Financial Portfolio Strategist

Job Title: Financial StrategistAs a key member of the executive team, this role requires a minimum of 10 years of experience in finance and accounts.Key Responsibilities:

Job Summary:Investment ManagerWe are seeking an experienced Investment Manager to oversee the performance and progress of real estate assets within our Alternative Investment Funds (AIF). The ideal candidate will have a strong understanding of real estate markets, financial modeling, and investment strategies.Key Responsibilities:Clients and Stakeholders...

Private Wealth Relationship ManagerAs a Private Wealth Relationship Manager, you will play a vital role in advising high net worth clients on building and maintaining their investment portfolios. Your key responsibilities will include:Developing tailored investment strategies based on clients' individual needs and risk tolerance.Providing expert analysis and...

Key Investment Role: We are seeking a seasoned investment professional to drive growth equity origination, due diligence, financial analysis, and portfolio management across diverse sectors and geographies.Responsibilities:Lead in-depth assessments of business and market risks associated with growth equity investmentsConduct rigorous macroeconomic and market...

Key Responsibilities:Monitor and address HNI and UHNI clients' banking and investment requirementsHelp clients achieve their financial goals through strategic portfolio analysis and suggesting suitable investment productsEssential Skills and Qualifications:Min 2+ years relevant experience in Banking and Wealth domainMBA/ PGDM or relevant degreeAcumen towards...

Wealth Management OpportunityAt Moneyfrog Financial Services Pvt Ltd, we are seeking a skilled Wealth Manager to join our team. As a key member of our financial services organization, you will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored...

The role of a Financial Strategist involves collaborating with decision-makers to drive business excellence through effective financial management.Key ResponsibilitiesDevelop and implement strategic financial plans to support organisational objectivesEnsure compliance with statutory and regulatory requirementsSupervise the accounting team and ensure...

Location: Delhi, Mumbai, Kolkata, HyderabadExperience: Minimum 2 yrsJob Acquisition of Point of sales persons/ Associates- Identify POS/ Associate's needs and suggest suitable insurance products/payout rates of different Insurers- Give Joint call support to all POSPs along with Direct Sales exposure- Accountable for Business Targets individually in sync...

Senior Investment Manager RoleThe successful candidate will be responsible for leading a multidisciplinary team and managing portfolios effectively.Key responsibilities include:Managing teams to achieve strategic goals and results.Coordinating with multiple stakeholders to implement business solutions.Collaborating with senior leadership to drive business...

Job Title: Senior Financial StrategistWe are seeking a highly skilled Senior Financial Strategist to join our team. This individual will play a critical role in shaping the financial foundation of our business, driving business growth, and strengthening financial governance.Lead financial planning, budgeting, forecasting, and analysis in alignment with...