key Responsibilities:Full-cycle investing from sourcing and thesis development to diligence, structuring, and post-investment portfolio work.Lead a team of Associates and Analysts, run internal reviews, and set research quality and...

Key ResponsibilitiesHandle a portfolio of NRI clients to achieve revenue growth through equity, derivatives, commodity and currency broking.Develop and implement strategies to enhance client relationships, acquire new clients and expand existing ones.Profiling clients and recommending financial products to meet their needs based on risk appetite.Coordinate...

Job DescriptionWe are seeking a skilled Senior Investment Specialist to cater to the investment needs of high net worth clients by recommending a range of products including mutual funds, private equity, alternative investments, and direct equity.Key ResponsibilitiesCater to the investment needs of mass affluent clients by providing customized wealth...