
Portfolio Strategist
6 days ago
The Investment Advisor role demands an experienced professional with prior experience in managing investment portfolios for private banking clients and asset management companies.
Key Responsibilities:
- Increase Assets Under Management (AUM) and drive penetration of financial products to support private bankers scale up their revenues.
- Develop tailored financial plans addressing client needs and goals, conduct regular portfolio reviews, and provide insightful recommendations.
- Support Relationship Managers (RMs) in pitch meetings and client onboarding enhancing understanding of asset classes risk metrics and market trends.
- Maintain exceptional client presentation and relationship management skills ensuring a high level of customer satisfaction.
- Possess relevant certifications such as NISM XA XB and CFA/CFP with a minimum 12 years of work experience in the BFSI sector.
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Portfolio Optimization Strategist
2 weeks 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...
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Portfolio Growth Strategist
6 days ago
Bengaluru, Karnataka, India beBeeStrategy Full time ₹ 1,04,000 - ₹ 1,30,878Portfolio Growth StrategistThe primary focus is to drive portfolio growth through cross-selling of financial products and services. This role requires analyzing client performance, identifying opportunities for enhancement, and developing strategies to achieve budgetary targets.Achieve Net Interest Income (NII) and fee income goals by providing expert advice...
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Expert ServiceNow Portfolio Manager
1 week ago
Bengaluru, Karnataka, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000ServiceNow Strategist OpportunityWe are seeking a seasoned ServiceNow strategist with extensive expertise in portfolio management, particularly in application portfolio management and enterprise architecture.
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Capital Markets Portfolio Strategist
1 week ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 2,40,000 - ₹ 3,60,000Job OpportunityWe are seeking a talented individual to fill the role of Capital Markets Analyst Intern.This is an exceptional opportunity for students and graduates in finance, economics, quant or commerce domains who have a passion for stock markets, research-driven investing and capital allocation.Responsibilities:Track and analyze global equity, bond and...
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High Net Worth Portfolio Manager
2 weeks ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Financial Portfolio StrategistThe primary objective of the Financial Portfolio Strategist is to efficiently manage high net worth portfolios by utilizing expertise gained from previous experience in private banking or asset management.Key Responsibilities:Develop and implement tailored financial plans that address client needs and goals, and conduct regular...
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Portfolio Strategist
7 days ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 25,54,960 - ₹ 42,83,600Job Opportunity:We are seeking a seasoned investment professional to lead our portfolio management activities.About the Role:Lead portfolio management across assigned strategies, ensuring performance aligns with client mandates and investment guidelines.Collaborate with trading, research, risk, and compliance teams to implement investment ideas and ensure...
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Portfolio Optimization Specialist
1 week ago
Bengaluru, Karnataka, India beBeeStrategist Full time ₹ 15,00,000 - ₹ 22,50,000Job Summary:Lead Portfolio StrategistDevelop and execute strategic portfolio management plans to drive business growth and improve market competitiveness.Key Responsibilities:Product Identification and Evaluation: Identify high-value products, conduct thorough evaluations including patent reviews, technical assessments, and commercial analysis.Business Case...
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Senior Portfolio Strategist
1 week ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 1,40,000 - ₹ 28,00,000Lead Portfolio ManagerWe are seeking a highly skilled and motivated individual to implement Agile portfolio management principles across our Commercial DD&IT ecosystem globally, excluding the US.The successful candidate will drive the governance of translating business strategy into actionable initiatives and oversee a large portfolio of projects and...
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Senior Portfolio Strategist IV, Upstream
2 weeks ago
Bengaluru, Karnataka, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Job Title: Senior Portfolio Strategist IV, UpstreamJob Description:As a key member of our leadership team, you will drive the development and execution of our product portfolio strategy. Your expertise in technical market analysis and customer needs will enable you to define product roadmaps, drive innovation, and ensure alignment with business...
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Financial Portfolio Strategist
2 weeks ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 12,00,000Investment Analyst RoleAbout the OpportunityThis is a chance to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.About the Internship:As an Investment Analyst, you will engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide...