Investment Portfolio Manager
3 weeks ago
As a key member of our team, you will be responsible for
- Market Analysis: Understanding the markets and providing technical and fundamental stock market reports to HNI/UHNI clients.
- Advisory Calls: Advising clients on various trading and stock ideas based on market analysis.
- Sales and Business Development: Generating direct brokerage revenues through advisory calls and improving market share in trading and delivery calls.
- Cross-Selling: Selling third-party focused products as suggested by the Anand Rathi group.
- Client Management: Acquiring HNI/UHNI clients through referrals and market references.
This role reports to the PCG Desk Head and requires a graduate or postgraduate degree, with 5 years of relevant experience.
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Investment Portfolio Manager
3 weeks ago
Delhi, Delhi, India Desvelado Advisory Private Limited Full timeJob Title: Portfolio ManagerAbout the Role:Desvelado Advisory Private Limited is seeking a skilled Portfolio Manager to assess clients' risk tolerance and develop investment portfolios that maximize their financial gains. The ideal candidate will have a strong understanding of investment strategies and risk management, and will be able to craft investment...
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Investment Portfolio Manager
4 weeks ago
Delhi, Delhi, India seafund Full time**About Seafund**Seafund is a SEBI registered Category 2 Alternate Investment Fund that invests in early-stage companies in the deeptech and deep science sectors. Our investment team combines years of operational expertise in technology domains to scale ideas and business models rapidly.**Job Overview**We are seeking a highly skilled Investment Analyst to...
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Investment Portfolio Manager
1 month ago
Delhi, Delhi, India HDFC securities Full timeKey ResponsibilitiesAs a trusted financial consultant, you will serve high net worth individuals, family offices, and corporates, acquiring new client relationships and building personal assets under administration (AUA) to achieve targets.Client-Centric ApproachDevelop a comprehensive strategy that considers all aspects of the client's finances and...
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Investment Portfolio Strategist
2 days ago
Delhi, Delhi, India IDFC FIRST Bank Full timeJob Title: Investment Portfolio StrategistBusiness Unit: Personal Banking and Wealth ManagementAbout the Role:Develop and Execute Investment StrategyManage Asset Allocation Based on Market ConditionsStay Up-to-Date with Market Trends through Conferences and ReportsAnalyze and Select Funds for ClientsCreate Customized Investment PlansRebalance Portfolios as...
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Delhi, Delhi, India Vena Energy Full timeAbout the PositionAt Vena Energy, we are seeking an experienced Investment Associate to join our team. As a key member of our investment department, you will be responsible for conducting investment due diligence and supporting business development for our group of companies in India.ResponsibilitiesDevelop and maintain financial models to support investment...
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Strategic Portfolio Manager
3 weeks ago
Delhi, Delhi, India IDFC FIRST Bank Full timeJob Title: Investment Portfolio ManagerBusiness Unit: Personal Banking and Wealth ManagementJob Description:Develop a comprehensive investment strategy based on market conditions and client goals.Stay up-to-date with market trends by analyzing investment reports and attending conference calls.Design and manage fund selection models to optimize portfolio...
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Strategic Portfolio Manager
4 weeks ago
Delhi, Delhi, India Desvelado Advisory Private Limited Full timeAt Desvelado Advisory Private Limited, we are seeking a highly skilled Portfolio Manager to join our team.As a Portfolio Manager, you will play a key role in assessing our clients' risk tolerance and conducting in-depth market research to develop tailored investment portfolios that maximize their financial gains.Key Responsibilities:• Craft investment...
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Strategic Portfolio Manager
3 weeks ago
Delhi, Delhi, India IDFC FIRST Bank Full timeJob Title: Investment Portfolio ManagerBusiness Unit: Personal Banking and Wealth ManagementJob Description:Investment Strategy and Asset Allocation: Develop and implement tailored investment strategies, ensuring asset allocation is optimized based on prevailing market conditions.Market Intelligence: Stay up-to-date with equity and debt market trends by...
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Senior Portfolio Manager
4 weeks ago
Delhi, Delhi, India Personifwy : Real Time Workforce Insight & Engagement Full timeJob Title: Senior Portfolio ManagerLocation: Remote or Office-basedJob Type: Full-timeJob Description:We are seeking a skilled Senior Portfolio Manager to join our team at Personifwy : Real Time Workforce Insight & Engagement. The ideal candidate will have a proven track record of managing complex investment portfolios and a strong understanding of financial...
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Strategic Product Manager
3 weeks ago
Delhi, Delhi, India Abakkus Asset Manager Private Limited Full timeJob Description:Abakkus Asset Manager Private Limited is seeking a highly skilled Product Team Lead to spearhead the development and launch of innovative investment products under Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) structures.The ideal candidate will have a deep understanding of financial markets, investment products,...
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Investment Portfolio Advisor
2 days ago
Delhi, Delhi, India Kotak Mahindra Bank Full timeAbout the Role:As an Investment Portfolio Advisor at Kotak Mahindra Bank, you will play a vital role in generating brokerage through advising clients on their equity portfolio for long-term investments and positional trading ideas in stocks for short/medium term. Your primary objective will be to develop and maintain long-term relationships with customers,...
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Senior Investment Manager
1 month ago
Delhi, Delhi, India SG Real Estate Trust Full timeCompany OverviewSG Real Estate Trust is a SEBI registered Category II Venture Capital Fund focused on investing in emerging real estate opportunities in the NCR region. The company is headquartered in New Delhi and comprises seasoned professionals with extensive experience in the real estate sector. SG Real Estate Trust emphasizes compliance and investments...
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Strategic Portfolio Manager
4 weeks ago
Delhi, Delhi, India Alankit Group Full timeAs a Strategic Portfolio Manager at Alankit Group, you will be responsible for ensuring the profitability of the portfolio by generating high income per customer. Your role will involve enhancing customer profitability by capturing a larger share of the wallet and acquiring and handling a group of high net worth exclusive clients.Key...
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Senior Investment Manager
4 weeks ago
Delhi, Delhi, India SG Real Estate Trust Full timeCompany OverviewSG Real Estate Trust is a SEBI registered Category II Venture Capital Fund focused on investing in emerging real estate opportunities in various regions. The company is headquartered in New Delhi and comprises seasoned professionals with extensive experience in the real estate sector.Job OverviewAs a Senior Investment Manager at SG Real...
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Senior Investment Specialist
3 hours ago
Delhi, Delhi, India seafund Full timeCompany OverviewAt Seafund, we strive to be a leading investment fund that drives growth and innovation in the deeptech and deep science sectors.Job OverviewWe are seeking an experienced Senior Investment Specialist to join our team in Delhi on a full-time basis. This role requires a strong background in financial analysis, investment strategies, and...
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Fundraising Manager
3 weeks ago
Delhi, Delhi, India Bada Business Private Limited Full timeJob DescriptionRole OverviewBada Business Private Limited is seeking an experienced Fundraising Manager to join our team and help propel the growth of our portfolio companies.Key ResponsibilitiesDevelop and implement comprehensive fundraising strategies aligned with portfolio company growth objectives.Lead efforts to raise equity and debt capital from anchor...
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Strategic Portfolio Manager
4 weeks ago
Delhi, Delhi, India Personifwy : Real Time Workforce Insight & Engagement Full timeJob Summary: We are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team at Personifwy. The successful candidate will be responsible for managing and growing our customers' wealth, as well as developing and executing sales strategies to drive business growth.Key Responsibilities:Develop and implement financial plans to...
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Climate Programme Manager, Senior Manager
3 weeks ago
Delhi, Delhi, India Children's Investment Fund Foundation Full timeAbout the RoleThis is a 1-year fixed-term position in CIFF's India Climate Programme team, accountable for strategy development, leading on a number of significant programmes and programme implementation.This includes, but is not limited to, taking leadership on India climate portfolio – clean energy transition in power sector, air quality, sustainable...
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Investment Advisory Associate
3 weeks ago
Delhi, Delhi, India Corenza Full timeAbout CorenzaCorenza is a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...
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Investment Associate
3 weeks ago
Delhi, Delhi, India Vena Energy Full timeAbout the Role Vena Energy is seeking an experienced Investment Associate to join our team. As an Investment Associate, you will be responsible for conducting investment due diligence and supporting business development for Vena Energy group of companies in India. Key Responsibilities Develop and Maintain Financial Models: Create and maintain accurate...