1,912 Portfolio Manager jobs in India

Responsibilities:

* Provide financial advice on investments

* Analyze equities & manage portfolios

* Develop investment plans & strategies

* Collaborate with clients' goals & risk tolerance

*strong knowledge of mutual funds is mandatory

Annual bonus

Health insurance

Role & responsibilities

As the Portfolio Manager, you will be responsible for the overall management and performance of a assigned branches. Your role entails developing and implementing strategies to drive sales, enhance customer satisfaction, and ensure operational efficiency. You will lead a team of sales and support staff, oversee day-to-day operations, and collaborate with internal departments to achieve branch targets and maintain compliance with organizational standards.

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Job description

Job Title: Sales Executive

Location: Gurugram, India

Qualification: Minimum Graduation

Experience: 6 months – 6 years in Sales

Employment Type: Full-time

Roles & Responsibilities:

Manage end-to-end sales of vacant and new properties through leads assigned in CRM.

Conduct property site visits for interested clients and showcase relevant listings.

Handle negotiations with buyers to ensure successful deal closures.

Achieve weekly targets for prospective site visits.

Skills Required:

Excellent written & verbal communication skills.

Proficiency in Hindi & English; knowledge of the local language is an added advantage.

Strong customer relationship management abilities.

Proven sales & negotiation skills.

High levels of energy, enthusiasm, and confidence.

Compensation, Perks & Benefits:

Uncapped incentives based on sales performance.

Goal-based auto appraisals & promotions every 3 months.

10% salary hike for each goal achieved.

Market Analysis for New Products

Requirement Assessment & Result Delivery

Coordinate with R&D & production teams to ensure quality, cost-effectiveness.

Analysis & Enhancing Demand for Existing Products

Team Training & Awareness

Required Candidate profile

Candidate must have experience in Market Analysis, Product Development & Branding. Preference will be given to candidates from the Contract Manufacturing Pharmaceutical Industry.

Amanpreet

Eligibility norms to register as a Portfolio Manager with SEBI:

• The applicant is a body corporate
• The applicant should have necessary infrastructure like office space, equipment and manpower
• The applicant shall appoint a compliance officer
• The principal officer of the applicant has:
• A professional qualification in law, finance, accountancy, business management or has done CFA.
• He has an experience of at least five years in related activities in the securities market including in pm, stock broker, investment adviser, research analyst or as fund manager.

Provided that at least 2 years of relevant experience is in portfolio management or investment advisory services or in the areas related to fund management.

• Has obtained NISM XXI-B.

• Apart from PO and CO, the applicant has in its employment atleast one person who is a graduate and has at least two years of experience in related activities in the securities market including in portfolio management, stockbroker, investment adviser, research analyst or as fund manager. If such person is a fund manager, he shall have same qualification, experience and certification as specified for PO

• The applicant fulfills the capital adequacy requirements
  i.e. Minimum networth of Rs. 5 crores
• NETWORTH=Paid-up equity capital + free reserves (excluding reserves created out of revaluation) – Accumulated losses – Deferred expenditure not written off (includes miscellaneous expenses not written off)
• Net worth requirements under PMS shall be separately and independently, of the capital adequacy requirements, if any, for each activity undertaken by the applicant under the relevant regulations
• The applicant, its director, principal officer, compliance officer or employees are not involved in any litigation/convicted of any offence involving moral turpitude.
• The applicant is a fit and proper person. Criteria for "fit and proper person" as per schedule II of the SEBI (Intermediaries) Regulations, 2008 (attached).
• Grant of a certificate to the applicant is in the interest of investors.
• Application Form A will have to be filed with SEBI (physical and online) along with the fee. The fee structure is:
• Application fees: INR 1 lakh
• Registration fees: INR 10 lakhs
• Renewal fees (to keep registration in force): INR 5 lakhs to be paid every 3 years

Interested candidates please share your CV

Company Description

KRPL PROJECTS is a trusted real estate advisory firm specializing in homes, offices, and retail spaces. Driven by a team of professionals and powered by innovation, we are dedicated to delivering top-notch services to our clients. We operate with a clear focus on client satisfaction and excellence in real estate solutions.

Role Description

This is a full-time on-site role for a Portfolio Manager located in Gurugram. The Portfolio Manager will be responsible for overseeing investment portfolios, executing trades, conducting financial analysis, and making informed investment decisions. Day-to-day tasks include monitoring market trends, evaluating investment opportunities, and ensuring that portfolios are aligned with the company's financial strategies and goals.

Qualifications

• Strong Portfolio Management and Investments skills
• Proficiency in Finance and Trading
• Excellent Analytical Skills
• Strong decision-making and problem-solving abilities
• Exceptional communication and interpersonal skills
• Ability to work well in a team-oriented environment
• Bachelor's degree in Finance, Economics, or a related field; advanced degree or certification is a plus
• Experience in real estate or related industries is advantageous

sales/portfolioa Portfolio Manager - Real Estate Sales (Noida)

Company: Walmond Realty Dart Pvt Ltd

Location: Noida, Uttar Pradesh

Experience: 5-10 years (Senior Sales Professional)

Compensation: Fixed Salary + High Incentives (Best in Industry)

About Walmond Realty Dart Pvt Ltd:

Walmond Realty Dart Pvt Ltd is a leading real estate initiative committed to simplifying property investments. Backed by experienced professionals and dynamic young minds from premium institutes in India, we combine expertise, innovation, and client-first approach to deliver exceptional real estate solutions.

Our mission is to help clients find their dream homes or make smart investments with confidence, providing trusted guidance, market insights, and seamless service.

Role Overview:

We are looking for an experienced Portfolio Manager / Senior Sales Professional to join our high-performing sales team in Noida. The ideal candidate will have a proven track record in real estate sales, client acquisition, and deal closures, with excellent leadership and communication skills.

Key Responsibilities:

• Manage and grow a portfolio of high-value clients in residential and commercial real estate.

• Drive sales closures by engaging clients and converting leads into deals.

• Generate new leads and onboard clients effectively.

• Mentor and guide junior sales executives to help them achieve targets.

• Collaborate with leadership to plan sales strategies and achieve revenue goals.

• Maintain long-term client relationships through consultative sales and after-sales support.

• Meet and consistently exceed individual and team sales targets.

Desired Candidate Profile:

• 5-10 years of experience in real estate sales / portfolio management, preferably in Noida / Delhi NCR.

• Proven track record of deal closures and high-value property sales.

• Strong client acquisition, negotiation, and communication skills.

• Ability to lead a team and mentor junior sales staff.

• Self-motivated, target-driven, and result-oriented.

• Comfortable working in a dynamic, performance-driven environment.

Perks & Benefits:

• Competitive fixed salary with attractive incentives

• Exposure to premium real estate projects and high-value clients

• Fast-track growth opportunities into Team Lead / Sales Head roles

• Dynamic and supportive work culture focused on performance and results

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Apply Now

Take your real estate sales career to the next level with Walmond Realty Dart Pvt Ltd

Job Title: CIB Portfolio Manager – Associate

Location:
Hyderabad (US Shifts-4:30 PM to 1:30 AM, Hybrid – 3 days/week office presence)

About the Role

We are hiring for a
CIB Portfolio Manager
to join the
Counterparty Credit Management (CCM) team
within Corporate & Investment Banking. The role involves underwriting, monitoring, and managing the credit risk of institutional clients including broker-dealers, hedge funds, private equity funds, mortgage REITs, and municipalities that transact with CIB Markets.

Key Responsibilities

• Underwrite and monitor credit exposure for institutional counterparties.
• Process new credit limits, monitor lifecycle changes, and escalate issues as needed.
• Perform annual/interim reviews of counterparties and prepare portfolio reports.
• Track exposures across asset-backed financing, securities lending, repo, and loan trading.
• Support Desk Limit Program (DLP) and Agent Lending Disclosure (ALD) management.
• Collaborate with Front Office, Risk, and global CCM teams on credit approvals and reviews.
• Identify opportunities for process improvements and risk controls.

Required Skills & Experience

• 3+ years
  of experience in CIB Portfolio Management, Credit Risk, or related function.
• Knowledge of
  capital markets and counterparty credit risk
  , including OTC products.
• Strong analytical ability with high attention to detail.
• Excellent written and verbal communication skills.
• Ability to work in a
  fast-paced, high-demand environment
  and manage multiple priorities.
• CA/CFA/FRM or degree in
  Finance, Economics, or Business
  preferred.

Work Model

• Hybrid, with
  minimum 3 days in office
  .
• Shift:
  US hours.

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 - ₹0 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 p>

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