3 - 7 years

4 - 9 Lacs

Pune

Work from Office

We are seeking dynamic and experienced professional to join our growing team as Chief Financial Officer . The ideal candidate will have a strong background in portfolio management, financial planning, and data analytics. You will work closely with clients to analyze their portfolios and provide expert investment advice while leveraging data to optimize portfolio performance. Key Responsibilities: Portfolio Management: Analyze and manage client investment portfolios, providing tailored strategies to meet their financial goals. Data-Driven Decision Making: Utilize data to inform investment decisions, enhance portfolio performance, and provide actionable insights. Market Monitoring: Continuously monitor financial markets, economic trends, and portfolio performance. Make timely adjustments to align with market movements and client objectives. Client Communication: Deliver clear, professional, and timely reports to clients, explaining complex investment strategies and portfolio performance. Risk Management: Assess and mitigate risks, ensuring portfolios are optimized for performance within the clients' risk tolerance levels. Collaboration: Work closely with cross-functional teams to integrate AI-driven solutions into wealth management strategies. Financial Modeling: Develop and maintain financial models to assist in portfolio analysis, performance forecasting, and risk management. Desired Skills & Qualifications: Educational Background: MBA/MSc in Finance, Economics, or a related field. CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification is highly preferred. Postgraduate degree in Financial Planning will be an added advantage. Professional Experience: 3-7+ years of experience in portfolio management or a related field, preferably within the fintech, financial services, asset management, or investment management industries. Proven expertise in investment analysis, market research, and financial modeling. Technical Skills: Strong analytical skills with the ability to interpret and leverage financial data to optimize investment strategies. Proficiency in portfolio management tools and financial software. Understanding of risk management practices and asset allocation strategies. Experience with fintech solutions or AI-driven investment platforms is a plus. Personal Attributes: Strong problem-solving ability and attention to detail. Excellent communication and presentation skills. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Strong understanding of the Indian financial markets is a must.

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Investment Counselor Skillventory

7 - 12 years

12 - 22 Lacs

Ahmedabad, Delhi / NCR, Mumbai (All Areas)

Work from Office

About the Role: This Bank is seeking a dynamic Investment Specialist to support their Wealth Management and Priority Banking teams . This is an individual contributor role, primarily responsible for guiding Relationship Managers (RMs) in delivering superior investment solutions to clients. The Investment Specialist will also engage in joint client meetings to provide expert advice, ensuring high-quality service and enhanced client satisfaction. Key Responsibilities: Handhold and mentor Relationship Managers on investment advisory, asset allocation, and portfolio construction. Conduct joint calls/meetings with clients to understand financial goals and provide personalized investment strategies. Recommend suitable investment products including mutual funds, PMS, bonds, alternative investments, and structured products. Monitor client portfolios regularly and suggest rebalancing strategies as per market changes and client needs. Keep RMs updated with latest market trends, products, regulatory changes, and investment strategies. Ensure compliance with internal policies, SEBI, RBI, and other regulatory bodies during investment advisory. Support business in achieving investment revenue targets through enhanced client engagement and asset penetration. Key Skills and Competencies: Strong knowledge of investment products, markets, portfolio management, and asset classes. Ability to influence and coach Relationship Managers for client-centric investment advisory. Excellent communication, presentation, and interpersonal skills. Strong analytical abilities for client portfolio reviews and financial planning. High customer orientation and relationship management skills. Qualifications: Graduate/Postgraduate degree in Finance, Economics, Business Administration, or related fields. Certifications preferred: NISM Series V-A (Mutual Fund Certification) CFA, CFP, or other investment-related certifications are an added advantage. Experience: 5 to 10 years of experience in investment advisory, wealth management, or related financial services. Proven track record in client handling, investment consulting, and supporting Relationship Managers.

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Wealth Performance & Analytics - Analyst HTC Global Services

8 - 12 years

11 - 16 Lacs

Mumbai

Work from Office

About the Role: We are seeking a highly skilled and experienced professional for the role of Wealth Performance and Analytics Analyst. The ideal candidate should have a strong background in Data Analytics, SQL and ETL, with significant experience in the banking, investment, portfolio management and financial services sectors. Requirements: Minimum 8 to 12 years of experience in SQL and ETL, with 8-10 years in Data Analytics, within the Banking/Financial Services domain preferably wealth performance Strong proficiency in writing complex SQL queries. Hands-on experience with Tableau for data visualization is mandatory. Familiarity with Alteryx is optional. Extensive experience in banking, investment, portfolio management, or financial services. Preferred exposure to US/Global markets, excluding Indian organizations. Attention to detail and a commitment for delivering high-quality work. #LI-Hybrid #LI-AA1

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RM - Private Banking Group (PBG) Wealth Management RJ Consultants

8 - 12 years

20 - 22 Lacs

Chandigarh, Delhi / NCR, Jammu

Work from Office

Drive business development & deliver high quality customer service using wealth management techniques aligned with bank’s objectives Meet individual PBG targets across Third Party Products &banking products Achieve 10% AUM growth for own clients Required Candidate profile Relationship Manager Private Banking Wealth Management Client Acquisition Customer Relationship Management (CRM) Portfolio Management Investment Advisory Financial Planning

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