
Senior Portfolio Strategist
2 days ago
Enhance portfolio growth by providing expert advisory services, focusing on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products including Insurance, Mutual Funds, PMS, SIP, AIF, Bonds, Fixed Deposits, Unlisted Shares, and Investment Advisory Services. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.
-
Global Portfolio Strategist
1 week ago
Bengaluru, Karnataka, India beBeeTrading Full time ₹ 2,40,000 - ₹ 3,60,000Capital Markets InternshipGain hands-on experience in trading and portfolio management with a firm dedicated to shaping the next generation of capital market professionals. As an intern, you will work closely with senior traders and strategists to analyze, design, and manage portfolios across global markets.Key ResponsibilitiesMonitor and analyze real-time...
-
Senior Credit Portfolio Strategist
7 days ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Senior Credit Portfolio Strategist Job Description: Our organization seeks a highly skilled Credit Portfolio Strategist to join our Fund Finance team in Bengaluru, India. The ideal candidate will possess strong credit analysis and portfolio management skills, with experience working with clients globally.The selected individual will work closely...
-
Portfolio Optimization Strategist
4 days ago
Bengaluru, Karnataka, India Carrin & Stone Advisory Full time ₹ 15,00,000 - ₹ 20,00,000 per yearCompany DescriptionCarrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. Our adaptive, data-driven model portfolios span mutual funds, direct equity, smart beta, and thematic strategies, meticulously tailored to align with unique financial goals and risk...
-
Lead Portfolio Strategist
6 days ago
Bengaluru, Karnataka, India beBeeVisionary Full time US$ 1,50,000 - US$ 2,50,000Lead Portfolio Strategist This is an exceptional opportunity to drive growth and innovation in a collaborative ecosystem.
-
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 3,00,000 - ₹ 37,80,000Job Title:Trading & Portfolio Management InternJob Description:As a Trading & Portfolio Management Intern, you will gain hands-on experience in analyzing and managing portfolios across global markets. You'll work closely with senior traders and strategists to learn how professional traders approach market research, risk management, and execution.Required...
-
Executive Portfolio Strategist
2 weeks ago
Bengaluru, Karnataka, India beBeeStrategist Full time ₹ 6,00,000 - ₹ 7,50,000Executive Portfolio StrategistThis position demands a proactive professional with strong organizational, communication, and strategic execution skills to drive business outcomes.Key Responsibilities:Develop and implement effective portfolio strategies aligned with company goals and objectives.Analyze product performance and market trends to inform...
-
Senior Wealth Strategist
2 weeks ago
Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Senior Wealth StrategistOur organization seeks a seasoned Senior Wealth Strategist to provide high-net-worth clients with customized investment solutions and relationship management services.The ideal candidate will have experience managing large portfolios, developing asset under management, and providing end-to-end investment advisory services.A deep...
-
Senior Wealth Strategist
6 days ago
Bengaluru, Karnataka, India beBeeWealthStrategist Full time ₹ 1,04,000 - ₹ 1,30,878Job TitleSenior Wealth StrategistWe are seeking a seasoned Senior Wealth Strategist to join our team of financial experts.Job DescriptionThe ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing expert financial advice and personalized wealth management solutions.Main...
-
Senior Portfolio Strategist
2 weeks ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000Job Title:Senior Wealth ManagerWealth Management OpportunitiesAt our organization, we are committed to delivering exceptional investment solutions to high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs). Our team of wealth managers work closely with clients to understand their financial goals and develop customized investment...
-
Portfolio Strategist
1 week ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 1,80,00,000 - ₹ 2,50,00,000Portfolio Strategy LeaderOverview: A seasoned portfolio management professional with 6-8 years of experience in leading cross-functional teams to identify and prioritize new products, develop business cases, and make recommendations based on NPV's and time-to-market.Evaluate new product opportunities, including patent reviews, technical assessments, and...