Financial Portfolio Strategist

4 days ago


Bengaluru, Karnataka, India leading Securities Comapany Full time
About the Role

We are seeking a highly skilled Financial Portfolio Strategist to join our team at leading Securities Company.

This is a full-time on-site role for a Wealth Manager- AVP/SM/RM located in Ahmedabad, Bangalore, Chennai, Mumbai or other locations. The Sr Client Partner will be responsible for managing client portfolios, developing customized financial plans, managing investment portfolios, advising clients on strategies to achieve their financial goals, and maintaining strong relationships with clients.



  • Bengaluru, Karnataka, India The Edge Partnership Full time

    About The Edge PartnershipWe are a leading consulting firm seeking a skilled Financial Portfolio Strategist to join our team.Job SummaryThe ideal candidate will have 2-3 years of post-Certified Accountant (CA) experience and an MBA or CA with relevant experience, preferably from a Big Four firm.Key ResponsibilitiesConduct strategic reviews for clients and...


  • Bengaluru, Karnataka, India Covenant Consultants Full time

    Covenant Consultants seeks an experienced Executive Banking Portfolio Strategist to manage a portfolio of clients. The ideal candidate will analyze financial statements, performance, and trend analysis for assessing credit worthiness.The role involves regular monitoring with risk rating, facility renewals, financial analysis, credit write-up, industry...


  • Bengaluru, Karnataka, India Kotak Mutual Fund Full time

    About Kotak Mutual FundWe are a leading asset management company in India, dedicated to providing innovative investment solutions to our clients.Salary: ₹8,00,000 - ₹15,00,000 per annumJob Description:We are seeking a skilled Investment Portfolio Strategist to join our team. As a Relationship Manager with Kotak Mutual Fund, you will be responsible for...

  • Financial Strategist

    4 weeks ago


    Bengaluru, Karnataka, India Gameskraft Technologies Private Limited Full time

    Job Title: Financial StrategistAbout the Role:We are looking for a highly skilled Financial Strategist to join our team at Gameskraft Technologies Private Limited. As a Financial Strategist, you will play a crucial role in analyzing financial activities, providing advice, and guiding upper management in making informed decisions.Key Responsibilities:Analyze...


  • Bengaluru, Karnataka, India Azentio Full time

    Azentio is seeking an experienced Product Strategist to lead our financial crime and compliance portfolio. This role will involve collaborating closely with the product director and multiple stakeholders to develop products with engineering and QA teams, create detailed product roadmaps, and manage the lifecycle of our products.Key Responsibilities:Product...


  • Bengaluru, Karnataka, India Alstom Full time

    About Alstom">Alstom is a global leader in the world of transport, committed to making mobility more sustainable and its networks more high-performing, growing, safe and connected. Whether on roads, railways or in the skies, our products provide seamless payment, efficient information exchange and real-time customer service.">Your Future Role">We are...


  • Bengaluru, Karnataka, India Nexthire Full time

    Job Title: Product Portfolio Strategist - Chemicals ExpertEstimated Salary: ₹1500000 - ₹2000000 per annum, depending on experience.Location: Bangalore, India (HSR Layout)About NexthireNexthire is a leading B2B fulfillment platform specializing in contract research, lab-scale development, and commercial manufacturing of specialty chemicals. Our expertise...


  • Bengaluru, Karnataka, India Tonbo Imaging Full time

    We are seeking an experienced Senior Financial Strategist to join our team at Tonbo Imaging in Bangalore.Job SummaryThis is a senior-level role that requires a deep understanding of financial reporting, budgeting, and forecasting. The ideal candidate will have a strong background in accounting standards and tax regulations, with expertise in financial...


  • Bengaluru, Karnataka, India Katerra Design Full time

    Job SummaryWe are seeking an experienced Chief Financial Strategist to join our team at Katerra Design, a leading architectural design firm in India. The successful candidate will play a critical role in overseeing all financial operations, budgeting, and strategic financial planning for the company.About UsKaterra Design is a pioneering architectural design...


  • Bengaluru, Karnataka, India Flex-I Partners Full time

    Job OverviewFlex-I Partners is seeking a highly skilled Chief Portfolio Marketing Strategist to develop and execute location portfolio marketing strategies, drive launch campaigns and sales execution.About the RoleThis is a challenging role requiring strong strategic thinking and leadership skills, with a focus on driving business growth through effective...


  • Bengaluru, Karnataka, India OneAdvanced Full time

    Job Title: Lead Financial StrategistWe are seeking a seasoned financial expert to join our team as a Lead Financial Strategist. As a key member of our finance department, you will be responsible for leading our financial operations and providing strategic guidance to senior management.Role Overview:In this critical role, you will oversee all aspects of our...


  • Bengaluru, Karnataka, India Coffee Beans Full time

    About Coffee BeansCoffee Beans is a cutting-edge consulting firm specializing in technology, product, and process innovation. Founded in 2017, we empower clients to achieve significant quality improvement through impactful product launches, process simplification, and competency development.Job OverviewWe are seeking an experienced Chief Financial Strategist...


  • Bengaluru, Karnataka, India Bread Financial Full time

    Job OverviewThe Compensation Design Strategist plays a pivotal role in crafting and implementing compensation structures that not only attract and retain top talent but also ensure internal equity and external competitiveness.About the RoleThis position requires a skilled professional with expertise in advanced analysis of market trends, job evaluations, pay...


  • Bengaluru, Karnataka, India 3M Full time

    Unlock Your Potential in Automotive Portfolio ManagementAs a seasoned Portfolio Marketing Strategist, you will be at the forefront of driving innovation and growth in the automotive market. Join 3M, a pioneering company renowned for its commitment to innovation, and unlock your potential in this exciting role.About the RoleWe are seeking an exceptional...


  • Bengaluru, Karnataka, India Domnic Lewis International Full time

    About the RoleWe are seeking a highly experienced Finance Leader to join our team at Domnic Lewis International. As Chief Financial Strategist, you will be responsible for leading a team of 75-100 people and overseeing end-to-end Finance & Accounting service delivery across multiple businesses.


  • Bengaluru, Karnataka, India Talent Corner Full time

    About Talent CornerTalent Corner is a professional services company dedicated to providing high-quality portfolio management solutions.Job Description:Key ResponsibilitiesDevelop and manage tailored portfolios for clients based in Bengaluru, aligning financial instruments with their needs and goals.Generate revenue by recommending suitable financial products...


  • Bengaluru, Karnataka, India JoulestoWatts Business Solutions Pvt Ltd Full time

    Job SummaryAt JoulestoWatts Business Solutions Pvt Ltd, we are seeking a skilled Financial Data Strategist to join our team. This is a pivotal role that requires expertise in market research, competitive benchmarking, and financial modeling.The successful candidate will have a strong background in business administration, finance, or economics, with a proven...


  • Bengaluru, Karnataka, India Groww Full time

    About the Role:We are seeking a highly skilled and experienced Financial Markets Strategist to join our Research team at Groww, India's leading financial services platform.Company Overview:Groww is a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Our mission is to empower...


  • Bengaluru, Karnataka, India Bhumi Full time

    About BhumiBhumi is a dynamic organization seeking a highly skilled and experienced financial leader to join our team. As the Chief Financial Strategist, you will play a pivotal role in driving our organization's financial growth and success.SalaryThe estimated salary for this position is ₹15,00,000 - ₹20,00,000 per annum, commensurate with...


  • Bengaluru, Karnataka, India Bread Financial Full time

    The Compensation Design Strategist at Bread Financial plays a pivotal role in crafting advanced compensation policies and programs.About the RoleThis key position is responsible for providing sophisticated analysis on compensation structures, ensuring they attract and retain top talent while maintaining internal equity and external competitiveness.Key...