Portfolio Manager

1 week ago

Bandra Mumbai Maharashtra, India Pretty Child Full time ₹ 20,00,000 - ₹ 50,00,000 per year

Job Title: Portfolio Manager/ Senior Relationship Manager

Location: Mumbai - (with Travel)

Job Type: Full-time

Role Overview:

We seek a Portfolio Manager/ senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI's,family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms.

Key Responsibilities:

● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.

● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.

● Business Growth & Strategy: Expand the wealth management business with a long-term vision.

● Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning.

Qualifications & Experience:

● 7-12 years in wealth management , managing HNIs and family offices.

● Strong relationships with family offices, UHNIs.

● Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM upto 50crs and a set of clients.

● Proven ability to raise capital and manage large portfolios.

● Entrepreneurial mindset with interest in running a venture with equity participation.

● Experience in building and leading teams.

● Willingness to travel for investor meetings and networking.

What We Offer:

● Competitive Fixed + Variable Pay plus ESOPs.

● Access to a premier network of UHNIs and family offices.

● Long-term opportunity to scale a multi-family office.

● Support of clients from the parent company and existing 100's of relationships.

● Coaching/Mentoring from Harvard educated coaches.

● Working Closely with Mr.Abhishek Goenka.

Job Type: Full-time

Pay: ₹2,000, ₹2,200,000.00 per year

Experience:

  • Portfolio management: 7 years (Preferred)
  • Wealth management: 7 years (Preferred)
  • HNI/UHNI: 7 years (Preferred)
  • Client Acquisition: 7 years (Preferred)
  • Private equity: 7 years (Preferred)
  • Investment Advisory: 7 years (Preferred)

Work Location: In person

  • Property Portfolio Manager

    2 days ago

    Bandra East, Mumbai, Maharashtra, India Krowmaerd Private Limited Full time ₹ 3,00,000 - ₹ 5,50,000 per year

    Responsibilities:Lead and manage the real estate portfolios of high-net-worth individuals, offering expert advice and strategic solutions for asset management and growth.Develop and nurture strong, long-term relationships with clients, understanding their unique needs and objectives to provide tailored services and solutions.Foster and expand our network of...

  • Portfolio Manager

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Equirus Full time

    Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities: Equity Research & AdvisoryLead the Direct...

  • portfolio manager

    1 week ago

    mumbai, India Randstad Full time

     1. 5 to 7 years of overall IT experience managing complex programs and project portfolios, stakeholder communication and reporting.2. Strong understanding of cybersecurity and IT risk topics (e.g., SIEM, ISMS, TPRM)3. Proficiency in project and portfolio management tools4.  Advanced knowledge of Excel and PowerPoint. Proficiency in project and portfolio...

  • Portfolio Manager

    7 days ago

    Mumbai, Maharashtra, India Equirus Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Description:About EquirusAbout Equirus WealthEquirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.For more details you can visit us at Equirus Wealth is a holistic Wealth Management platform founded in 2018...

  • Portfolio Manager

    4 weeks ago

    Mumbai, India Equirus Full time

    Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...

  • Portfolio Manager

    3 weeks ago

    Mumbai, India Equirus Full time

    Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...

  • Portfolio Manager

    3 weeks ago

    Mumbai, India Equirus Full time

    Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...

  • Portfolio Manager

    2 days ago

    mumbai, India Equirus Full time

    Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications. Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management. Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred. Roles & Responsibilities: Equity Research & Advisory Lead the Direct...

  • Portfolio Manager

    4 weeks ago

    Mumbai, India Equirus Full time

    Qualification:MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience:6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities:Equity Research & Advisory- Lead the Direct...

  • Sr. Credit Analyst

    2 weeks ago

    Bandra, Mumbai, Maharashtra, India Portfolio Financial Service Limited Full time ₹ 85,000 - ₹ 15,00,000 per year

    We at "Portfolio Financial Services Ltd" is looking for "Credit Analyst" for Mumbai location.Experience: 3-10 YearsJob Location: Mumbai – BKCDesignation: Credit Analyst / Sr Credit AnalystPrimary Functions/Responsibilities:Appraising proposals & credit requirements of clients & Presentation to the Management for sanctions/approvals.Responsible for the pre...