Portfolio Manager
4 days ago
Eligibility norms to register as a Portfolio Manager with SEBI: The applicant is a body corporate The applicant should have necessary infrastructure like office space, equipment and manpower The applicant shall appoint a compliance officer The principal officer of the applicant has: A professional qualification in law, finance, accountancy, business management or has done CFA. He has an experience of at least five years in related activities in the securities market including in pm, stock broker, investment adviser, research analyst or as fund manager. Provided that at least 2 years of relevant experience is in portfolio management or investment advisory services or in the areas related to fund management. Has obtained NISM XXI-B. Apart from PO and CO, the applicant has in its employment atleast one person who is a graduate and has at least two years of experience in related activities in the securities market including in portfolio management, stockbroker, investment adviser, research analyst or as fund manager. If such person is a fund manager, he shall have same qualification, experience and certification as specified for PO The applicant fulfills the capital adequacy requirements i.e. Minimum networth of Rs. 5 crores NETWORTH=Paid-up equity capital + free reserves (excluding reserves created out of revaluation) – Accumulated losses – Deferred expenditure not written off (includes miscellaneous expenses not written off) Net worth requirements under PMS shall be separately and independently, of the capital adequacy requirements, if any, for each activity undertaken by the applicant under the relevant regulations The applicant, its director, principal officer, compliance officer or employees are not involved in any litigation/convicted of any offence involving moral turpitude. The applicant is a fit and proper person. Criteria for “fit and proper person” as per schedule II of the SEBI (Intermediaries) Regulations, 2008 (attached). Grant of a certificate to the applicant is in the interest of investors. Application Form A will have to be filed with SEBI (physical and online) along with the fee. The fee structure is: Application fees: INR 1 lakh Registration fees: INR 10 lakhs Renewal fees (to keep registration in force): INR 5 lakhs to be paid every 3 years Interested candidates please share your CV at
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Manager (Portfolio Manager)
4 days ago
Noida, India Fincart Financial Planners Full time € 1,00,000Eligibility norms to register as a Portfolio Manager with SEBI: The applicant should have necessary infrastructure like office space, equipment and manpower The applicant shall appoint a compliance officer A professional qualification in law, finance, accountancy, business management or has done CFA. He has an experience of at least five years in related...
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Portfolio Manager
5 days ago
Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 10,00,000 - ₹ 30,00,000 per yearResponsibilities:* Manage portfolios for HNI clients* Provide investment advice & mutual fund solutions* Oversee financial planning & risk management* Ensure compliance with regulatory standardsHealth insuranceSales incentivesReferral bonusRetention bonusLeave encashmentMobile bill reimbursements
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Portfolio Manager
3 weeks ago
Noida, India Keasis Full timeDESIGNATION: Portfolio Manager LOCATION: NoidaEXPERIENCE: 2-12 YearsKEY RESPONSIBILITIES:•Motivating the team to achieve organizational goals.•Developing and implementing a timeline to achieve targets.•Delegating tasks to team members.•Empowering team members with skills to improve their confidence and communication skills.•Conducting...
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Portfolio Manager
3 weeks ago
Noida, India Keasis Full timeDESIGNATION: Portfolio Manager LOCATION: Noida EXPERIENCE: 2-12 Years KEY RESPONSIBILITIES: •Motivating the team to achieve organizational goals. •Developing and implementing a timeline to achieve targets. •Delegating tasks to team members. •Empowering team members with skills to improve their confidence and communication skills. •Conducting...
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Real Estate Portfolio Manager
2 weeks ago
Noida, India Soil Search Full timeCompany Overview Soil Search is India's most trusted real estate consulting firm, with a three-decade legacy of trustworthiness in the real estate market. We leverage our in-house expert model of T.R.U.S.T. to provide a carefree, fact-based, and trusted real estate experience. Our team, based in Noida, Uttar Pradesh, is dedicated to evaluating and certifying...
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Wealth Sales Manager
2 weeks ago
Noida, India Bonanza Portfolio Ltd Full timeJob Description Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To...
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Senior Portfolio Manager
1 day ago
Noida, Uttar Pradesh, India Manu Bhoomi Full time ₹ 12,00,000 - ₹ 36,00,000 per yearResponsibilities:* Manage client relationships through effective communication and sales lead generation.* Conduct portfolio analysis and drive revenue growth through strategic planning.Provident fundHealth insurance
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Real Estate Portfolio Manager
6 days ago
Noida, Uttar Pradesh, India Conquer Planetario Real Estate LLC Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Title: Portfolio Manager - SalesLocation- Delhi NCRCompany Name: Conquer Planetario Real EstateJob Type: Full-timeAbout Us:Conquer Planetario Real Estate is a leading real estate firm in Dubai, dedicated to delivering exceptional investment outcomes for our clients. We're seeking an experienced Portfolio Manager - Sales to drive sales growth and optimize...
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Portfolio Manager
3 weeks ago
Noida, India Keasis Full timeDESIGNATION: Portfolio ManagerLOCATION: NoidaEXPERIENCE: 2-12 YearsKEY RESPONSIBILITIES:•Motivating the team to achieve organizational goals.•Developing and implementing a timeline to achieve targets.•Delegating tasks to team members.•Empowering team members with skills to improve their confidence and communication skills.•Conducting...
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Portfolio Manager
3 weeks ago
Noida, India Keasis Full timeDESIGNATION: Portfolio ManagerLOCATION: NoidaEXPERIENCE: 2-12 YearsKEY RESPONSIBILITIES:•Motivating the team to achieve organizational goals.•Developing and implementing a timeline to achieve targets.•Delegating tasks to team members.•Empowering team members with skills to improve their confidence and communication skills.•Conducting...
