9 Portfolio Rebalancing Jobs

As an Investment Executive supporting US investment operations from India, your role will involve a wide range of responsibilities and tasks. You will collaborate closely with the US team to ensure efficient management of client portfolios, execution of investment strategies, and adherence to financial regulations. Your expertise in investment products, portfolio management, client servicing, and financial analysis will be crucial for success in this role. Key Responsibilities: - Assist US-based investment advisors in client portfolio management, investment planning, and execution. - Conduct market research, analyze financial data, and prepare reports on investment performance. - Support cli...

As a B2C Relationship Manager at Arham Share Pvt Ltd., you will play a crucial role in engaging with retail clients, assisting them with investments, and fostering long-term financial relationships. Your responsibilities will include acquiring new retail clients, understanding their needs, recommending suitable financial solutions, guiding them through account processes, providing ongoing support, achieving sales targets, and ensuring high client satisfaction. Key Responsibilities: - Acquire new retail clients for equity trading and investment products. - Understand client needs and recommend suitable financial solutions such as Equity, F&O, Mutual Funds, SIPs, etc. - Guide clients through a...

As a B2C Relationship Manager at Arham Share Pvt Ltd., you will play a crucial role in engaging with retail clients, assisting them with investments, and fostering long-term financial relationships. Your responsibilities will include: - Acquiring new retail clients for equity trading and investment products. - Understanding client needs and recommending suitable financial solutions such as Equity, F&O, Mutual Funds, SIPs, etc. - Guiding clients through account opening, KYC, and trading activation. - Providing regular follow-up, portfolio reviews, and service support. - Achieving monthly sales and activation targets. - Maintaining client records and ensuring high client satisfaction. To excel...

Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. Transitioning towards an advisory model on wealth products for HNIs by offering structures across platforms, including alternate products. Core Responsibilities Ensuring RM activation and focus on investment products by conducting joint meetings to boost volumes and increase new investment penetration within the portfolio. Ensuring 100% compliance with regulatory matters, including EUIN and NISM certifications within defined timel...

As a candidate for the role, your responsibilities will include: - Building a focus towards investment X-sell among RM population - Building on Investment penetration of HNI clients - Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products - Ensuring RM activation & focus on investment products - Going on Joint meetings to build volumes along with new to investment penetration of the portfolio - Ensuring 100% compliance of regulatory matters including EUIN & NISM within timelines - Training RMs & building knowledge levels through training /workshops/in coordination with partner teams - Overall building on AUM by growin...

Company description - SBNRI Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics. Role Overview: We are seeking a highly analytical and detail-oriented Portfolio Research Analyst with strong expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS) . The candidate will play a key role in analyzing client portfolios, supporting portfolio managers with actionable insights, and ensuring alignment with client objectives and...

The key responsibilities for this role include: Strategic/ Managerial Responsibilities - Building a focus towards investment cross-sell among Relationship Manager (RM) population and increasing investment penetration of High Net Worth Individual (HNI) clients. - Transitioning towards an advisory model on wealth products for HNIs by providing structures across platforms, including alternate products. Core Responsibilities - Ensuring activation of RMs and focus on investment products. - Participating in joint meetings to increase volumes and new investment penetration of the portfolio. - Ensuring 100% compliance with regulatory matters, including Employee Unique Identification Number (EUIN) an...

Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. Transitioning towards an advisory model on wealth products for HNIs by offering structures across platforms, including alternate products. Core Responsibilities Ensuring RM activation and focus on investment products by conducting joint meetings to boost volumes and increase new investment penetration within the portfolio. Ensuring 100% compliance with regulatory matters, including EUIN and NISM certifications within defined timel...

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Ahmedabad region. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and performance. Achieve and exceed assigned sales targets and revenue goals for PMS. Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact. Conduct regular...