Talent.com
This job offer is not available in your country.
Portfolio Manager [Apply Now]

Portfolio Manager [Apply Now]

EquirusIndia
2 days 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

    Apply Now Manager • India

    Related jobs
    • Promoted
    • New!
    [20 / 10 / 2025] Portfolio Manager

    [20 / 10 / 2025] 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: 11 hours ago
    • 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
    • New!
    (Urgent) Portfolio Manager

    (Urgent) Portfolio Manager

    EquirusIndia
    MBA (Finance), CA, CFA, or equivalent professional qualifications.Prior leadership experience in PCG / Wealth Management / Direct Equity Advisory is strongly preferred. Lead the Direct Equities desk, ov...Show moreLast updated: 11 hours 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: 26 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: 6 days ago
    • Promoted
    Systematic Portfolio Manager | Bangalore, India

    Systematic Portfolio Manager | Bangalore, India

    AAA GlobalIndia
    Bangalore, India Domain Focus : .Machine Learning, AI-driven Strategies, High-Frequency Data Analysis Experience : .ML / AI for alpha generation International Talent : . Yes, international applicants are en...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    ▷ [3 Days Left] Director - Portfolio Strategy

    ▷ [3 Days Left] Director - Portfolio Strategy

    Biocon BiologicsIndia
    Portfolio director will be a core member of the Portfolio Strategy Team and would have the opportunity to collaborate with a cross-functional team to help shape the Company’s product portfolio and ...Show moreLast updated: 11 hours ago
    • Promoted
    • New!
    ▷ [Apply Now] General Manager Portfolio Management (Business Development)

    ▷ [Apply Now] General Manager Portfolio Management (Business Development)

    Piramal Critical CareIndia
    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: 11 hours ago
    • Promoted
    • New!
    Team leader, Credit & Portfolio Management

    Team leader, Credit & Portfolio Management

    Standard Chartered BankIndia
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 20 hours ago
    • Promoted
    Investment Banking Analyst

    Investment Banking Analyst

    Magma ConsultancyNagpur, IN
    This role is hands-on : you’ll be expected to .DCF, LBO, merger models, comps, and precedent transaction analyses—not just update existing templates. You’ll work directly with senior bankers during ....Show moreLast updated: 30+ days ago
    • Promoted
    Principal Portfolio Manager

    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: 16 days ago
    • Promoted
    Product Portfolio Manager

    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: 5 days ago
    • Promoted
    • New!
    Product Portfolio Manager (15h Left)

    Product Portfolio Manager (15h Left)

    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: 11 hours ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    EquirusIndia
    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 le...Show moreLast updated: 5 days ago
    • Promoted
    ▷ (Apply in 3 Minutes) Systematic Portfolio Manager | Bangalore, India

    ▷ (Apply in 3 Minutes) 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: 14 days ago
    • Promoted
    • New!
    IS Portfolio Manager for Technology and Platform Demand

    IS Portfolio Manager for Technology and Platform Demand

    ABBIndia
    This job is with ABB, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.At ABB, we help indu...Show moreLast updated: 20 hours ago
    • Promoted
    Analyst (Investment Banking / Buy-Side Experience Required)

    Analyst (Investment Banking / Buy-Side Experience Required)

    ArcanaNagpur, IN
    Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    FionicsIndia
    Systematic Portfolio Manager - India / Remote.What you'll do : Manage systematic portfolios across asset classes Own P&L responsibility and risk management Develop and implement quantitative strategie...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management Intern

    Wealth Management Intern

    Zetheta Algorithms Private LimitedNagpur, IN
    ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 26 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: 6 days ago