Investment Manager

4 days ago


Patna, Bihar, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 25,92,000 - ₹ 36,00,000 per year
  • Develop and execute tailored investment strategies based on client goals, financial objectives, and risk profiles.
  • Design, manage, and periodically rebalance diversified investment portfolios, including equities, mutual funds, fixed income, and alternative asset classes.
  • Continuously track portfolio performance, evaluate risk-adjusted returns, and compare results against relevant benchmarks and market indices.
  • Conduct in-depth macroeconomic, sectoral, and company-specific research to support investment decisions.
  • Identify and evaluate new investment opportunities using market trends, financial statements, and quantitative/qualitative analysis.
  • Prepare high-quality research reports, market insights, and investment proposals for internal review and client presentations.
  • Collaborate with research, sales, and advisory teams to ensure alignment of investment strategies with overall business objectives.
  • Stay updated with regulatory changes, financial markets, and global economic developments to guide strategic decisions.

Job Type: Full-time

Pay: ₹18, ₹25,000.00 per month

Work Location: In person



  • Patna, Bihar, India Cholamandalam Investment and Finance Company Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionCholamandalam Investment and Finance Company Limited (Chola), founded in 1978 as part of the Murugappa Group, is a leading financial services provider. Chola offers diverse financial solutions, including vehicle finance, home loans, SME loans, and consumer durable loans, with a strong network of over 1,500 branches across India and Assets...


  • Patna, Bihar, India Homeday Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionHomeday is your one-stop app for trusted home and health services, powered by Aroma Real Estate (Aroma Group). We connect you with verified professionals, including maids, electricians, plumbers, nurses, doctors, and salon experts—quickly and easily. With 500+ service providers and a user-friendly platform, Homeday brings convenience to...

  • Sales Manager

    2 days ago


    Patna, Bihar, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 24,00,000 - ₹ 30,00,000 per year

    Key ResponsibilitiesDevelop and implement strategic sales plans to meet and exceed company revenue targets.Lead, mentor, and motivate the sales team to maximize productivity and achieve individual and team goals.Identify and pursue new business opportunities while expanding the existing client base.Build and maintain strong, long-term customer relationships...


  • Patna, Bihar, India R Patel Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionR Patel Wealth, established in 1990, is a highly regarded Mutual Fund Distribution Firm dedicated to fostering a culture of saving and building wealth through long-term investments. The firm prioritizes simplifying the complexities of investing, making it accessible and actionable for its clients. With a strong foundation in delivering...


  • Patna, Bihar, India PROFITMART Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionPROFITMART is a growing stock broking company in India that provides a wide range of investment options, including Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. The company is dedicated to empowering its clients by offering access to expert financial knowledge, efficient trading platforms, and innovative investment...


  • Patna, Bihar, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Role & ResponsibilitiesAcquire, manage, and deepen relationships with High Net Worth Individuals (HNIs) in the Affluent/Privilege Banking segment.Drive business growth by cross-selling a wide range of banking and investment products (liabilities, assets, insurance, mutual funds, etc.).Conduct regular portfolio reviews and provide tailored financial solutions...

  • Sales Executive

    18 hours ago


    Patna, Bihar, India R Patel Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionR Patel Wealth, established in 1990, is a distinguished and enduring Mutual Fund Distribution Firm. We focus on instilling a culture of saving and fostering wealth through consistent and long-term investments. Our goal is to simplify the intricacies of investing, making it accessible and comprehensible for everyone. Our team of seasoned...

  • advisory manager

    2 days ago


    Patna, Bihar, India SHIVAM STOCK BROKING Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title :REGIONAL ADVISORY MANAGERAREA OF RESPONSIBILITY:Experience in stock trading, option Trading, Mutual Fund, Third Party Products.Work experience as RM – minimum 3 years +Support in selling of SK Research and Advisory Products,Mutual Fund and LAS through business partner Portfolio Doctoring support for franchisee clients.Investment Query...


  • Patna, Bihar, India R Patel Wealth Full time ₹ 1,50,000 - ₹ 2,50,000 per year

    Selected Intern's Day-to-day Responsibilities IncludeGenerate leadSales pitchDaily client visitCreate and maintain databaseAbout Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the...


  • Patna, Bihar, India Bajaj Allianz Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionBajaj Allianz Life Insurance is a joint venture between Bajaj Finserv Limited and Allianz SE, combining local strength and global expertise. Our journey in the insurance sector has marked significant milestones with a 29% CAGR and assets worth INR 1,23,734 Crore. We offer innovative plans, zero allocation charges, and a systematic...