Senior Portfolio Advisor

Job Description:In this role, you will work as a senior financial advisor to identify and develop new opportunities to deliver advice and solutions to existing clients. You will also acquire new Wealth Management prospects by identifying customer needs and providing them with the right financial planning assistance and asset allocation through our Investment...

About the RoleMotilal Oswal Fin Ser Limited is seeking a talented Senior Investment Advisor to lead our portfolio management team. As a Portfolio Manager Leader, you will be responsible for mentoring, monitoring, and driving a team of wealth managers to achieve AUM targets. Your key responsibilities will include managing a team, meeting revenue targets,...

About the RoleAbakkus Asset Manager Private Limited is seeking a skilled Senior Product Manager to lead the development and launch of innovative investment products under Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) structures.ResponsibilitiesProduct Strategy and Development: Define product strategy and roadmap for PMS, AIF, and...

Unlock Career Advancement with FindocAbout the RoleWe are seeking a highly experienced Senior Portfolio Research Expert to join our dynamic research desk at Findoc. As a key member of our team, you will be responsible for conducting in-depth sell-side research and providing actionable investment ideas to institutional clients and PMS...

Career OpportunityWe are seeking a seasoned Portfolio Manager Leader to join our team at Motilal Oswal Fin Ser Limited. In this role, you will be responsible for leading a team of wealth managers to achieve AUM targets. Your key responsibilities will include managing a team, meeting revenue targets, conducting periodic trainings, and reviewing client...

Rupeeting, an investment advisor and part of the Paterson Group, which offers stock broking, wealth management, and portfolio management services, is seeking a highly skilled Investment Advisor to spearhead client acquisition and servicing for its newly launched product, Voyager.Voyager is a stock advisory service that helps clients rebuild and manage their...

About Vallum Capital AdvisorsVallum Capital Advisors Private Ltd (PMS) is a leading investment management firm that offers a range of portfolio management services to its clients. Our team of experienced professionals works closely with our clients to understand their investment objectives and provides personalized investment solutions to meet their...

**Role Summary**Emkay Global Financial Services Ltd is seeking a talented Private Banker/Sr Private Banker to spearhead our wealth management initiatives in Mumbai. As a Senior Financial Advisor, you will be responsible for managing a portfolio of high net worth clients, providing them with bespoke financial planning and portfolio services.Main...

At GenZS Recruitment Solutions, we are seeking a highly skilled Senior Stock Broker Advisor to join our team in Mumbai.The ideal candidate will have a strong background in stock broking and experience in advising high net worth individuals (HNIs) on currency and commodity products.We estimate the salary for this position to be around ₹50-70 lacs per annum,...

Job Title: Senior Tax AdvisorMtaintal Consulting is seeking a highly skilled Senior Tax Advisor to join our team. As a key member of our tax advisory team, you will be responsible for providing expert advice to clients on corporate tax matters, including capital gains, tax payments, and preparation of return of income.Job Description:In this role, you will...

Job Description: At Spark Private Wealth, we are looking for a talented Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work closely with clients to understand their financial goals and develop customized investment strategies to achieve those goals. If you have a strong background in finance and excellent communication skills,...

**About the Role:**Equentis invites applications for a Private Wealth Advisor position in Mumbai. As a key member of our team, you will be responsible for managing high net worth individual portfolios and providing expert advice on wealth management.**Key Accountabilities:**- Identifying and acquiring new wealth clients, focusing on affluent and...

A forward-thinking financial services organization in Mumbai seeks highly skilled professionals to manage portfolios effectively.Estimated Salary: ₹ 8,50,000 - ₹ 12,00,000 per annumAbout the Role:We are looking for a dynamic Portfolio Development Specialist who will be responsible for managing relationships with existing clients while continuously...

OverviewMercer, a leading global professional services firm, is seeking an experienced Senior Investment Portfolio Manager to join their investment team in Mumbai. This role offers a unique blend of portfolio management, research, and client engagement responsibilities.Job SummaryWe are looking for a highly skilled and motivated individual to oversee the...

Job SummaryWe are seeking a skilled Senior Portfolio Manager to join our investment team at Marsh McLennan. This role will be based in Mumbai and involves working with our Global Portfolio Intelligence team.About the RoleThe successful candidate will play a key role in the transformation of our investment capabilities globally, working closely with internal...

About the Job:We are looking for an experienced Lending Portfolio Manager to join our Infrastructure Finance team at Virtuous Advisors & Resources Private Ltd. This is a key role that requires strong analytical and leadership skills, as well as excellent communication and interpersonal abilities.Responsibilities:To monitor and manage a portfolio of...

Job Title: Senior Portfolio Management ChiefAbout the Role:We are seeking a seasoned Senior Portfolio Management Chief to spearhead the growth of our Portfolio Management Services (PMS) / Alternative Investment Fund (AIF) business. As a strategic leader, you will drive business development, expand our premium client base, and design lead generation campaigns...

About Magadh CapitalMagadh Capital Advisors LLP is a boutique asset management firm (PMS/AIF) based in Mumbai, dedicated to providing top-notch investment solutions to clients. Our mission is to deliver exceptional returns while maintaining a strong focus on risk management.Role OverviewThis full-time position for a Senior Investment Analyst at Magadh...

Spark Private Wealth is seeking a Senior Investment Advisor to join our team. As a senior member of our investment research team, you will be responsible for leading investment research projects, developing financial models, and communicating your findings to clients.Key Responsibilities:Lead investment research projects and develop comprehensive research...

OverviewThe Senior Portfolio Strategist is a critical role in the Credit Cards business at Axis Bank, responsible for driving revenue growth and portfolio profitability.Job DescriptionWe are seeking an experienced professional to join our team as a Senior Portfolio Strategist. In this role, you will be responsible for developing and implementing strategic...