No longer accepting applications
![Portfolio Manager [Apply Now]](https://cdn-logos.talent.com/v1/logo/image?feedcode=jobtraffic-in&company_name=Equirus){kind=logo}
Portfolio Manager [Apply Now]
EquirusMumbai, Maharashtra, India1 day ago
Job descriptionProvide 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. 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.) 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. 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
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
Business Growth & P&L Ownership
Team Leadership
Compliance & Risk Management
Create a job alert for this search
Apply Now Manager • Mumbai, Maharashtra, India
Related jobs
- Promoted
Portfolio Manager - Retail Liabilities
WorkassistMumbai, India Position : Portfolio Manager | Retail Liabilities Work Level : Senior Leadership Industry Type : BankingShow moreLast updated: 30+ days ago
- Promoted
Assistant Manager-Business Finance
Rubicon Research LimitedThane, Maharashtra, India Rubicon Research Limited is a fast-growing pharmaceutical formulation company delivering value to our customers and investors by developing, manufacturing, and marketing branded specialty and gener...Show moreLast updated: 30+ days ago
- Promoted
- New!
(Apply Now) Fund Raising - Alternative Investment Funds
Vivriti Asset ManagementMumbai, Maharashtra, India Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : .
Vivriti Capital Limited, a systematically ...Show moreLast updated: 5 hours ago
- Promoted
Finance Manager
MashreqKalyan-Dombivli, 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: 18 days ago
- Promoted
Manager TGM Finance
MashreqThane, IN ONLY CA / CHARTERED ACCOUNTANTS TO APPLY.Provide support to the business through regular detailed P&L MIS and analytics.Regular improvement in the MIS generation process to attain maximum automation...Show moreLast updated: 18 days ago
- Promoted
Portfolio Manager
EquirusMumbai, Maharashtra, India 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: 17 days ago
- Promoted
Assistant Manager Finance MIS
Work Store LimitedWorli, Maharashtra, India We are looking for a detail-oriented and experienced.The role involves preparing accurate and timely MIS reports, financial dashboards, and variance analyses to support management decision-making.T...Show moreLast updated: 17 days ago
- Promoted
Sales Executive – Real Estate
Pyramids PropertiesKalyan Dombivli, Maharashtra, India Our focus lies in building trust through transparency, client satisfaction, and excellence in every transaction.We are looking for an energetic and motivated.
The ideal candidate will be responsible...Show moreLast updated: 6 days ago
- Promoted
Portfolio Coordinator / Pipeline Manager
Cimpress IndiaThane, IN Cimpress has created a new business called Cimpress Open whose mandate will be to excel at serving customers via third-party channels.
Cimpress Open harnesses the power of our state of the art Mass ...Show moreLast updated: 7 days ago
- Promoted
- New!
▷ Apply Now! Portfolio Manager
AAA GlobalMumbai, Maharashtra, India 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: 5 hours ago
- Promoted
- New!
[Immediate Start] Portfolio Manager
EquirusMumbai, Maharashtra, India 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: 5 hours ago
- Promoted
Manager- SACCR / Counterparty Credit Risk
EvalueserveThane, IN Elevate Your Impact Through Innovation and Learning.Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 50...Show moreLast updated: 9 days ago
- Promoted
FOREX INVESTOR
FOREX INVESTMENTThane, IN We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago
- Promoted
Finance Manager
Grow Your StaffKalyan-Dombivli, IN Grow Your Staff is looking for a.The position is a full time remote position.The role will have excellent growth opportunities.
You will work directly with the team based in the UK.INR 15 LPA- 20 LP...Show moreLast updated: 30+ days ago
- Promoted
Senior Finance Manager
MashreqKalyan-Dombivli, IN Manage independently the Finance and Planning of Technology & Legal Group including Overseas.Discharge the Finance responsibilities of Technology & Legal Group centrally for both UAE & Overseas geo...Show moreLast updated: 18 days ago
- Promoted
Europ Assistance - Manager - Portfolio Management
EUROP ASSISTANCE INDIA PRIVATE LIMITEDMumbai, India About the job : Company Description : Europ Assistance India (EA India), established in 2007, offers a range of services including Automotive & Roadside ...Show moreLast updated: 10 days ago
- Promoted
Oaklane Capital Management LLP - Fund Manager
Oaklane Capital Management LLPMumbai, India We are looking forMequity fund manager who specialize in value-oriented, risk-controlled investments, prioritizing opportunities with asymmetric payoffs and have a well-proven, verifiable track rec...Show moreLast updated: 30+ days ago
- Promoted
Portfolio Manager
AAA GlobalMumbai, Maharashtra, India We are a leading quant trading firm based in Mumbai, focused on building cutting-edge trading strategies across global markets.
Develop, implement, and manage medium-frequency systematic trading str...Show moreLast updated: 30+ days ago