577 Investment Portfolio jobs in India

What are we looking for

Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth.

Key Responsibilities:

Direct Responsibilities:

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time.
• Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book.
• Create an incremental SIP Book .
• Responsible for achieving New Business development targets by reactivating and activating new clients.
• Ensure all clients are met on a regular basis.
• Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Contributing Responsibilities  :

• To acquire new clients and activate them with asset collection.

• Ensure 2-3 client meetings are done per day within your territory.

What are we looking for

Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth.

Key Responsibilities:

Direct Responsibilities:

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time.
• Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book.
• Create an incremental SIP Book .
• Responsible for achieving New Business development targets by reactivating and activating new clients.
• Ensure all clients are met on a regular basis.
• Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Contributing Responsibilities  :

• To acquire new clients and activate them with asset collection.

• Ensure 2-3 client meetings are done per day within your territory.

What are we looking for

Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth.

Key Responsibilities:

Direct Responsibilities:

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time.
• Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book.
• Create an incremental SIP Book .
• Responsible for achieving New Business development targets by reactivating and activating new clients.
• Ensure all clients are met on a regular basis.
• Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Required Skills & Qualifications:

• Graduate in any stream with basic knowledge of financial markets across different product lines.
• NISM VA (for Mutual Funds) certification.
• NISM XXI A (for PMS) certification.
• Insurance Corporate Agency License (SP Certificate) (for Insurance) .
• NISM XIII A (for SIF) certification.

What are we looking for

Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth.

Key Responsibilities:

Direct Responsibilities:

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time.
• Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book.
• Create an incremental SIP Book .
• Responsible for achieving New Business development targets by reactivating and activating new clients.
• Ensure all clients are met on a regular basis.
• Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Required Skills & Qualifications:

• Graduate in any stream with basic knowledge of financial markets across different product lines.
• NISM VA (for Mutual Funds) certification.
• NISM XXI A (for PMS) certification.
• Insurance Corporate Agency License (SP Certificate) (for Insurance) .
• NISM XIII A (for SIF) certification.

What are we looking for

Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth.

Key Responsibilities:

Direct Responsibilities:

• Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance , and other products launched from time to time.
• Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book.
• Create an incremental SIP Book .
• Responsible for achieving New Business development targets by reactivating and activating new clients.
• Ensure all clients are met on a regular basis.
• Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Contributing Responsibilities  :

• To acquire new clients and activate them with asset collection.

• Ensure 2-3 client meetings are done per day within your territory.

• Conduct fundamental analysis of equities, fixed income securities, and other investment vehicles.
• Develop and maintain financial models to forecast company performance and value securities.
• Perform valuation analyses, including DCF, comparable company analysis, and precedent transactions.
• Monitor market conditions, economic trends, and geopolitical events impacting investment portfolios.
• Contribute to the formulation and execution of investment strategies aligned with client mandates.
• Construct and manage diversified investment portfolios, ensuring adherence to risk tolerance and investment objectives.
• Prepare investment research reports, performance summaries, and client presentations.
• Collaborate with portfolio managers and other analysts to identify investment opportunities and manage risk.
• Stay current with financial regulations, market developments, and investment best practices.
• Engage with company management teams and industry experts to gather insights.
• Monitor portfolio holdings and recommend adjustments as necessary.
• Ensure compliance with all regulatory requirements and internal policies.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; Master's degree or CFA designation strongly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
• Strong understanding of financial markets, investment strategies, and portfolio theory.
• Advanced proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg Terminal).
• Excellent analytical, critical thinking, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Ability to work effectively in a team-oriented environment and manage multiple priorities.

• Conduct thorough fundamental analysis of companies and securities across equities, fixed income, and other asset classes.
• Develop and maintain detailed financial models to forecast company performance, assess valuations, and analyze investment risks and returns.
• Research macroeconomic trends, industry developments, and geopolitical events that may impact investment portfolios.
• Prepare investment research reports, presentations, and recommendations for portfolio managers and investment committees.
• Monitor existing portfolio holdings, track performance against benchmarks, and provide ongoing analysis and insights.
• Collaborate with portfolio managers to identify suitable investment opportunities and manage portfolio risk effectively.
• Stay informed about regulatory changes and market best practices in investment management.
• Utilize financial databases and analytical tools (e.g., Bloomberg, FactSet, Refinitiv) to gather and analyze data.
• Communicate complex financial concepts clearly and concisely to diverse audiences.
• Contribute to the continuous improvement of investment processes and methodologies.

• Master's degree in Finance, Economics, Mathematics, or a related quantitative field; CFA charter or progress towards it is highly preferred.
• 5+ years of experience in investment analysis, portfolio management, or equity research.
• Strong proficiency in financial modeling, valuation techniques, and quantitative analysis.
• In-depth knowledge of financial markets, various asset classes, and investment strategies.
• Expertise in using financial data terminals and analytical software.
• Excellent analytical, critical thinking, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex information effectively.
• Ability to work independently, manage multiple projects, and meet deadlines in a remote environment.
• High level of attention to detail and accuracy.

• Perform comprehensive financial analysis of potential real estate investments, including cash flow projections, pro forma underwriting, and return analysis (IRR, ROI, NPV).
• Conduct thorough market research and feasibility studies to identify investment opportunities and assess market trends, economic conditions, and competitive landscapes.
• Prepare detailed investment memorandums and presentations for senior management and investment committees, providing clear recommendations and supporting data.
• Analyze lease agreements, operating statements, and property-level financials to evaluate the financial health and performance of existing assets.
• Develop and maintain sophisticated financial models in Excel and other relevant software to support valuation and decision-making processes.
• Collaborate closely with deal teams, legal counsel, and external partners throughout the transaction lifecycle.
• Monitor the performance of existing portfolio assets, identify potential risks and opportunities, and recommend asset management strategies.
• Stay abreast of industry best practices, regulatory changes, and emerging trends in real estate investment and finance.

• Bachelor's degree in Finance, Economics, Real Estate, or a related quantitative field. A Master's degree or CFA charter is highly advantageous.
• Minimum of 5 years of progressive experience in real estate investment analysis, corporate finance, investment banking, or a related field.
• Exceptional financial modeling and valuation skills, with a strong command of Excel.
• Proficiency in real estate data platforms and research tools (e.g., Argus, CoStar, REIS).
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Demonstrated ability to work independently, manage multiple priorities, and meet tight deadlines in a remote work environment.
• Proactive, detail-oriented, and committed to producing high-quality work.