205 Rebalancing Jobs - Page 4

Sales; Client Acquisition: Develop and execute lead management strategies for inbound and outbound prospects. Contact potential clients via calls, WhatsApp, emails, and video consultations. Understand client profiles and convert leads into successful investors using consultative sales techniques. Track and improve conversion rates using CRM tools and dashboards. Financial Advisory: Conduct comprehensive need analysis based on clients’ financial goals, risk appetite, income, and time horizon. Recommend appropriate mutual fund schemes (SIP/lump sum), portfolio allocation, and tax-saving strategies. Educate clients on mutual fund products, asset classes, tax implications (80C, LTCG, STCG) and i...

Your Team Responsibilities The MSCI Index Calculation Team , also known as Alcyone , is responsible for the production and maintenance of MSCI Indexes. Our advanced calculation platform processes over 200,000 indexes daily , covering categories such as Equity, Fixed Income, Crypto, and Multi-Asset . These indexes support more than USD 10 trillion in assets under management (AUM) globally. Our team collaborates closely with Research, Product, and Coverage counterparts to automate the latest offerings in indexes and portfolio rebalancing using latest technologies. Your Key Responsibilities The candidate will be primarily in charge of developing MSCI flagship Equity Index calculation Platform u...

Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales re...

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office Lead Specialist – Investments As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, ...

Job Summary The incumbent should have relevant experience in equity advisory and dealing for PMS products Candidate should have capabilities to interact with UHNW clients and explain the rebalancing orders Should have fair understanding of equity markets, investing and portfolios. This role will require coordinating with Investment strategy team to understand investment ideas and communicate the same to ND PMS/ or PMS clients. Ability to convince customers to add additional AUM Brand Execute trades for ND PMS strategy and strengthen SCSI investment products in the local market as differentiated proposition for UHNW clients Key Responsibilities In addition, the person should be able to coordi...

Product Manager (Crypto) Pluang Technologies India Private Limited, Gurgaon, Haryana, India Capability N.A. Department Product Crypto Job posted on Aug 05, 2025 Employee Type Full Time Experience range (Years) 3 years - 4 years Position description: We are looking for a skilled professional to manage crypto products and lead strategic initiatives. As the SPOC for crypto products, you will collaborate with tech, customer support, analytics, and marketing teams to optimize processes, resolve customer issues, and implement improvements. Key responsibilities include crypto listing/delisting, risk management, and driving projects like liquidity provider integration and portfolio enhancements. Thi...

Job Title: Relationship Manager – Stock Market Summary: We are looking for a dynamic and client-focused Relationship Manager to join our stock broking team. The ideal candidate will be responsible for managing a portfolio of high-net-worth individuals (HNIs) or retail clients, providing them with investment advisory services, and ensuring excellent customer satisfaction in the equity and derivatives markets. Key Responsibilities: Develop and manage strong relationships with existing clients and actively acquire new clients for equity, derivatives, mutual funds, IPOs, etc. Advise clients on their investments based on market trends, risk appetite, and portfolio goals. Execute buy/sell orders f...

Job Description Job Title : Manager Function : Fund Services Job Type : Permanent Location : Mumbai Shift : UK shift Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, Affiliated /...

Job Title : Manager / Senior Manager - Wealth (AUM) Location : Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai Employment Type : Full Time Job Summary: We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 30 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources. Key Roles and Responsibilities: Client Relationship Management: - Build and nurture long-term...

Job Description Function: Fund Services Job Type: Permanent Location: Mumbai Shift: UK Shift Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, Affiliated / Non-a...

Opportunity to work with a leading financial institution Be a part of a global set up About Our Client A leading financial research institution Job Description New Product development: Launch of innovative replicable indices for index funds/ETFs Index maintenance - Reconstitution, rebalancing and Daily index value computation Client meetings- Presentation of new ideas to product/investment teams of the client segment Tracking competition and other global practices on passive investments Ensuring compliance to regulatory and other best practices Preparation of ad-hoc analytical reports for the purpose of senior management and/or for external agencies Team management, supervision and planning ...

Job Description for Wealth Manager Profile at FINVESTMENTS The Wealth Management & Analysis professional will be responsible for managing client investments, analyzing market trends, and providing strategic financial advice. This role involves recommending mutual funds, insurance products, and other financial instruments tailored to client needs while ensuring compliance with regulatory requirements. Responsibilities 1. Investment Advisory & Portfolio Management: •Analyze client financial goals, risk appetite, and investment horizon to suggest suitable mutual funds and insurance products. •Construct and manage diversified investment portfolios, ensuring asset allocation aligns with client ob...

Lead Software Engineer - Java WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what ...

Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales re...

Lead Software Engineer - Java What Makes Us, Us Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what ...

Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com. Nomura Services, India supports the group’s global businesses. With world-class capabilities...

Job Description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereb...

Job Title: Manager / Senior Manager - Wealth (AUM) sales Location: Delhi NCR / Bangalore / Hyderabad / Kolkata / Mumbai / Chennai/ Noida Employment Type: Full Time Job Summary: We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 30 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources. Key Roles and Responsibilities: Client Relationship Management: - Build and nurture...

Key Responsibilities of a CFA Data Collection and Analysis : CFAs gather and analyze financial data, including economic forecasts, market trends, and historical performance of investments. This analysis helps in making informed investment decisions. Investment Strategy Development : They develop and recommend investment strategies based on thorough research and analysis. This includes assessing the performance of stocks, bonds, and other investment vehicles. Client Advising : CFAs provide personalized financial advice to clients, helping them understand their investment options and the associated risks. They may work directly with individual clients or corporate entities. Portfolio Managemen...

About BNP Paribas India Solutions Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union’s leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines: Corporate and Institutional Banking, Investment Solutions and Retail Banking for BNP Paribas across the Group. Driving innovation and growth, we are harnessing the potential of over 10000 employees, to provide support and develop best-in-class solutions. About BNP Paribas Group BNP Paribas is the European Union’s leading bank and key player in international b...

Job Summary: We are seeking an experienced and client-focused Wealth Manager with a strong background in portfolio management to join our team. The successful candidate will be responsible for managing Customers portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Key Responsibilities: Serve as the primary relationship manager for assigned customers, providing holistic wealth management advice. Develop customized investment portfolios aligned with each customer financial goals, risk tolerance, and time horizon. Conduct portfolio reviews and rebalancing based on market trends, performance, and changing custo...

Job Description The Analyst – Purchasing and Inventory role at Wesco/Anixter is accountable for forecasting activities associated with customers and products and the subsequent procurement activities and overall effectiveness of inventory with a key focus on maximizing the return on investment and service to our customers. The purpose of the role is to build a forward visibility of future customer requirements, set supply policies and ensure purchase orders are placed effectively and to service level KPI’s. Responsibilities Monitor inventory levels & recommend inventory stock adjustments as necessary Maintain customer inventory letters of intent Manage and maintain the creation of an accurat...

Job Description As an Analyst - Purchasing and Inventory, your primary responsibility is to serve as the liaison with vendors using quality metrics and implementing inventory control protocols to optimize inventory and service levels ensuring the organization has competitive advantages throughout its supply chain. Responsibilities Monitor inventory levels & recommend inventory stock adjustments as necessary Maintain customer inventory letters of intent Maintain and develop business relationships with suppliers/sales team Expedite order delivery & ensure on time delivery Resolve receiving problems and invoicing issues Place orders with suppliers as necessary Collaborate with customer service ...

Job Description Function: Fund Services Job Type: Permanent Location: Mumbai/Bangalore Shift: EMEA / Americas Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors’ classes, GP class, carry class, A...

Job Title: Fund Accountant/SFA/Lead/Controller- Private Equity Overview: We are seeking an experienced and detail-oriented Fund Accountant/Controllers for Private Equity to oversee end to end Fund Accounting operations. The ideal candidate will possess in-depth knowledge of private equity fund accounting, financial reporting, and regulatory compliance , Location : : Hyderabad Key Responsibilities: a. In depth working knowledge of complex fund structures, waterfall computation, carry plans calculation, clawback accounting, Sub-close, Equalization, Rebalancing and preferred return. b. Preparation and review of Capital Calls and Distribution notices c. Determining net asset values, calculating ...