205 Rebalancing Jobs - Page 6

Company Website: www.merits.in Job Location: Moti Nagar, New Delhi 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 iden...

Description Are you interested in taking a front-seat in the innovative technology that powers Amazon’s award-winning Customer Service? If so, come join us! We are part of the Worldwide Customer Service Capacity Planning (WWCP) organization that enables end-to-end customer service workforce planning across Amazon. WWCP’s North Star vision is to define and deliver timely human-assisted support to Amazon customers under contact demand and Labor supply volatility and optimizing the Customer Service (CS) network for customer experience, associate experience, and cost. To turn this vision into reality, we are investing heavily on a digital transformative journey developing a product called "Vibe,...

Job Overview: As we expand our vision, we’re building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight. We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients. Key Responsibilities: Wealth & Investment Advisory 1. Develop customized financial plans aligned with clients’ life goals, liquidity needs, and risk profiles 2. Provid...

We are looking for an Assistant Manager-Retail Leasing for our client which is a leading organisation into commercial real estate. Job Description Summary Primary Job responsibilities : Responsible for developing and executing leasing strategies to attract high-quality retail brands, optimize the tenant mix, and drive commercial success of the mall. This role plays a key part in positioning the mall as a leading retail destination by securing the right brands and ensuring long-term, value-driven leasing partnerships. Develop and implement effective leasing strategies to attract leading local, national, and international retail brands that align with the mall’s target customer profile and pos...

Your Team Responsibilities The MSCI Index Management Research (IMR) Team is a global client-centric research group that is responsible for the ongoing maintenance and enhancement of MSCI Equity Index methodologies. This responsibility spans all MSCI ESG & Climate, Factor, Thematic and Cap-weighted Indexes primarily focused on equities. The team is present in multiple locations across key regions. The IMR group performs index policy research, index methodology consultations, as well as market research in the context of MSCI’s market classification review. The group is also responsible for the rebalancing of indices. The group works closely with other groups within research and across the firm...

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...

Selected Intern’s Day-to-day Responsibilities Include Perform market analysis and conduct in-depth research on equity and debt markets, including trends, sector performance, and macroeconomic influences. Analyze individual stocks using qualitative and quantitative parameters—such as financial ratios, valuation models, earnings trends, and comparative metrics. Conduct business studies on historical, forecasted, and relative performance of equity markets to inform investment viewpoints. Manage client portfolios with attention to performance tracking and support tax planning through research and documentation. Undertake field visits to companies or market venues where required to gather on-site...

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...

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...

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chi...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, Regulatory Compliance. We are committed to delivering value-driven advisory services that support long-term business growth and compliance for our clients across sectors Department: Wealth Management Location: Thane Wagle Estate Experience: 2–5 years (Wealth Management / Investment Advisory preferred) only Experience person can apply Employment Type: Full-time Job Summary: We are looking for an experienced professional to join our Wealth Management team. The role i...

About the Role: Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. 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 inco...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Industry & Sector: Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem. Primary Title: Mutual Fund Relationship Manager Role & Responsibilities Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions. Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives. Monitor portfolios, track NAV fluctuations, and proactively trigger ...

Key Responsibilities: Develop and manage relationships with existing and potential clients. Understand client financial needs and suggest appropriate investment solutions in equity, mutual funds, bonds, and other financial products. Maintain and grow a portfolio of HNI/UHNI clients. Offer advisory services based on research, risk profiling, and market trends. Execute trades/orders on behalf of clients as required. Conduct regular portfolio reviews and suggest rebalancing strategies. Ensure compliance with SEBI and internal policies. Achieve targets related to revenue generation, client acquisition, and retention. Required Skills & Qualifications: Bachelor’s or Master’s degree in Finance, Com...

About The Role Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. 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 incom...

Index Manager - Fixed Income Noida, India Data Management 317311 Job Description About The Role: Grade Level (for internal use): 09 The Role: Index Manager – Fixed Income. 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 wi...