Strategic Portfolio Manager

1 day ago


Aligarh, Uttar Pradesh, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 2,00,00,000
Job Description

Anand Rathi Wealth Limited is a company focused on simplifying wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.

We specialize in creating wealth, managing risk, tax planning, and estate planning through transparent data-backed approaches.

Certified as a 'Great Place to Work,' our culture fosters trust, collaboration, and excellence.

Key Responsibilities:

  • Skill Development & Client Growth: Develop and manage client relationships to enhance Assets Under Management (AUM).
  • Portfolio Optimization: Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and portfolio volatility.
  • Client Onboarding & Retention: Review and service portfolios to create a wow experience for clients, onboard new relationships, and acquire clients.
  • Marketing Strategy: Conduct marketing activities to increase the number of clients managed.
  • Knowledge Enhancement: Learn new skills and knowledge to better serve clients.
  • Ethical Service Provision: Maintain full ethics in providing services and analysis.
  • Collaboration with Product Teams: Work closely with product teams for delivering specialized advice.


  • Aligarh, Uttar Pradesh, India beBeeExpert Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Portfolio LeaderRole Overview:As a Portfolio Leader, you will oversee a large-scale portfolio focused on serving Banking and Finance clients in Data & AI space.Key Responsibilities:Portfolio Management:Oversee end-to-end delivery across a portfolio of projects within the Banking and Finance sector.Manage and lead a large team of resources,...


  • Aligarh, Uttar Pradesh, India beBeeportfolio Full time ₹ 10,00,000 - ₹ 20,00,000

    Job Title:Portfolio AnalystAbout the Role:We are seeking a talented Portfolio Analyst to join our team. As a key member of our portfolio management group, you will be responsible for identifying new product opportunities in emerging markets and providing valuable insights to support strategic decision-making.Duties and Responsibilities:New Product...


  • Aligarh, Uttar Pradesh, India beBeeDevops Full time ₹ 9,00,000 - ₹ 15,00,000

    Job Title: ServiceNow Strategic Portfolio Management DeveloperWe are seeking an experienced ServiceNow SPM developer with a strong background in designing, configuring, and supporting end-to-end solutions, including Demand, Project, Portfolio, and Resource Management.This role involves working on solution design, development, integrations, automations,...


  • Aligarh, Uttar Pradesh, India beBeeServiceNow Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job Title: ServiceNow SPM DeveloperAbout the RoleWe are seeking an experienced software developer with a proven track record in designing, developing and implementing strategic solutions using ServiceNow. The ideal candidate will have a strong understanding of Strategic Portfolio Management (SPM) and related integrations.Main ResponsibilitiesTo contribute to...


  • Aligarh, Uttar Pradesh, India beBeeCryptocurrency Full time ₹ 10,00,000 - ₹ 20,00,000

    Key Role in Our EcosystemWe are seeking seasoned cryptocurrency experts to join our platform as Portfolio Creators. In this esteemed role, you will be responsible for publishing and managing live crypto portfolios, sharing market insights, and contributing to a growing ecosystem of digital asset strategies.This opportunity is designed for individuals with a...


  • Aligarh, Uttar Pradesh, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000

    About the Role This position involves co-managing private market solutions end-to-end in collaboration with internal teams and external managers.Co-manage private markets solutions end-to-end in partnership with internal teams and external managers.Support portfolio development and asset allocation across strategies.Partner with internal and external...


  • Aligarh, Uttar Pradesh, India beBeeRisk Full time ₹ 75,00,000 - ₹ 1,50,00,000

    Strategic Portfolio ManagerJob Summary:We are seeking a highly experienced Strategic Portfolio Manager to lead our end-to-end credit underwriting and monitoring process. As a key member of our team, you will develop and implement effective risk management strategies, collaborate with data scientists, and analyze large datasets using advanced...


  • Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 30,00,000

    Fixed Income Portfolio Manager Role OverviewThis is a key position within our organization that requires an individual to manage fixed income portfolios. The successful candidate will be responsible for calculating the yield to maturity of different securities and assessing their returns.Candidates with excellent analytical skills, particularly in the area...


  • Aligarh, Uttar Pradesh, India beBeePortfolios Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Portfolio Modernization Leader Job Description:Strategic Cloud Initiative: Oversee the modernization of cloud-based financial portfolios to enhance scalability, security, and cost-effectiveness.Enterprise Deployment Expertise: Manage the deployment of cloud-enabled tools and solutions to end users, ensuring seamless adoption and minimal disruption.Cloud...


  • Aligarh, Uttar Pradesh, India beBeePortfolio Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Title: Portfolio Management SpecialistResponsible for acquiring and managing high net worth customers under a preferred program. This includes providing a superior customer experience, enhancing relationship profitability through cross-sell, upsell, family account acquisition, and retention.The specialist also works on acquiring new-to-bank...