2+ Portfolio management Jobs in Ahmedabad | Portfolio management Job openings in Ahmedabad

About the 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. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

About the 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. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, our client works with the largest and the most reputed investors.

Role: Sales/Relationship Manager

Location: Ahmedabad

Job Description:

• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients

• Responsible for managing HNI clients and acquiring new customers

• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios

Requirements:

• Graduate + MBAs

• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup

• Should be an aggressive, result-oriented & self-motivated professional

• Should have experience in handling HNI Client Acquisitions and Relationship Management & service

• Ability to engage clients in meaningful conversations about their finance

• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile

• Strong interpersonal skills with an ability to generate trust and confidence in clients

• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently