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Portfolio management Jobs in Delhi, NCR and Gurgaon

5+ Portfolio management Jobs in Delhi, NCR and Gurgaon | Portfolio management Job openings in Delhi, NCR and Gurgaon

Apply to 5+ Portfolio management Jobs in Delhi, NCR and Gurgaon on CutShort.io. Explore the latest Portfolio management Job opportunities across top companies like Google, Amazon & Adobe.

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Merito

at Merito

1 video
2 recruiters
Agency job
via Merito by Merito Talent
Bengaluru (Bangalore), Delhi
8 - 15 yrs
₹21L - ₹30L / yr
Portfolio management
Mutual funds
Business relationship management
Customer Relationship Management (CRM)
Wealth management
+2 more

About Company

Our client 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.

 

Roles & responsibilities

• Onboarding, Handling, and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a bird’s eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of the client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

 

Requirements

• 8+ years of experience in the Wealth Management space

• Must have completed an MBA from a premier business school.

• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.

• English is mandatory and command of the local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

Read more
A Fortune 29 Global Telecommunication Service Company .

A Fortune 29 Global Telecommunication Service Company .

Agency job
via Jobdost by Ankitha Vyas
NCR (Delhi | Gurgaon | Noida)
1 - 6 yrs
₹3L - ₹5L / yr
Mutual funds
Flow of funds management
Accounting
Bookkeeping
Financial reporting
+1 more
Roles and Responsibilities

 Perform daily reconciliation of accounts between Geneva and Custodian/Prime Broker.
 Monthly investigation on Reconciliation discrepancies and verify all the transactions (Independently
complete cash, portfolio and capital reconciliations and investigate and resolve any discrepancy).
 Prepare monthly financial reporting package for Hedge Funds, including the determination of "Net
Asset Value" and
 prepare the Statement of Asset and Liabilities and Profit and Loss Statement
 Ensure Fund income and expenses, including management and performance fees, are accrued for and
are in accordance with relevant accounting standards (Calculation of Incentive Fee and Management
Fee).
 Accurate and timely processing of all capital activities including subscriptions, redemptions,
transfers, rollups, capital commitments and calls.
 Derive pricing for portfolio investments. Updating status reports.
 Cash Management-managing the daily cash flow of trades and monitoring fund cash-flows.
 Process incoming and outgoing cash movements related to capital activity.
 Creation and maintenance of investor information including payment models and contacts.
 Preparation of Investor and Client reports including Audit confirmations, Trade confirmations etc.
 Communicate the transactions associated with the fund(s) and work closely with internal and external
clients to provide accurate and thorough accounting packages.
 Correspond with external investment managers regarding day-to-day fund inquiries including entering
security trades, fee, payments, cash position breaks, and reconciliations. Client engagement and a
dedication to quality service is a must for success.

Requirements for this role include:

 University degree or equivalent that required 3+ years of formal studies of Finance/Accounting
principles
 2+ year(s) of accounting experience for financial instruments (equities, fixed income, and derivatives),
operation of capital
 markets, and life cycle of trades. Well versed with all financial instruments
 Complete procedural knowledge of fund accounting is a must. Trade Booking, Cash reporting,
Exception analysing, reconciliation of assets and cash, Post pricing issues etc.
 2+ year(s) of data entry experience that required a focus on quality including attention to detail,
accuracy, and
 accountability for your work product.
 2+ year(s) of experience using MS-Excel that required you to use Formulas, Tables & Formatting,
Conditional Formatting,
 Charting, Pivot tables & Pivot Reporting.
 2+ year(s) of experience in a service-oriented role where you had to correspond in writing or over the
phone with external
 customers.
 Ability to work regularly scheduled shifts from Monday-Friday.

Desired qualities:

 A drive to broaden one’s knowledge of the financial services industry by learning new concepts and
systems and taking the
 initiative to apply it to daily work assignments.
 Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality
and accuracy.
 Positivity and collegial approach in assisting both colleagues and clients and the ability to work in
team environment.
 Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or
possibly help
 implement a more efficient process or procedure, your skills have a place in our business.
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Wishfin
Noida, NCR (Delhi | Gurgaon | Noida)
2 - 7 yrs
₹2L - ₹7L / yr
Sales
Financial analysis
Investment management
Portfolio management
Investment banking
+2 more
Senior Investment Advisor/ Group Team Leader- Mutual FundsWe are immediately hiring a Group Team Leader for Mutual Funds.JOB PROFILE : Group Team Leader - Mutual FundsAbout the Company:Wishfin is Indias premier fin-tech company. Being the largest digital marketplace for loans in India, responsible for more than $600 million in annual disbursal, we are always trying to build industry-changing products. Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.KEY RESPONSIBILITIES : - To achieve mutual fund sales targets assigned- Motivate, train & lead the team towards successful outcomes- Increase lead conversions from all team members - Organize & participate in investor programs/camps for fresh lead generation & conversion - Managing & monitoring client portfolios and advising them on a regular basis - Ensure no losses or errors occurred while assisting customers - Work towards ensuring zero cases of mis-selling / fraud in the processes - Responding in a timely and effective manner to all internal communication- Adheres to and supports company policies and practices. KEY EXPERIENCES REQUIRED : - 2+ years of experience in Sales of Investment- Preferably for online customers- High-energy, positive attitude & passion for Sales- Excellent Communication Skills- NISM Certified
Read more
Wishfin

at Wishfin

5 recruiters
Sunidhi Kishor
Posted by Sunidhi Kishor
Noida, NCR (Delhi | Gurgaon | Noida)
0 - 5 yrs
₹2L - ₹3L / yr
Sales
Customer Relationship Management (CRM)
Mutual funds
Portfolio management
We are hiring for Investment Advisors in Noida.About the Company :Wishfin is India's premier fin-tech company. Being the largest digital marketplace for loans in India, responsible for more than $600 million in annual disbursal, we are always trying to build industry-changing products. Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.Key Responsibilities :- To provide service to the client's changing investment needs by selling the best investment products on the phone- To work with customers and meet their long-term investment needs- Handle customer inquiry with a speedy resolution- Achieves sales target as per the company's mandateSumit KumarSenior Executive - Human ResourcesWishfin
Read more
Wishfin
Noida, NCR (Delhi | Gurgaon | Noida)
2 - 7 yrs
₹3L - ₹4L / yr
Sales
Financial analysis
Mutual funds
Portfolio management
Investment banking
We are hiring for Investment Advisors in Noida.About the Company :Wishfin is India's premier fin-tech company. Being the largest digital marketplace for loans in India, responsible for more than $650 million in annual disbursal, we are always trying to build industry-changing products. Wishfin has recently launched the Insurance Marketplace and we are onboarding bright & passionate candidates in the Sales team.Key Responsibilities :- To provide service to the client's changing investment needs by selling the best investment products on the phone- To work with customers and meet their long-term investment needs- Handle customer inquiry with a speedy resolution- Achieves sales target as per the company's mandate
Sumit Kumar
Human Resources
Wishfin
Read more
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