Senior Investment Portfolio Manager

Job Summary:An exciting opportunity has arisen for a seasoned investment professional to join our portfolio management team. As a Senior Portfolio Manager, you will be responsible for creating and implementing investment strategies that meet the needs of our clients.Your primary objective will be to acquire, enhance, deepen, and retain existing client...

Job Title: Senior Investment Portfolio ManagerOverview:The primary objective of this role is to drive revenue growth through the broking of Equity, Derivatives, Commodity & Currency and cross-selling products like Mutual Funds, PMS, AIFs to acquired NRI clients in Dubai & other offshore locations.Responsibilities:Lead a team of Relationship Managers to...

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,...

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...

We are seeking an exceptional professional to join our team as a senior client relationship manager.">Primary responsibilities include acquiring and managing high net worth individuals with significant investment portfolios, focusing on delivering tailored financial solutions and exceeding revenue targets.The ideal candidate will possess strong analytical...

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...

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...

Investment Relationship ManagerJob DescriptionWe are seeking an experienced Investment Relationship Manager to join our team. The successful candidate will be responsible for handling a portfolio of high net worth clients, providing them with tailored investment advice and solutions.Key responsibilities include:Building strong relationships with clients to...

Key Responsibilities:Spearhead Activation and ServicingTo spearhead activation and servicing for demat holdings in the given region zone cluster.Support target fulfillment for MF net equalized sales lumpsum, PMS net sales, and AIF net sales of the region zone cluster is achieved through existing external assets of super investor clients by aiding a team of...

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...