321 Rebalancing Jobs - Page 5

Experience : 5.00 + years Salary : Confidential (based on experience) Expected Notice Period : 15 Days Shift : (GMT+05:30) Asia/Kolkata (IST) Opportunity Type : Remote Placement Type : Full Time Contract for 6 Months(40 hrs a week/160 hrs a month) (*Note: This is a requirement for one of Uplers' client - Agentic AI Platform) What do you need for this opportunity? Must have skills required: Open-source database contributions, ANN Indexing, cloud-native/self-service databases, Concurrency handling, Rust, Vector indexing, vector search tools, C, C++ Agentic AI Platform is Looking for: Role Description Extend our existing database with native vector capabilities—data types, ANN indexes, query pl...

Job Title: Wealth Manager – Mutual Fund Department Salary: ₹30,000 – ₹50,000 per month (negotiable for the right candidate) Location: Chandigarh Company: D.R. Shares & Stock Brokers Pvt. Ltd. Job Type: Full-Time | On-site Experience: 1–2 Years (AMC/Mutual Fund Industry Preferred) Job Overview: We are seeking a qualified and client-focused Wealth Manager to join our growing Mutual Fund Department . The ideal candidate will have a strong background in mutual funds, preferably from an AMC or wealth management firm, and a proven ability to manage high-net-worth client relationships. You will be responsible for understanding client financial goals, recommending suitable mutual fund products, and ...

Job Title: Wealth Manager – Mutual Fund Department Salary: ₹30,000 – ₹50,000 per month (negotiable for the right candidate) Location: Chandigarh Company: D.R. Shares & Stock Brokers Pvt. Ltd. Job Type: Full-Time | On-site Experience: 1–2 Years (AMC/Mutual Fund Industry Preferred) Job Overview: We are seeking a qualified and client-focused Wealth Manager to join our growing Mutual Fund Department . The ideal candidate will have a strong background in mutual funds, preferably from an AMC or wealth management firm, and a proven ability to manage high-net-worth client relationships. You will be responsible for understanding client financial goals, recommending suitable mutual fund products, and ...

1.Client Acquisition & Business Development Identify and acquire new investors through cold calls, leads, and referrals. Build and maintain strong relationships with retail and HNI clients. Promote SIP, lumpsum, ELSS, and other mutual fund schemes. 2.Investment Advisory Understand client’s financial goals, risk appetite, and time horizon. Suggest suitable mutual fund products as per client requirements. Conduct portfolio reviews and recommend rebalancing strategies. 3.Sales & Revenue Targets Achieve monthly and quarterly sales targets. Drive SIP registrations and ensure continuous investment inflows. 4.Compliance & Documentation Ensure proper KYC, risk profiling, and regulatory documentation...

About The Role Grade Level (for internal use): 10 The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed I...

About the Company Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform. About the Internship: As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financi...

Role Overview: You will be responsible for overseeing end-to-end Fund Accounting operations in the Private Equity sector. Your primary duties will include having an in-depth working knowledge of complex fund structures, waterfall computation, carry plans calculation, clawback accounting, Sub-close, Equalization, Rebalancing, and preferred return. You will also be involved in the preparation and review of Capital Calls and Distribution notices, determining net asset values, calculating fund performance metrics like IRR, TVPI, RVPI, and DVPI percentages. Additionally, you will be tasked with budgeting and allocating fund expenses, preparing reports, and reviewing Management fee workings. Key R...

About the Company Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform. About the Internship: As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financi...

HENOX Capital and Finserv Pvt Ltd. is a trusted financial services firm offering mutual funds, bonds, PMS, AIF, insurance, and loan distribution. Our mission is to deliver integrated wealth solutions that help individuals and businesses achieve long-term financial well-being. Key Responsibilities Acquire and manage High Net-Worth (HNI) and affluent clients for their wealth management and investment needs. Provide personalized investment advisory across mutual funds, PMS, AIF, bonds, insurance, and other financial products. Generate new business through referrals, networking, and digital channels. Conduct portfolio reviews and recommend rebalancing or new opportunities. Cross-sell relevant pr...

What you'll own (outcomes over outputs): Company-level product strategy across Payments, Wealth (DPM), and Credit/Trade Finance with clear bets, staged roadmaps, and success metrics tied to revenue, margins, and risk. You'll operate with full product ownership and P&L accountability similar to top fintech product heads. Operating model & squads: Stand up empowered, cross-functional teams (PM, Eng, Design, Data, Ops, Legal/Compliance) with crisp KPIs and decision rights; coach PMs to define vision, priorities, and metrics with their squads Global payments & settlement: Ship and scale products over SWIFT, SEPA, CHAPS, FPS, RTGS, Fedwire/ACH, UPI corridors, FAST (SGD), Zengin (JPY), EFT (CAD), ...

About Us HENOX Capital and Finserv Pvt Ltd. is a trusted financial services firm offering mutual funds, bonds, PMS, AIF, insurance, and loan distribution. Our mission is to deliver integrated wealth solutions that help individuals and businesses achieve long-term financial well-being. Key Responsibilities Acquire and manage High Net-Worth (HNI) and affluent clients for their wealth management and investment needs. Provide personalized investment advisory across mutual funds, PMS, AIF, bonds, insurance, and other financial products. Generate new business through referrals, networking, and digital channels. Conduct portfolio reviews and recommend rebalancing or new opportunities. Cross-sell re...

About The Role Grade Level (for internal use): 10 The Role: Analyst, Index Development - Fixed Income Indices. The Team The position is with Fixed Income Index Engineering team, which is part of the Operations group at S&P Global. This team is tasked with the development of Custom and Branded indices, aiming to create long-term solutions and foster innovation in our processes. This particular role will concentrate on Fixed Income indices, ensuring the delivery of high-quality indices that meet strategic objectives and stakeholder expectations. This will be achieved by leveraging the established Index launch framework, ensuring compliance, and addressing market demands. The Impact The Analyst...

Analyst, Index Development - Fixed Income Indices Noida, India Analytics 319207 Job Description About The Role: Grade Level (for internal use): 10 The Role: Analyst, Index Development - Fixed Income Indices. The Team: The position is with Fixed Income Index Engineering team, which is part of the Operations group at S&P Global. This team is tasked with the development of Custom and Branded indices, aiming to create long-term solutions and foster innovation in our processes. This particular role will concentrate on Fixed Income indices, ensuring the delivery of high-quality indices that meet strategic objectives and stakeholder expectations. This will be achieved by leveraging the established ...

About the Role: Grade Level (for internal use): 10 The Role: Analyst, Index Development - Fixed Income Indices. The Team: The position is with Fixed Income Index Engineering team, which is part of the Operations group at S&P Global. This team is tasked with the development of Custom and Branded indices, aiming to create long-term solutions and foster innovation in our processes. This particular role will concentrate on Fixed Income indices, ensuring the delivery of high-quality indices that meet strategic objectives and stakeholder expectations. This will be achieved by leveraging the established Index launch framework, ensuring compliance, and addressing market demands. The Impact: The Anal...

Job Description We are looking for a highly capable, self-motivated and independent Database Administrators based in India. If you are passionate about Oracle database technology as well as cloud computing, this is the ideal role you’ve been waiting for. Our DBA team supports databases which are available both on-premise and on Cloud. In this role, you will be asked to organize and manage the Database instances to meet our objectives and maintain the highest customer satisfaction that is possible. To ensure success as a DBA, you should possess extensive knowledge of Oracle database architecture, i as well as having experience in a similar role. Database Administrator Responsibilities: Oracle...

Job Description We are looking for a highly capable, self-motivated and independent Database Administrators based in India. If you are passionate about Oracle database technology as well as cloud computing, this is the ideal role you’ve been waiting for. Our DBA team supports databases which are available both on-premise and on Cloud. In this role, you will be asked to organize and manage the Database instances to meet our objectives and maintain the highest customer satisfaction that is possible. To ensure success as a DBA, you should possess extensive knowledge of Oracle database architecture, i as well as having experience in a similar role. Database Administrator Responsibilities: Oracle...

Job Description Private Equity Accounting Location: Bangalore / Mumbai Department: Fund Accounting Vacancy Type: Permanent Job Shift: UK/US The position: Fund Accounting team is responsible to Coordinate in Fund setup – i.e. N Tier or GWI including setup of Classes, Special allocation groups, multiple legal entities, defining all the linkages and hierarchies across multiple Masters and Feeders, defining Catch-up and Carry terms and classes (after deciding that Carry should be calculated at what level). Performing system fund allocations in GWI moth on month and verifying the correctness of all attributes. Your Responsibilities: Knowledge of private equity/ debt fund structures designs & hier...

About HENOX Capital HENOX Capital and Finserv Pvt Ltd is a leading financial services firm specializing in mutual funds, bonds, PMS, AIF, insurance, and loan distribution. With a vision to provide integrated wealth solutions, we empower individuals and businesses to achieve financial well-being. Key Responsibilities: Acquire and manage high-net-worth (HNI) and affluent clients for their investment and financial planning needs. Understand client requirements and provide personalized investment advisory across mutual funds, PMS, AIF, bonds, insurance, and other wealth products. Generate and convert leads through networking, referrals, and digital channels. Conduct portfolio reviews and suggest...

Position Overview Job Title: Credit Solutions Asia - Trading Enabler, Associate Location: Mumbai, India Role Description Credit Solutions Asia desk provides custom built credit solutions to investors in Asia. Desk does both asset and liability side trades (i.e. deal with investors as well as issuers). Desk excels in various credit hybrids depending on client return/risk expectations. Desk is seeking to hire strong candidate to work on wide variety of trades including but not limited to bonds/RMBS/ABS/CDS portfolio management and total return swaps, vanilla bond repacks, Credit Linked Notes and its variations, etc. The role focuses on pre- and post-trade analysis, monitoring and risk manageme...

About the Company Zetheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for a Financial Analyst role. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis to contribute to our autonomous AI-driven investment advisory platform. About the Internship: As a Financial Analyst, you will work on analysing securities, building valuation models, and developing investment strategies. You will have the opportunity to engage in multiple mini-projects across various financi...

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance) Role Overview: A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as mutual funds, demat accounts, insurance, and other financial instruments, ensuring that clients' financial goals and risk appetite are met through tailored solutions. Key Responsibilities: Client Relationship Management: Act as the primary point of contact for clients, managing relationships and providing ongoing support. Maintain and grow r...

Greetings for the Day!!! We are looking for an Deputy Manager for one of our esteemed clients in Pune having experience into Private Equity. Exp : 5+ Yrs (CA), 8+ Yrs (Non CA) Location: Pune (Hinjewadi) CTC Up to 29 LPA Qualification-CA/CMA/MBA Qualified Shift UK Shift (12:30-10 PM Standard Time) Work Mode : Hybrid (3 days WFO is mandatory Private Equity Fund Accounting-B3 (Deputy Manager) Education Qualification: CA/ CMA/ Any post graduate (MCom/MBA Finance/ CA Inter/ CMA Inter) Skillsets: Private Equity Fund Accounting (Minimum 5 years of experience in Private Equity is mandatory) Fund strategy: Equity, Debt, Mezzanine or Mezz (Equity+ Debt/Hybrid), Real Asset/ Real Estate Fund structures:...

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...

* Advise client about trading * Handling clients via providing recommendations and trading related services. * Handling and meeting clients and giving training on How to trade Online through various Trading Applications. * Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls * Provide insights, updates, and recommendations based on market movements and analysis. * Evaluate financial risks and decide on trading based on available data. * Attain thorough knowledge about stock market terms and trading practices. * Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. * Communicate with...

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 there...