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Portfolio management Jobs in Bangalore (Bengaluru)

3+ Portfolio management Jobs in Bangalore (Bengaluru) | Portfolio management Job openings in Bangalore (Bengaluru)

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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

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Disruptive Fintech Startup

Disruptive Fintech Startup

Agency job
via Unnati by Sarika Tamhane
Bengaluru (Bangalore)
2 - 5 yrs
₹8L - ₹10L / yr
Monitoring
Process improvement
Portfolio management
Portfolio optimization
collections
+1 more
If you are interested in joining a purpose-driven community that is dedicated to creating ambitious and inclusive workplaces, then be a part of a high growth startup with a world-class team, building a revolutionary product!
 
Our client is a vertical fintech play focused on solving industry-specific financing gaps in the food sector through the application of data. The platform provides skin-in-the-game growth capital to much-loved F&B brands. Founded in 2019, they are VC funded and based out of Singapore and India-Bangalore.
 
Founders are the alumnus of IIT-D, IIM-B and Wharton. They have 12+ years of experience as Venture capital and corporate entrepreneurship at DFJ, Vertex, InMobi and VP at Snyder UAE, investment banking at Unitus Capital - leading the financial services practice, and institutional equities at Kotak. They have a team of high-quality professionals coming together for this mission to disrupt the convention.
 
As an Associate-Collections & Portfolio Monitoring, you will liaise with our portfolio companies to set up collections by working closely with our tech team. This will require you to work with external parties like our fintech/ payment gateway/ banking partners.
 
What you will do:
  • Monitoring collections once set up at a high frequency and ensuring reconciliations happen on the track.
  • Creating and maintaining live collection dashboards for the senior management.
  • Creating weekly reports for our lending partners.
  • Monitoring the portfolio and escalating as necessary if collections performance is flagging based on identified indicators.
  • Ensuring TAT on collections while improving the collections experience for all stakeholders.

 

 

What you need to have:
  • Postgraduation required
  • 2-4 yrs of experience in operations or collections in the NBFC/ fin-tech industry (mandatory).
  • Experience in taking ownership and handling collections end to end (mandatory).
  • Excellent verbal and written English communication (mandatory)
  • Strong understanding of MS Excel (mandatory)
  • Accounting/ Finance degree (bonus)
  • Experience in creating reports and analytics dashboards (bonus)
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Disruptive Fintech Startup

Disruptive Fintech Startup

Agency job
via Unnati by Sarika Tamhane
Bengaluru (Bangalore)
5 - 8 yrs
₹12L - ₹20L / yr
Portfolio management
Investor relations
Relationship building
Stakeholder engagement
Product innovation
+4 more
If you are interested in joining a purpose-driven community that is dedicated to creating ambitious and inclusive workplaces, then be a part of a high growth startup with a world-class team, building a revolutionary product!
 
Our client is a vertical fintech play focused on solving industry-specific financing gaps in the food sector through the application of data. The platform provides skin-in-the-game growth capital to much-loved F&B brands. Founded in 2019, they’re VC funded and based out of Singapore and India-Bangalore.
 
Founders are the alumnus of IIT-D, IIM-B and Wharton. They’ve 12+ years of experience as Venture capital and corporate entrepreneurship at DFJ, Vertex, InMobi and VP at Snyder UAE, investment banking at Unitus Capital - leading the financial services practice, and institutional equities at Kotak. They’ve a team of high-quality professionals coming together for this mission to disrupt the convention.
 
As a Lead - Patron Investor Program, you will drive patron engagement via a combination of experiential marketing and product innovation.
 
What you will do:
  • Building company's network of patron investors
  • Owning patron relationships end-to-end with the responsibility for driving an increasing portfolio through these relationships
  • Building marketing and explanatory collateral for company's proposition to patrons to simplify the product to investors
  • Designing and implementing engagement programs to drive patrons relationships with the brands they fund

 

 

What you need to have:

  • 6+ yrs of work experience in a role that requires managing relationships/ providing advisory to senior professionals
  • Prior sector experience in a Tier 1 firm including investment banking, financial advisory, angel investing, micro VC, wealth management, or similar experience in an alternative investment marketplace
  • Demonstrated ability to acquire, grow, and deepen relationships between company and Family offices, HNIs and similar affluent individual investors segments
  • Strong understanding of financial products and an ability to interpret new investment products (company's revenue-based financing products as an asset class) and be able to translate it to investors.
  • Prior early-stage or startup experience
  • Extremely good people skills; Ability to build deep and lasting relationships
  • Excellent communication skills - including written and verbal English, understanding of financial concepts and terminology, familiarity with the Indian investment market
  • Accountability and very high attention to detail
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