Senior Portfolio Manager
20 hours ago
Job Title: Senior Relationship Manager- Wealth Management Solutions
Location: Mumbai - (with Travel)
Job Type: Full-time
Role Overview:
We seek a 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.
-
Portfolio Management
7 days ago
Mumbai, Maharashtra, India Destino Infotech Full time ₹ 1,20,00,000 - ₹ 1,60,00,000 per yearCandidates have to prepare the interview Questions:1.) They have to pitch and show their current company product. 2.) Candidate should be aware of his current incentive structure. 3.) Candidate has to prepare about Equentis and their offering. 4.) Candidates should be aware about the basic calculation. FOR SALARY ABOVE - 8 LPA + 4 LPA variable pay -...
-
Portfolio Manager, AVP
1 week ago
Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAs a Portfolio Manager at Deutsche Bank in Mumbai, India, you will be part of the Risk & Portfolio Management (RPM) team within the global Trade Finance and Lending (TF&L) group. Your primary responsibility will be to develop and coordinate a comprehensive risk-to-revenue strategy to maximize portfolio risk/returns while proactively managing risk and balance...
-
Portfolio Management
2 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per yearIn Scope of Position based Promotions (INTERNAL only) Job Title: Portfolio Management & UKI OR Risk Centre, VP Location: Mumbai, India Corporate Title: Vice President Role DescriptionYou will be joining OR Group Portfolio Risk Management team, focused on enabling proactive oversight and management of the Bank's OR risk profile. What we'll...
-
Senior Manager, Cards Portfolio Consulting
1 week ago
Mumbai, Maharashtra, India Visa Full time ₹ 12,00,000 - ₹ 24,00,000 per yearCompany DescriptionVisa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...
-
Senior Portfolio Manager
3 days ago
Mumbai, Maharashtra, India Make My Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per yearResponsibilities:* Lead wealth management strategies for high net worth clients* Oversee PMS & alternative investments portfolios and advise* Manage HNI client relationships through sales & service* Drive mutual fund , PMS AIF SalesSales incentivesPerformance bonusAnnual bonus
-
Manager/ Senior Manager- Portfolio
1 week ago
Mumbai, Maharashtra, India Arthan Full time ₹ 12,00,000 - ₹ 24,00,000 per yearAbout the organisationThe organisation is a collaborative initiative of the Tata Trusts and The Global Fund to leverage the power of collective impact and catalyse Indias fight against infectious diseases. The organisation was conceived to accelerate Indias progress towards the elimination of infectious diseases in line with the objectives of the Government...
-
Commercial Portfolio Senior Associate
2 weeks ago
Mumbai, Maharashtra, India Ace Trex Full time ₹ 2,00,000 - ₹ 2,50,000 per yearAbout Ace TrexAce Trex is a leading name in commercial real estate, dedicated to responsibly securing the future of our clients through strategic portfolio management, investment insights, and innovative property solutions. Role OverviewAs aCommercial Portfolio Senior Associate, you will shape the future of commercial real estate by managing client...
-
Mumbai, Maharashtra, India ERGO Technology & Services Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAs a Regulatory & Cybersecurity Senior Portfolio Management Officer , you will play a key role in advising and supporting the strategic management of regulatory and cybersecurity project portfolios. You will work closely with project managers, compliance teams, IT, and executive stakeholders to ensure regulatory alignment and sustainable governance...
-
Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India Small Finance Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Product & Programme Manager – Personal LoansLocation: Mumbai , KalinaDepartment: Personal LoansExperience Required :2–3 years in Personal Loan portfolio management ( from Banking or NBFC )Education: MBA/PGDM (Finance or Analytics preferred), CA, or equivalentCandidates from Mumbai can apply no relocation...
-
portfolio manager
1 week ago
Mumbai, Maharashtra, India Careernet Technologies Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Role: Portfolio/Campaign Manager Location: Mumbai Responsibilities: Campaign Management Understand Portfolio current initiatives and priorities agreed upon by Client's key stakeholders Create program framework for activation, engagement, retention - identifying focus groups based on product types and customer segments and align definitions...