12+ Investment management Jobs in India

Job Title: SEBI Registered Investment Advisor (RIA)

Location: Noida

Job Summary

We are seeking a SEBI Registered Investment Advisor (RIA) to provide independent, unbiased financial and investment advice to clients in accordance with SEBI (Investment Advisers) Regulations, 2013. The advisor will assess client financial goals, risk tolerance, and investment horizon to develop personalized investment strategies while ensuring full regulatory compliance.

Key Responsibilities

·Provide independent and client-centric investment advice across asset classes such as equities, mutual funds, bonds, ETFs, and alternative investments.

·Conduct financial planning and portfolio analysis based on clients’ financial goals, income, liabilities, and risk appetite.

·Develop and implement investment strategies and asset allocation plans.

·Ensure full compliance with SEBI (Investment Advisers) Regulations and Code of Conduct.

·Maintain detailed client risk profiling and suitability assessments.

·      Prepare and deliver portfolio performance reports and periodic reviews

·Stay updated on market trends, economic developments, and regulatory changes.

·Maintain proper documentation, records, and disclosures as required by SEBI.

·Educate clients on investment risks, diversification, and long-term financial planning.

·Avoid conflicts of interest and maintain complete transparency in advisory services.

Required Qualifications

· SEBI Registered Investment Advisor certification or eligibility for RIA registration.

·Certification from NISM Series X-A and X-B (Investment Adviser Level 1 & Level 2) or equivalent recognized qualification.

·Bachelor’s or master’s degree in finance, economics, business administration, commerce, or a related field.

Experience

·Minimum 5-8 years of experience in financial advisory, wealth management, or investment research.

Regards,

Radhika Sharma

HR Manager

Estabizz Fintech private limited

Key Responsibilities:

• Lead and support capital raising activities for Category II Debt Funds.
• Develop and maintain relationships with HNIs, Family Offices, Institutional Investors, and Corporate Treasuries.
• Prepare and present fund pitches, investment decks, and investor proposals.
• Coordinate with legal, compliance, and operations teams for fund onboarding and closures.
• Manage investor communications, reporting, and ongoing engagement.
• Support fund structuring discussions and assist in investor due diligence.
• Track fundraising pipeline and support strategy for investor acquisition.

Required Skills & Qualifications:

• Experience in AIF Category II debt fund fundraising or investor relations.
• Strong network among potential investors is preferred.
• Good understanding of debt products, structured finance, and alternative investments.
• Strong presentation, negotiation, and communication skills.
• Ability to independently manage investor relationships and closures.

Preferred Profile:

• Experience working with NBFCs, PE/VC funds, or investment firms.
• Existing investor network is an added advantage.

Role & Responsibilities:

About the Role:

We are seeking a highly driven and strategic Manager - Investment (Startup Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.

Key Responsibilities:

Fundraising & AUM Growth-

• Drive growth in Assets Under Management (AUM) by meeting set targets.
• Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.

Investor Relationship Management-

• Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).
• Nurture relationships with inactive investors and convert them into active contributors.
• Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.
• Proactively outreach and pitch BizDateUp’s value proposition and curated startup campaigns.
• Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.

Business Development & Conversion-

• Source, qualify, and onboard new investors through referrals, networking, and events.
• Leverage existing investor networks for introductions and referrals.
• Manage pipeline of new investor conversions and ensure smooth onboarding process.

Networking & Outreach-

• Represent the firm in industry events, conferences, and investor summits to expand reach.
• Stay updated on funding trends, investor behavior, and competitive landscape.
• Conduct one-on-one investor meetings to present opportunities and investment strategies.
• Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.

Strategic Input & Reporting-

• Prepare and present investment proposals and performance reports.
• Work closely with the investment team to align fundraising strategy with portfolio needs.
• Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).

Ideal Candidate:

• Strong investor management profile
• 4+ years of fundraising experience, with at least 1 year in Category II AIFs (PE / VC / Credit / Special Situations) selling to HNIs, Family Offices, or Wealth Managers.
• Must be proficient in pitching investment opportunities and onboarding investors
• Must have experience conducting investor meetings & presentations
• Must have experience achieving revenue targets
• Must have experience representing the company at networking events
• Must understand startup valuation basics, portfolio reporting, investment products.
• Must prepare investment proposals, performance reports, and KPIs.
• No strict requirement, but finance background preferred.
• Must have high ownership and target-driven mindset.
• Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.
• Events industry
• Experience in startup funding events & roadshows

Role Overview:

We are hiring experienced Wealth Relationship Managers to manage and grow HNI/UHNI client portfolios. The role involves driving investment product sales and providing holistic wealth solutions.

This is an individual contributor role focused on revenue generation and client acquisition.

Key Responsibilities:

• Acquire and manage HNI/UHNI clients
• Drive sales of:
• Mutual Funds
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
• Structured Products
• Bonds & other Wealth Products
• Cross-sell and up-sell investment solutions based on client profiling
• Build and maintain long-term client relationships
• Achieve revenue and AUM targets
• Ensure compliance and documentation adherence

Eligibility Criteria:

• Experience: Around 8 years in Wealth / Investment Advisory / Stock Broking / Banking
• Strong exposure to investment product sales
• Proven track record in revenue generation & AUM build-up
• Strong HNI client base preferred

JOB DETAILS:

Job Role: Investment Manager

Industry: Banking and Finance

Working Day: 6

Work Mode: ONSITE

Salary: Best in Industry

Experience: 4-7 years

Location: Mumbai

Review Criteria:

• Strong investor management profile
• Must have 4+ years of fundraising experience startups, AIFs, or investment products), investor management and network building
• Must be proficient in pitching investment opportunities and onboarding investors
• Must have experience conducting investor meetings & presentations
• Must have experience achieving revenue targets
• Must have experience representing the company at networking events
• Must understand startup valuation basics, portfolio reporting, investment products.
• Must prepare investment proposals, performance reports, and KPIs.
• No strict requirement, but finance background preferred.
• Must have high ownership and target-driven mindset.

Preferred:

• Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.
• Preferred (Industry): Events industry
• Preferred (Work background): Experience in start-up funding events & roadshows

Job Specific Criteria:

• CV Attachment is mandatory
• How many years of experience do you have in investor management?
• Are you comfortable working 6 days from Mumbai office?
• Current company?
• Current Location?

Role & Responsibilities:

About the Role:

We are seeking a highly driven and strategic Manager - Investment (Start-up Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.

Key Responsibilities:

Fundraising & AUM Growth-

• Drive growth in Assets Under Management (AUM) by meeting set targets.
• Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.

Investor Relationship Management-

• Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).
• Nurture relationships with inactive investors and convert them into active contributors.
• Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.
• Proactively outreach and pitch company’s value proposition and curated start-up campaigns.
• Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.

Business Development & Conversion-

• Source, qualify, and onboard new investors through referrals, networking, and events.
• Leverage existing investor networks for introductions and referrals.
• Manage pipeline of new investor conversions and ensure smooth onboarding process.

Networking & Outreach-

• Represent the firm in industry events, conferences, and investor summits to expand reach.
• Stay updated on funding trends, investor behavior, and competitive landscape.
• Conduct one-on-one investor meetings to present opportunities and investment strategies.
• Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.

Strategic Input & Reporting-

• Prepare and present investment proposals and performance reports.
• Work closely with the investment team to align fundraising strategy with portfolio needs.
• Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).

Ideal Candidate:

• 4+ years of proven experience in fundraising for start-up.
• Strong investor network with HNIs, Family Offices, and Institutions.
• Track record of achieving AUM/revenue targets and closing investor commitments.
• Exceptional communication, presentation, and relationship-building skills.
• Entrepreneurial mindset, high ownership, and target-driven approach.

Strong investor management profile

Mandatory (Experience): Must have 4+ years of fundraising experience startups, AIFs, or investment products), investor management and network building

Mandatory (Tech Skills 1): Must be proficient in pitching investment opportunities and onboarding investors

Mandatory (Tech Skills 2 ): Must have experience conducting investor meetings & presentations

Mandatory (Tech Skills 3): Must have experience achieving revenue targets

Mandatory (Tech Skills 4): Must have experience representing the company at networking events

Mandatory (Tech Skills 5): Must understand startup valuation basics, portfolio reporting, investment products.

Mandatory (Tech Skills 6): Must prepare investment proposals, performance reports, and KPIs.

Mandatory (Education): No strict requirement, but finance background preferred.

Mandatory (Note): Must have high ownership and target-driven mindset.

Preferred

Preferred (Company): Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.

Preferred (Industry): Events industry

JD : 

Scope of Responsibilities

• Communicate with data providers to source appropriate data content and formats within required timelines.
• Evaluate completeness and accuracy of input data, working closely with internal teams and hedge fund managers.
• Reconcile input data with other data points, clear exceptions/rejects, and perform mapping/modeling of positions.
• Collaborate closely with team members across locations, particularly Mumbai.
• Report progress, metrics, and queue status to management.
• Maintain relationships with fund administrators and hedge funds.
• Support expansion of hedge fund coverage within the transparency business.
• Handle ad-hoc analytical or operational requests as required.

Required Skills and Knowledge

• Strong attention to detail, organization, and adherence to deadlines.
• Effective problem-solving and collaboration skills.
• Financial background with understanding of derivatives, global markets, investment instruments, and risk management.
• High proficiency in Microsoft Excel.
• Experience working with large datasets or market data systems is preferred.
• Derivatives knowledge is a must.

Desired Experience and Qualifications

• 2–3 years of relevant experience; internships in financial investment or data-management roles are a plus.
• Bachelor’s degree in Economics, Business, or Finance.
• Strong English communication skills (verbal and written).
• General knowledge of stocks, bonds, futures, forwards, and options.
• CFA candidacy preferred.
•  

SKILLS:

1.  Derivatives
2. global markets, investment instruments, and risk management.
3. Data analysis using excel
4. Portfolio Risk analysis & reporting
5. Market data system 
6. Hedge Fund
7. Reconciliation

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

• Define and lead strategic performance projects, manage stakeholders to drive outcomes.
• Analyzing and presenting key MIS reports for Management review
• Lead business planning for including formulation of annual, monthly and daily plans on key
• performance metrics.
• Driving the strategic initiatives of the company as per the CEO's agenda
• Studying & improvising the operation processes of the company.
• Drive business performance insights working closely with the sales, marketing, growth &analytics teams
• Create strategic value-added analyses around growth opportunities, retention levers and core
• business metrics in order to drive better decision making and results
• Conduct ongoing analysis of key business drivers, trends and performance.

1. Filter criteria –
1. 7-8 years & above experience in Corporate Banking or allied areas (Mid-market, Commercial, Trade)
2. Corporate relationship and Sales ownership experience
3. Understanding of Corporate/ Commercial/ SME/ Trade Finance
4. Individual needs to be self-driven, capable of working with minimum supervision
5. This will be an acquisition and execution role, hence proven competency in these will be essential

1. Job Role –
1. Responsible for bringing in new client acquisitions and driving closure on mandates for the region
2. Understanding the key offerings of the company platform and applicability across industries
3. Marketing SCF solutions to Corporates and their Supply Chains
4. Ability to engage with a wide set of stakeholders on the Corporate side and identify opportunities
5. Engaging with the FI partners to activate and grow financing on the Network
6. Working closely with the India Corporate Sales - Head and the Network Sales teams to achieve the KRAs for the region