Talent.com
No longer accepting applications
▷ [Immediate Start] Portfolio Manager

▷ [Immediate Start] Portfolio Manager

EquirusIndia
1 day ago
Job description

Qualification :

MBA (Finance), CA, CFA, or equivalent professional qualifications.

Experience :

6–8 years of experience in equity research / advisory with exposure to HNI / UHNI client management.

Prior leadership experience in PCG / Wealth Management / Direct Equity Advisory is strongly preferred.

Roles & Responsibilities :

Equity Research & Advisory

  • Lead the Direct Equities desk, overseeing idea generation, sectoral / thematic research, and stock recommendations tailored to PCG clients.
  • Develop and monitor model portfolios, investment strategies, and tactical calls for HNI / UHNI clients.
  • Ensure research coverage is client-centric, differentiated, and actionable.
  • Guide research analysts in producing high-quality reports and market insights.

Client Portfolio Strategy

  • Provide direct equities portfolio advisory to relationship managers and clients.
  • Conduct periodic portfolio reviews and performance assessments.
  • Identify market opportunities across large-cap, mid-cap, and emerging sectors aligned to client objectives and risk profiles.
  • Drive adoption of long-term equity investing discipline while balancing tactical opportunities.
  • Business Growth & P&L Ownership

  • Portfolio Manager - Direct Equities PCG will be responsible for the profitability of the business unit, ensuring sustainable growth in AUM and revenues.
  • Work closely with PCG Relationship Managers, Sales, and Product teams to expand client penetration in direct equities.
  • Monitor and optimize equity advisory revenues (brokerage, advisory fees, PMS / structured equity solutions, etc.)
  • Team Leadership

  • Lead a team of equity strategists, research analysts, and product specialists.
  • Provide training and mentoring to Relationship Managers to strengthen direct equity advisory capabilities.
  • Build a high-performance culture focused on client outcomes and research excellence.
  • Compliance & Risk Management

  • Ensure compliance with SEBI and other regulatory guidelines on research, advisory, and client communications.
  • Establish robust risk management frameworks for stock selection and portfolio recommendations.
  • Maintain the highest standards of governance, ethics, and transparency in equity
  • Create a job alert for this search

    Immediate Start Manager • India

    Related jobs
    • Promoted
    Portfolio Manager

    Portfolio Manager

    AAA GlobalIndia
    We are a leading quant trading firm based in Mumbai, focused on building cutting-edge trading strategies across global markets. We’re looking for a Portfolio Manager (MFT) to lead and scale medium-f...Show moreLast updated: 30+ days ago
    • Promoted
    Actuarial Life Pricing

    Actuarial Life Pricing

    EliteRecruitmentsNagpur, IN
    Ideal for professionals with hands-on experience in individual life product pricing, model development, and IRDAI filing. Conduct feasibility studies for.Collaborate with cross-functional teams incl...Show moreLast updated: 28 days ago
    • Promoted
    Finance Manager

    Finance Manager

    MashreqNagpur, IN
    The purpose of this role is to support the management of the Information Security Group budget and expenses to ensure effective and efficient management of ISG budget across all locations, in accor...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Finance Manager (Immediate Start)

    Finance Manager (Immediate Start)

    Maelstrom GlobalIndia
    Maelstrom Media is a full-service marketing agency delivering powerful campaigns that help brands grow and stand out.We focus on strategy-driven solutions, from advertising to digital marketing, ta...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    ▷ (Immediate Start) Program Manager - Finance

    ▷ (Immediate Start) Program Manager - Finance

    ZetaIndia
    Zeta is a Next-Gen Banking Tech company that empowers Banks and FinTechs to launch banking products for the future.It was founded by Bhavin Turakhia and Ramki Gaddipati in 2015.Our flagship process...Show moreLast updated: 2 hours ago
    • Promoted
    Portfolio Data Analyst

    Portfolio Data Analyst

    ArcanaNagpur, IN
    We are seeking dynamic Portfolio Data Analysts to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal pa...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    ▷ (3 Days Left) Product Portfolio Manager

    ▷ (3 Days Left) Product Portfolio Manager

    Siemens EnergyIndia
    Looking for a challenging role? If you really want to make a difference - make it with us.Siemens Energy is focused on helping customers navigate the world’s most pressing energy problems.As a worl...Show moreLast updated: 2 hours ago
    • Promoted
    Principal Portfolio Manager

    Principal Portfolio Manager

    Artha GroupIndia
    Artha Venture Fund : India-focused early-stage sector-specific fund (B2C, mobility, fintech, B2B SaaS, Deeptech, Spacetech) Artha Continuum Fund : India + global cross-stage vehicle for high-veloci...Show moreLast updated: 18 days ago
    • Promoted
    ▷ Urgent Search : Systematic Portfolio Manager | Bangalore, India

    ▷ Urgent Search : Systematic Portfolio Manager | Bangalore, India

    AAA GlobalIndia
    Domain Focus : Machine Learning, AI-driven Strategies, High-Frequency Data Analysis.Experience : 5+ years in a quantitative role, with a strong focus on ML / AI for alpha generation.International Talen...Show moreLast updated: 12 days ago
    • Promoted
    • New!
    ▷ Immediate Start! Wealth Manager

    ▷ Immediate Start! Wealth Manager

    Moneyfrog Financial Services Pvt. Ltd.India
    Job Description : Relationship Manager - Wealth.Experienced (Minimum 3 years) : Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Ins...Show moreLast updated: 2 hours ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    Fionicsnagpur, India
    Systematic Portfolio Manager - India / Remote.Manage systematic portfolios across asset classes.Own P&L responsibility and risk management. Develop and implement quantitative strategies.Proven alpha g...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    ▷ [Apply Now] Portfolio Manager

    ▷ [Apply Now] Portfolio Manager

    FionicsIndia
    Systematic Portfolio Manager - India / Remote.Manage systematic portfolios across asset classes - Own P&L responsibility and risk management - Develop and implement quantitative strategies.PM experie...Show moreLast updated: 2 hours ago
    • Promoted
    Portfolio Development Leader

    Portfolio Development Leader

    Piramal Critical CareIndia, India, India
    Identify, develop, and explore new market opportunities that are aligned with critical care products for US hospital markets. Develop a pipeline for US hospital markets to manage and maintain a port...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Principal Program Manager - Mergers & Acquisitions

    Principal Program Manager - Mergers & Acquisitions

    TechHarbor PartnersNagpur, IN
    TechHarbor Partners is a global IT consulting and digital solutions firm with over 15 years of cross-industry experience. We help businesses in the US, Canada, EMEA, and Australia solve complex tech...Show moreLast updated: 12 hours ago
    • Promoted
    Portfolio Growth Manager

    Portfolio Growth Manager

    Adept Consulting PartnersIndia
    Business Development Manager – NPI Experience : .MBA (Top B-school preferred) Domain : .Open therapy (current or prior experience) Gender : . Drive partnerships, portfolio growth, and product innovation t...Show moreLast updated: 1 day ago
    • Promoted
    Forward Deployed Analyst (Ex-IB / PE / HF / Buyside)

    Forward Deployed Analyst (Ex-IB / PE / HF / Buyside)

    ArcanaNagpur, IN
    Forward-Deployed Analyst – Portfolio Intelligence.Arcana builds institutional-grade analytics for leading hedge funds and asset managers. We’re hiring exceptional analysts to partner with portfolio ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Immediate Start : Principal Portfolio Manager

    Immediate Start : Principal Portfolio Manager

    Artha GroupIndia
    Artha Group is a performance-first investment house managing over ₹1,250 crores (USD 150M+) across venture capital, private equity, and cross-stage capital strategies. Artha Venture Fund : India-focu...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Immediate Start : Finance Manager (CA)

    Immediate Start : Finance Manager (CA)

    Brick & BoltIndia
    Brick & Bolt is a managed marketplace providing construction services.We are category creators and front-runners in space. We are solving one of the most complex business problems and creating an ec...Show moreLast updated: 2 hours ago
    • Promoted
    Escalation Manager

    Escalation Manager

    TNV MethodNagpur, IN
    TNV Method by Tanvi Parikh Fitness is a global fitness platform.We combine lifestyle management solutions (Nutrition, Mindset, Exercise and more) with personlized coaching to help our customers tra...Show moreLast updated: 4 days ago
    • Promoted
    Proposal Manager

    Proposal Manager

    EphicacyNagpur, IN
    Location : Fully Remote - India.We are seeking a detail-oriented and proactive Proposal Manager to join our fast-growing global sales team within our proposal group. In this role, you will manage the...Show moreLast updated: 8 days ago