321 Rebalancing Jobs - Page 6

Company Profile: We’re Hiring at CGI for our GCC - Right Here in Hyderabad! Join us at the intersection of technology, finance, and innovation. You will be working to support the PNC Financial Services Group, one of the top-tier financial institutions in the U.S. You’ll help shape digital solutions for a global enterprise—from the ground up. This is more than a job. It’s your opportunity to: Work on cutting-edge technologies Collaborate with global teams Build a career with purpose and impact Ready to build the future of banking? Let’s talk. Job Title:Lead Analyst Position: Java Developer Experience:8-10 Years Category: Software Development/ Engineering Shift: General Main location: India, T...

Job Description Client Relationship Management Build, nurture, and maintain long-term relationships with clients. Understand clients’ financial needs, risk profiles, and investment objectives to provide customized equity solutions. Advisory & Portfolio Management Provide clients with research-backed investment advice in equities, derivatives, and other market-linked products. Regularly review client portfolios and recommend rebalancing strategies to maximize returns and manage risks. Stay updated with market trends, company reports, and global economic indicators to provide timely advice. Client Acquisition & Business Development Identify and acquire new clients through referrals, networking...

Job description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills, business development expertise, and the ability to deliver customized financial solutions to high-net-worth clients. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions. Build and maintain long-term client rel...

1. Client Relationship Management · Build, nurture, and maintain long-term relationships with clients. · Understand clients’ financial needs, risk profiles, and investment objectives to provide customized equity solutions. 2. Advisory & Portfolio Management · Provide clients with research-backed investment advice in equities, derivatives, and other market-linked products. · Regularly review client portfolios and recommend rebalancing strategies to maximize returns and manage risks. · Stay updated with market trends, company reports, and global economic indicators to provide timely advice. 3. Client Acquisition & Business Development · Identify and acquire new clients through referrals, netwo...

Job description Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor: International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition th...

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 a...

Job Description Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor: Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels. We are currently seeking an experien...

Job Description Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Business Descriptor: International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition th...

Position Title: Associate – Investment Risk Management Location: Mumbai, India Department: Morgan Stanley Investment Management (MSIM) Department Overview Morgan Stanley Investment Management (IM), along with its advisory affiliates, manages over USD 1.6 trillion in assets globally (as of June 30, 2025). Role Summary This role is within the Mumbai-based Investment Risk Management. The successful candidate will contribute to both fund risk management initiatives, including but not limited to fund risk reporting, analysis, and monitoring. This role also involves active participation in portfolio hedging programs and advanced risk analytics, including sensitivities and Greeks. The candidate wil...

This requirement is for hiring a SRA/ RA in the Index team. Job Description: Designation: Research Analyst/ Senior Research Analyst - Index Experience: 3 to 5 years Domain Experience/ skills: Looking for candidates who either have fixed income domain knowledge or index computation knowledge/ experience. Mutual fund product knowledge is add on Index calculation and maintenance Index research Fixed income domain knowledge Knowledge of fixed income mutual funds (or AIF, PMS, Insurance) products Knowledge on passive investments Knowledge of regulatory guidelines governing mutual funds Fixed income market understanding – yield levels, key trends, market preference and market structure Fluency wit...

Investment Counsellor Location: Mumbai Department: Wealth Management / Financial Services Reports To: Head-Asset Allocation Position Overview: The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals. The Investment Counsellor must have a strong understanding of financial markets, investment products, and client relationship management. Key Responsibilities: 1. Client Consultation and Relationship Management: - Conduct comprehensive consultati...

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 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 ...

Index Manager - Fixed Income Indices Noida, India Research 319155 Job Description 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 an...

Job Title: Mutual Fund Advisor Location: Mohali Job Summary: We are looking for a knowledgeable and client-focused Mutual Fund Advisor to guide clients in making informed investment decisions. The ideal candidate will have strong communication skills, sound knowledge of mutual fund products, and the ability to build long-term relationships with investors. Key Responsibilities: Understand clients’ financial goals, risk appetite, and investment needs. Recommend suitable mutual fund schemes and investment options. Provide regular portfolio reviews and suggest rebalancing when needed. Stay updated with market trends, mutual fund products, and regulatory guidelines. Generate leads, build and main...

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 Title: Mutual Fund Advisor Location: Mohali Job Summary: We are looking for a knowledgeable and client-focused Mutual Fund Advisor to guide clients in making informed investment decisions. The ideal candidate will have strong communication skills, sound knowledge of mutual fund products, and the ability to build long-term relationships with investors. Key Responsibilities: Understand clients’ financial goals, risk appetite, and investment needs. Recommend suitable mutual fund schemes and investment options. Provide regular portfolio reviews and suggest rebalancing when needed. Stay updated with market trends, mutual fund products, and regulatory guidelines. Generate leads, build and main...

Job Description We are seeking a meticulous and analytical Investment Research Analyst to join our Asset Management team. The role involves conducting research on financial markets and investment opportunities, analyzing data to support portfolio decisions, and providing insights that optimize investment performance. The ideal candidate has strong quantitative skills, market awareness, and the ability to collaborate with portfolio managers. Role Responsibilities Investment Research & Analysis Conduct thorough research on equities, fixed income, and alternative investments. Analyze financial statements, industry trends, and macroeconomic indicators. Develop financial models and valuations to ...

About VOIS VO IS (Vodafone Intelligent Solutions) is a strategic arm of Vodafone Group Plc, creating value and enhancing quality and efficiency across 28 countries, and operating from 7 locations: Albania, Egypt, Hungary, India, Romania, Spain and the UK. Over 29,000 highly skilled individuals are dedicated to being Vodafone Group’s partner of choice for talent, technology, and transformation. We deliver the best services across IT, Business Intelligence Services, Customer Operations, Business Operations, HR, Finance, Supply Chain, HR Operations, and many more. Established in 2006, VO IS has evolved into a global, multi-functional organisation, a Centre of Excellence for Intelligent Solution...

Mercer is seeking candidate for following position based out our office in Mumbai : Lead Specialist - Investments (OCIO – Fund Expenses – Investment Solutions) What can you expect? This is an exciting opportunity for a senior candidate to join one of Mercer’s largest and most rapidly-growing business areas – investment solutions. Mercer's Investment Solutions (IS) business provides sophisticated implementation and investment services to clients. The business has grown rapidly over recent years with $400bn of client assets now under management globally, c.$160bn of which is invested on behalf of international investors. Our Investor base is institutional and typically clients are DB/DC Pensio...

Company Description REDVision Technologies is India's leading Fin-Tech brand, dedicated to providing comprehensive digital wealth management solutions for Mutual Fund Distributors. Our innovative product line, including Wealth Elite, Advisor X Mobile Application, and Robo Advisory Platform, integrates advanced features such as White Labeling, Video KYC, and Portfolio Rebalancing. With over 15 years of experience, our headquarters in Indore houses a professional team that supports 4000+ MF Distributors across 450+ cities in India. Our achievements include multiple awards for our technological advancements and service excellence. Job Summary: The Business Collaboration and Partnership Manager ...

Wealth Manager (Female Only) Location: Chennai, India Company: 360acbs Industry: Financial Services / Wealth Management Job Type: Full-Time Experience: 1–4 Years (Flexible depending on candidate profile) Gender Preference: Female Candidates Only (as part of diversity hiring initiative) About 360acbs: 360acbs is a trusted name in the financial services industry, offering holistic wealth management, investment advisory, and financial planning solutions to high-net-worth individuals and businesses. We are committed to delivering personalized strategies that help our clients grow, protect, and manage their wealth. Key Responsibilities: Build and manage a portfolio of High-Net-Worth Individuals (...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Key Responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clients thr...

Are you interested in contributing to the development of large-scale distributed infrastructure for the cloud The Cloud Infrastructure team at Oracle is dedicated to creating cutting-edge Infrastructure-as-a-Service technologies that function at high scale within a widely distributed multi-tenant cloud environment. Our clients rely on our cloud services to run their businesses, and our goal is to deliver top-tier compute, storage, networking, database, security, and a constantly expanding range of essential cloud-based services. If you are a hands-on engineer with a fervor for tackling complex challenges in distributed systems, virtualized infrastructure, and highly available services, Oracl...

About Us: Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you. 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 c...