Senior Portfolio Advisor

Job Title:Senior Financial Planning AdvisorAbout the Opportunity:We are seeking a highly experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients.The ideal candidate will have in-depth knowledge of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented...

Job Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified)Location: Hyderabad, IndiaCompany: Ongolebulls Invest Pvt Ltd⸻About OngolebullsOngolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. Our offerings span mutual funds distribution, PMS, stock broking, currencies & commodities trading, bonds, and...

Job Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified) Location: Hyderabad, India Company: Ongolebulls Invest Pvt Ltd ⸻ About Ongolebulls Ongolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. Our offerings span mutual funds distribution, PMS, stock broking, currencies & commodities trading, bonds, and...

Role OverviewWe are seeking a seasoned professional to lead our client relationships and drive portfolio growth. As a Senior Portfolio Manager, you will be responsible for developing and executing customized investment strategies that align with our clients' financial objectives.Key Responsibilities1. Build and maintain strong relationships with...

Strategic Portfolio LeaderThis is an exceptional opportunity to spearhead the management of high-value client portfolios, driving sustained revenue growth and deepening customer relationships.Key Responsibilities:Lead the strategic management of key and strategic accounts, ensuring consistent achievement of revenue targets and client satisfaction.Develop...

The Senior ServiceNow Associate Advisor will be a crucial member of the ServiceNow team, performing hands-on support for end-users, day-to-day maintenance, planning, and testing system upgrades, coaching other team members on best practices, as well as troubleshooting advanced custom applications. The Senior ServiceNow Developer will work with architects,...

Job Title:">Senior Enterprise Portfolio Management Specialist">Overview:">As a Senior Enterprise Portfolio Management Specialist, you will be responsible for the overall development and configuration of our enterprise portfolio management application, covering several diverse businesses. You will work closely with stakeholders to understand their...

Job Title:">About the Position:We seek an experienced professional with extensive knowledge in Strategic Portfolio Management and Project Portfolio Management, boasting over 10 years of expertise.The ideal candidate will bring strong portfolio governance acumen, prioritization framework skills, resource management experience, and execution alignment...

Job Title: Senior Relationship Manager- Wealth Management SolutionsOverview:We are seeking a highly skilled and experienced professional to join our wealth management team as a Senior Relationship Manager. In this role, you will be responsible for building and managing relationships with family offices and ultra-high net worth individuals (UHNIs).Key...

Investment Analyst Job OverviewThe Investment Analyst role is a critical component of our organization's financial operations.This full-time position based in Hyderabad involves conducting thorough financial analysis and modeling, evaluating investment opportunities, and providing support for portfolio management.Key responsibilities include researching...