Current jobs related to Senior Portfolio Strategist - Chennai, Tamil Nadu - ConsultBae India Private limited

  • Senior Investment Portfolio Strategist

    3 weeks ago

    Chennai, Tamil Nadu, India Prov HR Solutions Private Limited Full time

    About the Role:We are seeking a skilled Senior Investment Portfolio Strategist to join our team at Prov HR Solutions Private Limited. The successful candidate will be responsible for assessing clients' risk tolerance and developing portfolios that maximize their financial gains.As a Senior Investment Portfolio Strategist, you will craft investment packages...

  • Senior Asset Strategist

    2 weeks ago

    Chennai, Tamil Nadu, India Mapletree Full time

    Company OverviewMapletree is a leading real estate company that seeks an experienced Senior Asset Strategist to join our team. As a key member of our asset management department, you will play a crucial role in formulating and executing strategies to optimize the value of our real estate portfolio.Job SummaryWe are seeking a highly skilled and motivated...

  • Senior Asset Strategist

    4 weeks ago

    Chennai, Tamil Nadu, India Mapletree Full time

    Job SummaryWe are seeking an experienced Senior Asset Strategist to join our team at Mapletree, responsible for formulating and executing asset management strategies and plans for our real estate portfolio.Key ResponsibilitiesDevelop and implement asset positioning strategies to enhance cash flow and valuePrepare and manage annual budgets and reports...

  • Senior IT Infrastructure Strategist

    2 weeks ago

    Chennai, Tamil Nadu, India Tata Consultancy Services Full time

    Tata Consultancy Services Job OpportunityLocation: Hyderabad, ChennaiEstimated Salary Range: ₹30 Lacs - ₹45 Lacs per annumAbout the RoleThis is a career-defining opportunity for an experienced Technical Architect to join Tata Consultancy Services as a Senior IT Infrastructure Strategist or Cloud Architect. You will be responsible for designing and...

  • Senior Wealth Strategist

    2 weeks ago

    Chennai, Tamil Nadu, India Talent Corner Full time

    About the RoleWe are seeking an experienced wealth advisor to join our Private Client Group as a Senior Wealth Strategist. This is an exceptional opportunity to drive business growth and build long-term relationships with high net worth individuals.ResponsibilitiesThe successful candidate will be responsible for cultivating relationships, growing assets...

  • Senior Data Insights Strategist

    2 weeks ago

    Chennai, Tamil Nadu, India ManpowerGroup Full time

    ManpowerGroup is seeking a Senior Data Insights Strategist to empower the team in Chennai. SalaryThe estimated annual salary for this role is $120,000 - $180,000 based on national averages and industry standards.As a Senior Data Insights Strategist, you will be responsible for designing mathematical & predictive models leveraging ML & Deep learning...

  • Senior Proposal Strategist

    2 weeks ago

    Chennai, Tamil Nadu, India Hexaware Technologies Full time

    About Hexaware TechnologiesHexaware Technologies is a leading global provider of IT and BPO services, helping organizations achieve their strategic objectives. We are committed to delivering exceptional value to our clients through our expertise, innovative solutions, and passion for excellence.Job Title: Senior Proposal StrategistLocation:...

  • Senior Merchandising Strategist

    3 weeks ago

    Chennai, Tamil Nadu, India Redington Full time

    Job OverviewWe are seeking a highly skilled Senior Merchandising Strategist to join our team at Redington. As a key member of our merchandising team, you will be responsible for developing and executing strategies that drive demand and revenue growth across our business units.

  • Procurement Strategist for Solar

    1 week ago

    Chennai, Tamil Nadu, India Everrenew Full time

    Job OverviewEverrenew is seeking a highly skilled Procurement Strategist to lead the procurement team for our Solar & Wind Business primarily, and oversee other verticals such as Solar Water Pump, Smart Meter Plant etc.The ideal candidate will have a proven track record of developing and implementing procurement strategies that drive cost savings and improve...

  • Senior Commercial Strategist

    4 weeks ago

    Chennai, Tamil Nadu, India Goldwind Full time

    Job DescriptionWe are seeking an experienced Senior Commercial Strategist to lead our commercial work in Bidding, Sales, and Service. The successful candidate will be responsible for managing the entire bidding process, including drafting, negotiation, and signing of contracts.Key Responsibilities:Develop and implement commercial strategies to drive business...

  • Senior Data Strategist | Chennai

    1 week ago

    Chennai, Tamil Nadu, India HCLTech Full time

    About the Role:This is a senior-level position within our organization, focusing on driving data strategy and innovation. As a Senior Data Strategist, you will be responsible for developing and implementing comprehensive data plans to meet business objectives.

  • Senior Technology Strategist

    3 weeks ago

    Chennai, Tamil Nadu, India Live Connections Full time

    We are Live Connections, a leading organization in the field of Office 365 solutions. We are seeking an exceptional professional to fill the role of Senior Technology Strategist.As a Senior Technology Strategist at Live Connections, you will play a crucial part in helping us drive business growth through innovative technology solutions.The estimated salary...

  • Senior Scheduling Strategist

    2 weeks ago

    Chennai, Tamil Nadu, India Assistnow Inc Full time

    We are seeking a highly experienced Senior Scheduling Strategist to join Assistnow Inc. as a key member of our team. With a strong background in scheduling and experience with UKG Pro Advance, you will be responsible for leading the implementation of advanced scheduling solutions, working closely with clients to understand their needs and delivering...

  • Senior Business Growth Strategist

    1 day ago

    Chennai, Tamil Nadu, India Savanna HR Full time

    About the RoleSavanna HR is seeking an experienced Senior Business Growth Strategist to join our team. As a key member of our organization, you will be responsible for driving sales growth and achieving revenue targets.

  • Senior Risk Management Strategist

    2 weeks ago

    Chennai, Tamil Nadu, India ADCI MAA 15 SEZ Full time

    Job OverviewWe are seeking an experienced Senior Risk Management Strategist to join our team at ADCI MAA 15 SEZ in Chennai, India. This is a full-time position with shift timings from 2 PM to 11 PM.

  • Risk Management Strategist

    2 weeks ago

    Chennai, Tamil Nadu, India Live Connections Full time

    Live Connections is seeking an experienced Risk Management Strategist to join our team. As a key member of our organization, you will be responsible for providing deep technical expertise on credit portfolio performance, market volatility, operational failures, infrastructure outages, liquidity shortages, and regulatory matters.Job DescriptionWe are looking...

  • Senior Risk Management Strategist

    7 days ago

    Chennai, Tamil Nadu, India Live Connections Full time

    Job DescriptionWe are seeking a highly experienced Senior Risk Management Strategist to join our team at Live Connections.Job SummaryThe Senior Risk Management Strategist will be responsible for developing and implementing risk management strategies that align with the company's overall business objectives. The ideal candidate will have a strong background...

  • Senior Talent Acquisition Strategist

    3 weeks ago

    Chennai, Tamil Nadu, India Straive Full time

    About the RoleWe are seeking a highly skilled Senior Talent Acquisition Strategist to join our team at Straive. As a key member of our recruitment team, you will be responsible for actively searching for potential candidates using various sourcing techniques and developing talent pipelines.

  • Senior Product Strategist

    3 weeks ago

    Chennai, Tamil Nadu, India White Force Group Full time

    Job TitleSenior Product StrategistAbout the RoleWhite Force Group is seeking a highly skilled Senior Product Strategist to join our team. As a key member of our AI and Automation Solutions division, you will play a vital role in developing transformative automation solutions for Contact Center, Deposit Management, Loan Onboarding, Dispute Resolution, and...

  • Senior Financial Strategist

    7 days ago

    Chennai, Tamil Nadu, India Mizuho Full time

    We are seeking an experienced Senior Financial Strategist to join our team at Mizuho Global Services Pvt Ltd (MGS).About UsMGS is a subsidiary company of Mizuho Bank, Ltd, one of the largest banks in Japan. Established in 2020, MGS plays a vital role in creating a captive global processing Centre for remotely handling banking and IT-related operations.At...

Senior Portfolio Strategist

2 months ago

Chennai, Tamil Nadu, India ConsultBae India Private limited Full time
Senior Portfolio Strategist - Chennai Market

**Overview**

ConsultBae India Private limited is a leading financial services provider in India, with a presence across the country. We are seeking an experienced Senior Portfolio Strategist to lead our wealth management activities in the Chennai market.

**Job Description**

As a Senior Portfolio Strategist, you will be responsible for leading all wealth management activities within the assigned territories, ensuring the attainment of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to high net worth individuals (HNI) and ultra HNI clients.

**Key Responsibilities**

* Client Engagement and Relationship Management:
• Address HNI and ultra HNI clients for investment requirements through an exclusive product bouquet and superior, seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various investment products.
• Profiling customers and providing financial products to meet customer needs.
• Directly work with Relationship Managers to support client portfolios and execute wealth management strategies.
* Market Research and Analysis:
• Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.
• Direct Relationship Managers to identify cross-selling and upselling opportunities.
* Financial Planning and Reporting:
• Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences.
• Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations.
• Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals.
* Management and Leadership:
• Owning and establishing the Tata Capital Wealth Management brand for the area.
• Recruitment, nurturing talent, reviewing team performance for optimization of revenues.
• Co-owning clients of the team.

**Required Skills and Qualifications**

* A minimum of 6 years of experience in wealth management, financial planning, and portfolio management.
* Strong knowledge of financial markets, investment products, and economic trends.
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
* Ability to work in a fast-paced environment, with a focus on delivering exceptional results.
* Strong analytical and problem-solving skills, with the ability to identify opportunities and challenges.
* Ability to work independently, with minimal supervision, and as part of a team.

**Estimated Salary**

The estimated salary for this role is ₹1,200,000 - ₹1,800,000 per annum, depending on experience and qualifications.

**Benefits**

* Competitive salary and benefits package.
* Opportunities for professional growth and development.
* Collaborative and dynamic work environment.
* Recognition and rewards for outstanding performance.

**Others**

If you are a motivated and experienced professional looking for a new challenge, please submit your application, including your resume and a cover letter, to [email address].

We are an equal opportunities employer and welcome applications from diverse candidates.