
Portfolio Strategist
1 day ago
Job Title: Investment Strategist
Key Responsibilities:- Build asset under management without sales-based assignments
- Prepare high-quality, customized investment insights, documents, and reviews for prospects and clients within a specified timeframe
- Understand various investment options and provide tailored recommendations based on clients' or prospects' suitability and risk profile
- Prepare yearly review and rebalancing reports for clients within the agreed-upon timeline
- Monitor and track portfolios of clients in collaboration with relationship managers
- Assist relationship managers in monitoring and tracking the implementation of investments
- Participate in joint calls and meetings with relationship managers to grow asset under management
- Maintain and analyze management information systems at regular intervals
- Thorough product knowledge
- Complete understanding and command over all investment products
- Understanding client profiles and asset allocation models
- Serve as a liaison between the product team and relationship managers to discuss nuances and position new product ideas
- Proficiency in taxation on investment products
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Portfolio Strategist
5 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,50,00,000Job Opportunity: Portfolio StrategistBachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.The successful candidate...
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Senior Portfolio Strategist
4 days ago
Navi Mumbai, Maharashtra, India beBeeStrategic Full time ₹ 15,00,000 - ₹ 21,50,000As a senior strategist, you will drive business growth by leading portfolio development and executing strategic plans in close collaboration with leadership to achieve key objectives.About the RoleDevelop and implement portfolio strategies that align with organizational goals.Collaborate with cross-functional teams to identify and evaluate new opportunities...
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Senior Portfolio Strategist
1 day ago
Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 16,00,000Job Title: Senior Portfolio StrategistAbout the Role:Analyze customer needs for assigned brand portfolios.Manage brands and team members to drive business revenue with efficient resource utilization.Strengthen product portfolio by introducing key products that enhance brand value.Implement customer-centric marketing strategies to boost market share of the...
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Financial Portfolio Advisor
1 day ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,50,00,000Job Title: Investment StrategistKey Responsibilities:Develop and maintain strong professional relationships with High Net Worth Individual (HNI) clients.Provide expert advice on investment products, including Mutual Funds, Equities, Bonds, and Insurance.Conduct regular portfolio reviews and risk assessments to optimize client investments.Identify and onboard...
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Portfolio Strategist
1 week ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000Investment Product Manager"> Develop a suite of investment products, encompassing mutual funds, PMSes, AIFs, bonds, structured products, and alternative investments."> Rigorous Analysis:"> Shortlist product ideas based on deep analysis with end-to-end responsibility for taking approval and execution in an Investment Committee...
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Financial Portfolio Specialist
5 days ago
Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Opportunity:We are seeking a highly skilled Portfolio Strategist to develop and implement effective portfolio strategies.Key Responsibilities:Develop and implement comprehensive investment plansOptimize investment portfolios for maximum returnsCollaborate with cross-functional teams to drive business growth initiativesConduct market analysis and make...
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Portfolio Strategist
1 week ago
Mumbai, Maharashtra, India beBeeInvestment Full timePrivate 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...
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Portfolio Strategist
1 week ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Job 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...
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AI Implementation Strategist
3 days ago
Mumbai, Maharashtra, India beBeeImplementation Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title:AI Implementation StrategistWe are seeking an experienced AI Implementation Strategist to drive the strategic implementation of artificial intelligence initiatives across our organization.Key Responsibilities:Project Portfolio Management:Lead and coordinate multiple AI projects simultaneously
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Chief Portfolio Strategist
4 days ago
Mumbai, Maharashtra, India beBeePortfolioLeader Full time ₹ 16,24,396 - ₹ 26,93,844Portfolio Leader OpportunityWe are seeking a seasoned portfolio manager to lead our investment team in conducting thorough performance analysis and tracking key metrics on our portfolio companies.Key Responsibilities:Conduct in-depth performance analysis and track key metrics on portfolio companies, providing strategic insights to enhance overall business...