98 Asset Allocation Jobs - Page 3

Be Part of a Transformation: Work with a company that is pioneering wealth management solutions in India. Drive Impact: Play a critical role in enhancing the performance and efficiency of a key business channel. Collaborate and Innovate : Be part of a vibrant culture that values teamwork, innovation, and professional growth. Empower Financial Futures: Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals. Grow with Us : Join a growing organization that values your skills, ideas, and career aspirations. Candidate Profile Experience : 7+ years in wealth management or related roles, including team management experience. Qualifications : Bachelors degree (Finance/Economics preferred); advanced certifications like CFP/CFA Level 2 or 3 (preferred). Role Summary The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives. Key Responsibilities Client Portfolio Management Act as the primary advisor for a portfolio of high-net-worth clients, delivering personalized financial solutions. Conduct in-depth financial planning and asset allocation aligned with clients' long-term goals. Address complex client scenarios, including market downturns and challenging situations. Team Leadership Mentor and guide Junior and Trainee RMs, fostering a culture of continuous learning and excellence. Ensure team adherence to Scripboxs standards of reliability, credibility, and client intimacy. Provide feedback and conduct regular performance reviews for team members. Business Growth Strategy Drive growth in Net AUA by increasing SOW with existing clients and acquiring referrals. Lead initiatives to enhance client experience and operational efficiency. Represent Scripbox at industry events, thought leadership forums, and client gatherings. Skills Competencies Deep expertise in financial planning, market dynamics, and client servicing. Proven leadership and team management capabilities. High emotional intelligence, empathy, and the ability to build trust with clients and team members. Strategic mindset with a focus on business development and operational excellence. Growth Path Opportunities to advance into Regional Manager or leadership roles in Scripboxs wealth management division.

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

ESSENTIAL DUTIES AND RESPONSIBILITIES The Consulting & Valuation Group (C&V) of CBRE is a specialized Advisory and Valuation practice that undertakes assignments across a wide variety of real estate asset classes and works for a broad spectrum of private and public-sector clients. C&Vs diverse portfolio of services includes: Market Research exercises (mix of desktop as well as primary research), coupled with analysis & interpretation of the collated intelligence Business Plans, Feasibility Analyses, Market Analyses, Techno-Economic Viability Studies, Due Diligence Exercises, Entry / Location Strategies, Portfolio Optimization, etc. Specialized studies such as retail zoning & tenancy mapping, workplace strategy & change management, education & healthcare advisory, market positioning strategies, etc. Financial Structuring, Public-Private partnerships, etc. Valuation of real estate assets, either as portfolios or single assets, which are required by various clients such as private equity, hedge funds, banks and other financial institutions, developers, government departments, etc, and are instrumental in structuring real estate deals The above services are offered across asset classes & segments ranging from Office Parks, Retail Malls, Hotels/Resorts, Urban Infrastructure, Townships, Airports and MRT related real estate, Industrial Parks, SEZs, Hospitals, Residential projects, Warehousing Assets, Emerging Asset Classes (Data Centers, Student Housing, Co-Living, Flexible Spaces, Senior Living), etc. Other Skills & Abilities The candidate would be responsible for Conducting primary, secondary research & industry stakeholder engagement within the real estate and infrastructure segment, followed by structuring and analyzing the gathered intelligence. The candidate is expected to have basic knowledge of Ms Office (i.e. MS Excel, PowerPoint & Word), which will be used for day to day work / analyses, preparing presentations / reports, financial models, etc. Undertaking discussions with C&V team on study findings (supported & guided by senior team members) Regards, Thank you Fiza Shaikh fiza.shaikh@cbre.com

Be Part of a Transformation: Work with a company that is pioneering wealth management solutions in India. Drive Impact: Play a critical role in enhancing the performance and efficiency of a key business channel. Collaborate and Innovate : Be part of a vibrant culture that values teamwork, innovation, and professional growth. Empower Financial Futures: Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals. Grow with Us : Join a growing organization that values your skills, ideas, and career aspirations. Candidate Profile Experience : 7+ years in wealth management or related roles, including team management experience. Qualifications : Bachelors degree (Finance/Economics preferred); advanced certifications like CFP/CFA Level 2 or 3 (preferred). Role Summary The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives. Key Responsibilities Client Portfolio Management Act as the primary advisor for a portfolio of high-net-worth clients, delivering personalized financial solutions. Conduct in-depth financial planning and asset allocation aligned with clients' long-term goals. Address complex client scenarios, including market downturns and challenging situations. Team Leadership Mentor and guide Junior and Trainee RMs, fostering a culture of continuous learning and excellence. Ensure team adherence to Scripboxs standards of reliability, credibility, and client intimacy. Provide feedback and conduct regular performance reviews for team members. Business Growth Strategy Drive growth in Net AUA by increasing SOW with existing clients and acquiring referrals. Lead initiatives to enhance client experience and operational efficiency. Represent Scripbox at industry events, thought leadership forums, and client gatherings. Skills Competencies Deep expertise in financial planning, market dynamics, and client servicing. Proven leadership and team management capabilities. High emotional intelligence, empathy, and the ability to build trust with clients and team members. Strategic mindset with a focus on business development and operational excellence. Growth Path Opportunities to advance into Regional Manager or leadership roles in Scripboxs wealth management division.

Asset Management, CMDB, Daily Dashboard, Inward Outward Register, Asset Life-cycle, Asset Database Management, Immediate joiner .

At least 1 year of Experince in Asset Management . Knowledge of Advance Excel , CMDB and Ticketing Tool. looking for immediate Joiners only.

Business Unit: Global Operations Reporting To: Manager, Global Operations Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is Top 12 Ranked Consultant (2009-2024) in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai and has opened a new office in Mumbai, India in June 2023. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https: / / www.russellinvestments.com . Job Description: This position is responsible for providing operational expertise for global client portfolio trading and rebalancing operations and position maintenance. This position will work with global client relationship managers, portfolio managers, traders, and other shared service associates (legal, risk, compliance, finance, investment fund operations) daily to scale our operation. The primary responsibility of Analyst, Trading and Rebalancing is to provide high quality rebalancing and cash flow implementation services for Russell Investments global clients. You will be responsible for validating that cash flow instructions are received in good order while ensuring timely and accurate processing of those instructions. The role includes creation of and validation of rebalance activities and implementing transactions within associated systems to ensure timely and accurate processing of all trading activity. You will interact with portfolio management, global client service as well as global operations. Years of Experience 3-5 years previous experience in the financial services industry Qualifications Well organized, self-starter with the ability to analyze information and support the team Must be proficient in MS Office and manage large volumes of email correspondence Strong global business acumen skills Experience in a financial operations or trading environment focused on transaction processing, custody, trust accounting, and related services for trust clients Understanding of asset allocation and rebalancing from an operational and transaction processing perspective Proficiency with spreadsheet applications, data manipulation, database applications Superior communication and people relationships skills, both in writing and person to person College Degree in Accounting, Business Management, Finance, Economics Engineering, Mathematics or equivalent work experience Responsibilities Daily processing of cash flow activities based on client requests and Russell initiated activity; execute daily trading activities, assigned value added activities and other operational services in a timely, complete and accurate manner; work with internal and external parties to investigate questionable values Provide ongoing rebalancing services for global Institutional clients, including periodic (ongoing, monthly, and quarterly) review, calculation, analysis, and execution of asset allocation and rebalancing transactions for Institutional client accounts; escalate complex issues to management as appropriate Maintain and update current procedures, as well as design and draft new procedures relating to operational processes; provide process and/or technical improvement insights in area of operational expertise to improve operating efficiencies; Core Values Strong interpersonal, oral, and written communication and collaboration skills with all levels of associates across many cultures Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. Exemplifies our customer-focused, action-oriented, results-driven culture. Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor. Visit us: https: / / russellinvestments.com / us / careers

In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve. This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment. We will count on you for: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organizations Strategic Research Group Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing Preparing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers Making recommendations to clients basis the manager search and selection for various investment strategies US and Global Equity, Fixed Income, Multi-Asset, Inflation, Real Estate, and ESG which involves assessment of strategies on various factors such as the investment team, investment process, risk management, factor/style exposures (using Style Analytics), and fees Review and amend investment policy statements. Author research papers on macro/micro economic environment and Investment industry trends. Providing research support on client requests including ESG, Style Analysis, Asset Class Trends Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects. Project management, work allocation, real-time capacity management, peer review, training and development of team members Liaison with stakeholders to build relationship for service delivery management. Play anchor role for all strategic projects and provide directions to the team. Prepare and manage KPIs and handle escalations. Participate in defining strategic priorities for the business. Focus on new capability development and branding imperatives. Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives. Driving Process Improvement Initiatives and delivering results in line with Business Priorities What you need to have: Relevant bachelors or masters degree in finance or economics with demonstrated academic achievement. Prior experience in asset management or financial services, preferably across multiple asset classes and investment disciplines; at least Proficient understanding of Wealth Management, Investment Management industry and asset classes (equity, fixed income, and alternatives) Minimum experience of at least 8 years in the financial services industry Ability to understand the link between data, client needs and its application to the "bigger picture." Proven organizational and project management skills, including the ability to manage multiple stakeholders. Excellent written and verbal communication skills, capable of influencing diverse audiences. High level of self-motivation, ownership, initiative, and exceptional attention to detail. Exceptional interpersonal, organizational, business communication, and time management skills. Leadership skills with the ability to manage diverse teams. Strong logical and analytical skills with attention to details Demonstrated high level of self-motivation, ownership, and initiative. Working knowledge of MS Office and third-party tools such as Bloomberg, Morning Star, and Lipper. Progress towards professional certification such as CFA, CAIA, CIPM What makes you stand out? Domain expertise relevant to wealth management/investment advisory/consulting Willing to learn and a strong team player with a collaborative approach. Effective team management skills Good analytical skills

Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients Acquire the clients having AUM => INR 10 M Portfolio review of clients & Cross Sell Resolve customer queries TAT Required Candidate profile 6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking Graduate with MBA Rich exp. of financial planning & wealth mgmt. AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for team handling role can be looked as Playing Captains /Partners/Sr Partner with requisite experience Candidates willing to shift along with their teams are welcome Non Sales experience not handling portfolio kindly do not attempt Perks and benefits CTC ; 22 - 30 lacs (Negotiable & not a constrain for the right candidate)

AVC:SKY - Investment Specialist Business: Retail Banking Department: Axis Virtual Center About Axis Virtual Center Axis Virtual Center engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation Assist in the investment portfolio asset allocation of customers. Allocation between different asset classes subclasses. Decisions on products with the asset / sub-asset class. Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review Monitor specific portfolios (HNWIs / Corporates) Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics Product Expertise Coach RM teams on latest products and research available Conduct the market update calls for the RMs on a regular basis This will require being completely updated on the latest market trends (macro, sectoral, domestic, global); is not required to do his own research and only takes the view of the internal research experts. Investment Product Research Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank Client calls (along with the RM) to educate, provide details and source investments in these products Regular interaction with the product providers for product updates, market feedback, etc and internally communicate the same Qualifications Graduation/Post-Graduation from a recognized institute one or more of the following: MBA, CA, CFA, CFP Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: Knowledge on financial markets including debt, equity, mutual fund AMCs, etc or in asset allocation and investment management of HNI customers. Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc Understanding of quantitative asset allocation methodologies. Ability to develop view on risk associated with different product investments. Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. Ability to work with experienced team. Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

Role & responsibilities Drive investment product business through mapped Relationship Managers across Mutual Funds, PMS, SGB, AIF etc. Educate clients about risk profile, asset allocation and potential risk-reward on the portfolios. Penetration of client base for creating new investors, as well as help improve investment Gross & Net Sales from existing client base. Portfolio monitoring, rebalancing and detailed reviews on a periodic basis. Research and analyze investments, strategies, and market conditions to determine which investment options are most appropriate. Leverage analytical ability, comprehensive fiscal knowledge, and customer service skills to help clients define and reach their financial goals. Ensure increase in Investment Products productivity of Relationship Managers as per defined KRAs. Ensure better client experience both by qualitative and quantitative subventions. Liaise with various stake holders within the Bank, as well as with external Asset Management firms. Preferred candidate profile Minimum 8 years of relevant experience in Investments and Relationship Management, with excellent communication skills. Post Graduate (MBA or equivalent) NISM V-A and XXI-A certification. CFP/CFA (or equivalent) shall be an advantage.

Job description Job Title: Operations Executive Investment Support Location: Lower Parel, Mumbai Experience: 2+ years preferred About Us: Join a growing wealth management team where operational excellence drives client satisfaction. Our Operations team ensures every clients investment journey is seamless, accurate, and efficient. If you are passionate about backend investment operations and delivering top-notch client service, we invite you to be a part of our success story. Role Overview: As an Operations Executive, you will be the backbone of the client onboarding and investment transaction process. You will work closely with Relationship Managers to deliver a world-class client experience, handling everything from account creation to investment execution with precision and professionalism. Key Responsibilities: Account Opening & KYC: Manage end-to-end account opening for mutual funds and other investments. Perform KYC documentation checks, verifications, and compliance adherence. Coordinate with clients for collection of required documents and resolve discrepancies. Investment Operations: Execute client instructions for mutual fund purchases, SIP registrations, insurance policies, and other transactions. Ensure timely processing and accurate reporting of all investment activities. Client Coordination: Act as a key liaison between clients, AMCs, platform partners, and internal teams. Provide proactive updates to clients regarding their account status, transactions, and investment portfolios. Data Management: Maintain and update MIS reports, trackers, and Google Sheets to ensure operational transparency and timely reporting. Ensure all activities are compliant with internal policies and regulatory requirements. What Were Looking For: Graduate (any stream) with excellent communication skills in English. Hands-on experience in investment operations, especially in account openings (Demat, Mutual Funds), KYC processing, and client servicing. Strong understanding of mutual funds, SIPs and investment platforms. Proficient with MS Office, Google Sheets, Email communications, and online meeting tools (Zoom, Google Meet). Highly detail-oriented, organized, and committed to service excellence. Ability to work collaboratively in a fast-paced environment while maintaining high accuracy and confidentiality standards. Why Join Us? Be part of a dynamic and growing wealth management firm where your expertise will be valued. Opportunity to work alongside seasoned professionals and expand your domain knowledge. A collaborative work culture that focuses on learning, excellence, and professional growth. Your contributions will have a direct impact on client satisfaction and organizational success. If you have the passion for investment operations, enjoy working behind the scenes to deliver a flawless client experience, and have a strong eye for detail, we would love to hear from you!

Ready to shape the future of work At Genpact, we don&rsquot just adapt to change&mdashwe drive it. AI and digital innovation are redefining industries, and we&rsquore leading the charge. Genpact&rsquos , our industry-first accelerator, is an example of how we&rsquore scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to , our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that&rsquos shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions - we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation , our teams implement data, technology, and AI to create tomorrow, today. Get to know us at and on , , , and . Inviting applications for the role of Senior Principal Consultan t- Senior Data Modeler - Wealth Management. We are seeking a seasoned Senior Data Modeler with deep expertise in Wealth Management to provide thought leadership in data deliveries . This role focuses exclusively on data modeling and domain expertise , bridging wealth management business processes with robust data architecture to drive operational efficiency, advanced analytics, and automation. The ideal candidate will leverage their comprehensive understanding of key sub-business domains within Wealth Management to design scalable, future-proof data models that align with evolving business needs. Key Responsibilities Deep Domain Expertise : Leverage in-depth knowledge of key sub-business areas within Wealth Management such as portfolio management, risk analysis, client segmentation, and asset allocation, to design and refine data models. Develop data models that address core business functions and industry challenges, ensuring they are aligned with evolving operational needs. Translate complex business processes into well-structured data architectures that support both transactional (OLTP) and analytical (OLAP) environments. Collaboration & Leadership : Collaborate with diverse stakeholder groups including decision-makers, analysts, operational users, and compliance teams. Engage with these personas to gather and interpret data requirements, ensuring models are tailored to drive actionable insights and support effective decision-making. Build empathy-driven models that reflect the real-world needs and challenges of each user group. Provide technical guidance and mentorship to junior data modelers and analysts. Facilitate review sessions and present model designs to stakeholders. Compliance & Regulatory Considerations: Integrate industry-specific compliance and regulatory frameworks (e.g., SEC, FINRA, GDPR/CCPA) into data models to ensure data integrity and auditability. Work closely with compliance teams to ensure that data architectures meet all regulatory requirements relevant to the Wealth Management domain. Technical Excellence : Utilize industry-standard data modeling tools (e.g., Erwin, PowerDesigner , or equivalent) to develop and maintain models. Stay current with emerging trends and technologies in data management, data warehousing, and analytics. Collaborate with ETL developers and database administrators to ensure seamless data integration and performance optimization. Process Improvement : Identify opportunities for process improvements and automation within business data workflows. Support continuous improvement initiatives to streamline business operations and reporting. Qualifications we seek in you! Minimum Qualifications Bachelor&rsquos degree in business information systems (IS), computer science or related field, or equivalent-related IT experience Extensive experience in data modeling and data architecture, specifically in the Wealth Management domain. Prior experience working closely with various diverse stakeholder groups to capture detailed data requirements Proven expertise in designing and managing data models for wealth management processes (portfolio management, risk analysis, client segmentation, asset allocation, etc.). Preferred Qualifications/ Skills Strong hands-on experience in relational, dimensional, and/or analytic experience (using RDBMS, dimensional, NoSQL data platform technologies, and ETL and data ingestion protocols). Expertise in data modelling principles/methods including conceptual, logical & physical data models. Experience with data warehouse, data lake, and enterprise big data platforms in multi-data-center contexts required . Strong knowledge of data modelling, and related tools (Erwin or ER Studio or PowerDesigner or others) required . Strong understanding of Wealth Management business processes, including portfolio management, risk analysis, client segmentation, asset allocation, etc. Ability to clearly translate complex data models into actionable business insights. Excellent analytical, problem-solving, and communication skills. Strong interpersonal skills and the ability to work collaboratively with both technical and business teams. Knowledge of compliance and regulatory requirements (e.g., SEC, FINRA, GDPR/CCPA). Why join Genpact Be a transformation leader - Work at the cutting edge of AI, automation, and digital innovation Make an impact - Drive change for global enterprises and solve business challenges that matter Accelerate your career - Get hands-on experience, mentorship, and continuous learning opportunities Work with the best - Join 140,000+ bold thinkers and problem-solvers who push boundaries every day Thrive in a values-driven culture - Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Let&rsquos build tomorrow together. Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color , religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a %27starter kit,%27 paying to apply, or purchasing equipment or training.

Description We are seeking a highly motivated Investment Manager to join our team in India. The ideal candidate will have a strong understanding of financial markets and investment strategies, with a proven track record of managing portfolios effectively. You will be responsible for identifying investment opportunities, conducting market analysis, and developing strategies to enhance the company's investment performance. Responsibilities Conduct thorough market research and analysis to identify investment opportunities. Develop investment strategies and manage portfolios to maximize returns. Monitor and report on the performance of investments and provide recommendations for adjustments. Collaborate with other departments to align investment strategies with overall business goals. Prepare detailed investment reports and presentations for stakeholders. Stay updated on market trends, economic conditions, and regulatory changes. Skills and Qualifications Bachelor's degree in Finance, Economics, Business Administration or related field. Strong analytical skills with the ability to interpret complex financial data. Proficiency in financial modeling and valuation techniques. Knowledge of investment products, financial markets, and portfolio management. Excellent communication and presentation skills. Ability to work under pressure and make informed decisions quickly.

1. Investment Strategy & Roadmap Develop and implement a comprehensive investment promotion strategy and roadmap, aligned with inputs from the CEO and COO. Identify and prioritize high-potential sectors for targeted outreach. Analyze global geopolitical trends and market dynamics to refine investment approaches and target relevant companies. Provide strategic thought leadership to Government officials and internal teams to enhance Karnatakas investment attractiveness. Establish and lead an Advisory Council of sector experts to promote Karnataka and guide internal process improvements. 2. Investor Engagement & Promotion Broaden and manage the investment lead pipeline; support Sector Leads in generating quality leads. Guide the team in providing end-to-end facilitation support to domestic and global investors from initial interest to final investment and construction. Personally engage with decision-makers at key investor organizations to influence outcomes. Represent Karnataka in major investment promotion events such as sector webinars, Aero India, Global Investor Meets, and more. Collaborate with the marketing team to develop compelling investment promotion materials. Act as the Governments ambassador in forums, workshops, and diplomatic engagements with embassies, trade bodies, and international stakeholders. 3. Grounding of Investments Prepare detailed project plans to ensure the actual grounding of investments. Lead interventions required to convert potential leads into committed projects. Track and ensure investment realization across all priority sectors, in both number and value, aligned with targets. Regularly monitor HOT, WARM, and COLD leads and initiate corrective actions as necessary. Page 4 of 5 4. Policy, Governance & Coordination Serve as a business partner to various Karnataka State Ministries to advocate for policy enhancements that facilitate investment. Benchmark and integrate global and domestic best practices into IKFs investment promotion approach. Support internal policy reviews and ensure alignment of Sector Leads and Market Intelligence Experts with state objectives. Provide regular updates along with the COO to Government stakeholders on progress vs. targets. 5. Performance Monitoring & Team Management Conduct periodic team reviews and assess performance against agreed KPIs. Build, manage, and mentor a capable investment promotion team with clearly defined roles and responsibilities. Create and manage a robust MIS for tracking investment proposals, pipeline status, and outcomes. 6. Budgeting & Financial Oversight Develop and manage CapEx and OpEx budgets using advanced tools (e.g., Bloomberg, Reuters). Ensure all activities are conducted within the approved OpEx framework. 7. Intelligence & Continuous Learning Keep the team informed on global and domestic trends related to technology, investments, disinvestments, and evolving sector dynamics. Act as a bridge between the CEO, Sector Leads, and external environment to ensure agile, informed decision-making.Role & responsibilities Preferred candidate profile (*) Any of Engineering, Economics, Commerce, Science, or Public Policy (*) Pedigree Education (*) should have developed strategy maps for diversification and/or M&A and/or JVs, etc. (*) should have done sales & marketing in a B2B or a B2G context; should have led cross-functional teams for achieving targeted business results (*) should have worked in Trade Development Offices or Embassies and demonstrated success in attracting investment into the State as per targets (*) should have done road-shows/exhibitions or other such events to showcase opportunities

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore , Hyderabad , Aurangabad , Kochi.

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 years of experience in financial & banking industry with relevant experience in investments "¢ High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view "¢ High understanding of investment products "¢ Ability to initiate and hold interactions with HNI Clients and deepen the relationships. PERSONALITY TRAITS & REQUIRED SKILLS: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills. QUALIFICATION : Graduation Compulsory MBA / PG Preferred AMFI / IRDA Certification - Mandatory

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

1. Portfolio Management: Assist in the development and implementation of reporting strategies. Monitor and manage asset portfolios to meet the company s objectives and risk profile. Analyze and provide recommendations for asset acquisition, disposition, or reallocation. 2. Asset Valuation and Risk Management: Perform regular assessments and valuations of assets to ensure they are accurately accounted for. Evaluate and assess risk factors associated with different asset classes. Develop risk mitigation strategies and implement asset management policies. 3. Reporting & Analysis: Prepare and present detailed reports on asset performance, including risk level and compliance with regulations. Track asset performance, identify trends, and recommend changes to improve performance. Analyze asset data to ensure effective decision-making in asset allocation. 4. Asset Optimization: Monitor the performance of physical assets, ensuring they are used efficiently. Work on asset life-cycle management including acquisition, and disposal. Recommend and implement strategies to optimize the returns. 5. Compliance and Regulatory Oversight: Ensure assets comply with legal updates in the records. Keep up-to-date with industry regulations and market trends to ensure assets are managed in accordance with relevant laws and standards. 6. Collaboration & Coordination: Work closely with other teams (finance, operations, legal) to coordinate asset-related projects. Assist in the development of long-term strategies to enhance the asset management framework. Provide recommendations and insights to senior management on portfolio adjustments. 7. Technology and Systems: Utilize asset management software and tools to track, manage, and report on asset performance. Maintain up-to-date records of asset transactions and valuations.

About the Opportunity Job TypeApplication 20 June 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research , Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management. About your team Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team. This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers. About your role The job involves providing comprehensive research support to FILs Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust. The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous. Key Responsibilities Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative. Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters. Prepare for and take meeting notes of the Analysts meetings with fund managers. Provide quality data and analysis on Funds ESG characteristics. Provide research inputs and authoring support for the publication of Multi-Asset research notes. Provide quality data and analysis to make the research process more efficient and robust. Keep track of emerging risks, and investment opportunities in one or more asset classes assigned. Keep abreast of significant trends and developments in the global fund management space and current market events. Build and maintain strong relationships with FIL analysts and within the local team. Make regular presentations to the team on relevant topics/areas of expertise. Experience and Qualifications Required 2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.