32 Asset Allocation Jobs

Description We are seeking a highly motivated Investment Manager to join our team in India. The ideal candidate will have a strong understanding of financial markets and investment strategies, with a proven track record of managing portfolios effectively. You will be responsible for identifying investment opportunities, conducting market analysis, and developing strategies to enhance the company's investment performance. Responsibilities Conduct thorough market research and analysis to identify investment opportunities. Develop investment strategies and manage portfolios to maximize returns. Monitor and report on the performance of investments and provide recommendations for adjustments. Collaborate with other departments to align investment strategies with overall business goals. Prepare detailed investment reports and presentations for stakeholders. Stay updated on market trends, economic conditions, and regulatory changes. Skills and Qualifications Bachelor's degree in Finance, Economics, Business Administration or related field. Strong analytical skills with the ability to interpret complex financial data. Proficiency in financial modeling and valuation techniques. Knowledge of investment products, financial markets, and portfolio management. Excellent communication and presentation skills. Ability to work under pressure and make informed decisions quickly.

1. Investment Strategy & Roadmap Develop and implement a comprehensive investment promotion strategy and roadmap, aligned with inputs from the CEO and COO. Identify and prioritize high-potential sectors for targeted outreach. Analyze global geopolitical trends and market dynamics to refine investment approaches and target relevant companies. Provide strategic thought leadership to Government officials and internal teams to enhance Karnatakas investment attractiveness. Establish and lead an Advisory Council of sector experts to promote Karnataka and guide internal process improvements. 2. Investor Engagement & Promotion Broaden and manage the investment lead pipeline; support Sector Leads in generating quality leads. Guide the team in providing end-to-end facilitation support to domestic and global investors from initial interest to final investment and construction. Personally engage with decision-makers at key investor organizations to influence outcomes. Represent Karnataka in major investment promotion events such as sector webinars, Aero India, Global Investor Meets, and more. Collaborate with the marketing team to develop compelling investment promotion materials. Act as the Governments ambassador in forums, workshops, and diplomatic engagements with embassies, trade bodies, and international stakeholders. 3. Grounding of Investments Prepare detailed project plans to ensure the actual grounding of investments. Lead interventions required to convert potential leads into committed projects. Track and ensure investment realization across all priority sectors, in both number and value, aligned with targets. Regularly monitor HOT, WARM, and COLD leads and initiate corrective actions as necessary. Page 4 of 5 4. Policy, Governance & Coordination Serve as a business partner to various Karnataka State Ministries to advocate for policy enhancements that facilitate investment. Benchmark and integrate global and domestic best practices into IKFs investment promotion approach. Support internal policy reviews and ensure alignment of Sector Leads and Market Intelligence Experts with state objectives. Provide regular updates along with the COO to Government stakeholders on progress vs. targets. 5. Performance Monitoring & Team Management Conduct periodic team reviews and assess performance against agreed KPIs. Build, manage, and mentor a capable investment promotion team with clearly defined roles and responsibilities. Create and manage a robust MIS for tracking investment proposals, pipeline status, and outcomes. 6. Budgeting & Financial Oversight Develop and manage CapEx and OpEx budgets using advanced tools (e.g., Bloomberg, Reuters). Ensure all activities are conducted within the approved OpEx framework. 7. Intelligence & Continuous Learning Keep the team informed on global and domestic trends related to technology, investments, disinvestments, and evolving sector dynamics. Act as a bridge between the CEO, Sector Leads, and external environment to ensure agile, informed decision-making.Role & responsibilities Preferred candidate profile (*) Any of Engineering, Economics, Commerce, Science, or Public Policy (*) Pedigree Education (*) should have developed strategy maps for diversification and/or M&A and/or JVs, etc. (*) should have done sales & marketing in a B2B or a B2G context; should have led cross-functional teams for achieving targeted business results (*) should have worked in Trade Development Offices or Embassies and demonstrated success in attracting investment into the State as per targets (*) should have done road-shows/exhibitions or other such events to showcase opportunities

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore , Hyderabad , Aurangabad , Kochi.

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 years of experience in financial & banking industry with relevant experience in investments "¢ High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view "¢ High understanding of investment products "¢ Ability to initiate and hold interactions with HNI Clients and deepen the relationships. PERSONALITY TRAITS & REQUIRED SKILLS: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills. QUALIFICATION : Graduation Compulsory MBA / PG Preferred AMFI / IRDA Certification - Mandatory

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

1. Portfolio Management: Assist in the development and implementation of reporting strategies. Monitor and manage asset portfolios to meet the company s objectives and risk profile. Analyze and provide recommendations for asset acquisition, disposition, or reallocation. 2. Asset Valuation and Risk Management: Perform regular assessments and valuations of assets to ensure they are accurately accounted for. Evaluate and assess risk factors associated with different asset classes. Develop risk mitigation strategies and implement asset management policies. 3. Reporting & Analysis: Prepare and present detailed reports on asset performance, including risk level and compliance with regulations. Track asset performance, identify trends, and recommend changes to improve performance. Analyze asset data to ensure effective decision-making in asset allocation. 4. Asset Optimization: Monitor the performance of physical assets, ensuring they are used efficiently. Work on asset life-cycle management including acquisition, and disposal. Recommend and implement strategies to optimize the returns. 5. Compliance and Regulatory Oversight: Ensure assets comply with legal updates in the records. Keep up-to-date with industry regulations and market trends to ensure assets are managed in accordance with relevant laws and standards. 6. Collaboration & Coordination: Work closely with other teams (finance, operations, legal) to coordinate asset-related projects. Assist in the development of long-term strategies to enhance the asset management framework. Provide recommendations and insights to senior management on portfolio adjustments. 7. Technology and Systems: Utilize asset management software and tools to track, manage, and report on asset performance. Maintain up-to-date records of asset transactions and valuations.

About the Opportunity Job TypeApplication 20 June 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research , Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management. About your team Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team. This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers. About your role The job involves providing comprehensive research support to FILs Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust. The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous. Key Responsibilities Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative. Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters. Prepare for and take meeting notes of the Analysts meetings with fund managers. Provide quality data and analysis on Funds ESG characteristics. Provide research inputs and authoring support for the publication of Multi-Asset research notes. Provide quality data and analysis to make the research process more efficient and robust. Keep track of emerging risks, and investment opportunities in one or more asset classes assigned. Keep abreast of significant trends and developments in the global fund management space and current market events. Build and maintain strong relationships with FIL analysts and within the local team. Make regular presentations to the team on relevant topics/areas of expertise. Experience and Qualifications Required 2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Managing portfolios in line with client guidelines, internal investment policies, and regulatory constraints. Develop investment judgment and expertise, with expectation of being able to perform key portfolio management responsibilities within a few months after joining. Trading across asset classes (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Working closely with senior PMs to execute strategic and dynamic investment ideas with consistency and scale, including determining optimal instruments to trade based on client-specific, regulatory and market- related considerations. Be a part of Portfolio Management team and contribute to monitoring, evaluating, and managing risks and opportunities of the underlying investments. Creating investment and portfolio construction frameworks across asset classes, enhancing expertise in terms of investment alternatives. Managing portfolio risk across various investment vehicles and product desks, including exposure, currency and cash management, investment manager/vehicle oversight. Structuring trades across asset classes to manage the portfolio in line with hedging and flow considerations, in collaboration with AWM s trading desk. Managing derivative-based overlay strategies to enhance risk management profile of overall portfolios and/or capture market risk premia. Reviewing new portfolio design and investment strategies for investor suitability, with specific focus on our ability to effectively manage and implement such strategies. Providing PMR s review on new portfolio activities, investment proposals, trading and risk management processes. Participating and at times serving as a project lead in complex portfolio events, including onboarding of new client mandates, fund launches and portfolio restructurings, requiring coordination across multiple internal investment teams throughout the firm, as well as external managers and trading counterparties. Leading small to medium-sized projects aimed at enhancing trading and risk management processes, infrastructure and analytics to further empower the team s oversight over portfolio management activities and mitigate trading risks. Basic Qualifications: Masters Degree or equivalent preferred 1-3 years of investment management experience, with successful track record of employing qualities and functional abilities referenced above Experience in working within a dynamic, global team; demonstrated leadership potential Advanced degree or CFA designation preferred Quantitative analysis and skillset Detail-oriented and organized with the ability to manage multiple tasks in a fast-paced environment A self-starter able to work independently and thrive in a team environment Consistently positive attitude and eagerness to work in a team-centric environment Intelligent, creative, with good problem-solving abilities Risk management and control orientation Excellent project management skills Excellent writing and communication skills Strong interest in the financial markets, good investment awareness, intermediate or advanced knowledge of asset allocation principles and of factor investing approaches Ability to communicate investment strategies and rationales to audiences of varying levels of sophistication Proficient in Excel and PowerPoint; Bloomberg, Reuters or financial data systems knowledge preferred.

Responsibilities: Project Oversight: Lead, manage, and coordinate engineering activities for medium and large-scale fertilizer, chemical, petrochemical, refinery projects, ensuring timely and cost-effective completion while adhering to industry standards and safety regulations. Team Leadership: Supervise and mentor a multidisciplinary team of engineers, ensuring high performance, technical excellence, and alignment with project objectives. Technical Expertise: Provide technical leadership across multiple engineering disciplines (mechanical, electrical, civil, instrumentation, etc.) and ensure that all technical specifications and design standards are met. Project Planning Execution: Develop and implement engineering project plans, schedules, and budgets. Oversee engineering design, procurement, construction, commissioning, and startup phases. Stakeholder Management: Collaborate with internal and external stakeholders, including project owners, contractors, suppliers, and regulatory authorities, to ensure smooth project execution and resolve any technical issues. Risk Management: Identify potential risks during the engineering design and execution phases, implement mitigation strategies, and proactively manage project risks. Quality Control: Ensure quality assurance and control standards are met throughout the project, managing project deliverables to the highest technical and safety standards. Regulatory Compliance: Ensure all engineering activities comply with local, national, and international standards, regulations, and safety protocols. Budget Cost Control: Oversee project budgets, ensuring cost efficiency and optimal resource allocation while maintaining scope, schedule, and safety standards. Continuous Improvement: Foster a culture of innovation and continuous improvement, providing insights on new technologies, methodologies, and best practices in the oil gas, chemical, and petrochemical industries.

IT asset management Experience of IT asset , inventory manage, Managed over 50000+ IT assets In depth knowledge on FAR, Asset reconciliation, Asset allocation, De allocation etc, Experience- Min 1years

Subject- Executive: - Asset Management Key Responsibilities: 1. Identification & Listing of all company assets. 2. Track, maintain, and update assets throughout their lifecycle, from purchase to disposal. 3. Maintaining accurate records of all assets, including hardware, software, and other physical or intangible resources & track asset locations. 4. Ensure proper documentation of all asset transactions. 5. Developing and implementing asset management strategies to maximize value, reduce costs, and mitigate risks. 6. Prepare reports on asset status, analyse asset performance, and identify areas for improvement. 7. Ensure correct asset classification, recognition, and measurement according to accounting standards 8. Conduct regular physical asset verifications to reconcile asset records with actual assets. 9. and mitigating potential risks associated with assets, such as obsolescence, damage, or theft. 10. Ensure compliance with relevant policies, procedures, and regulatory requirements related to asset management. 11. Facilitate the transfer of assets between different departments or locations. 12. Manage the disposal process for assets, ensuring proper procedures are followed. 13. Identify and resolve any discrepancies or errors in asset records. 14. Monitor spending against approved capital budgets. 15. Assist internal & external auditors with their requests for information, documentation, and asset verification, and ensure timely responses. 16. Ready to do any type of work as & when required & assigned by the management. Qualifications & Skills: Any Graduate- 4 to 5 years exp. Excellent communication, presentation, and negotiation skills. Self-driven, professional, and result-oriented. Proficiency in Microsoft PowerPoint and creating impactful sales presentations . Ability to work independently without a team.

Role: Lead Quantitative Analyst, Quantitative Research The Group: Morningstar s Quantitative Research Group is an integral part of the Data & Analytics Team with the aim of creating independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities across a broad range of asset classes, including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors interests is the foundation of our company. The Role: As a Lead Quantitative Analyst, you will work in the Calc Services and Portfolio Analytics Group, which is part of the Data & Analytics team dedicated to researching data-intensive products for the investment management industry. Most of the research is integrated into Morningstar s core products (Direct, Advisor Workstation, etc.) and teams such as Morningstar Investment Management, Morningstar Indexes, Morningstar Credit Ratings, Pitchbook, Sustainalytics, etc. The ideal candidate will blend financial knowledge, investment and portfolio construction expertise, quantitative modeling skills, and operational know-how. This position reports to the Manager of Quantitative Research. Responsibilities: Support methodology development, quantitative model builds, and enhancements for core quantitative products and calculations such as Risk Model, Asset Flows Forecast, Quant Ratings, Equity Style Box, Portfolio Construction, etc. The ability to independently lead projects with limited hand-holding by taking ownership of key projects. Drive independent research and publish research papers in asset allocation analysis, portfolio optimization, risk models, ESG, fund flows, etc., using principles of modern portfolio theory and statistics. Leverage new structured and unstructured datasets to build new quantitative frameworks that will help investors make informed decisions. Highly organized and efficient, with the ability to multi-task and meet tight deadlines. Ensure compliance with regulatory and company policies and procedures. Participate in client conversations to understand ongoing investor issues while increasing the reach of Morningstars quantitative offerings. Requirements: 5+ years of relevant investment/quantitative research experience with an emphasis on quantitative finance, mutual fund analysis, asset allocation, and/or portfolio construction. CFA, FRM, CQF, or postgraduate degrees in finance, economics, mathematics, or statistics are preferable. Good experience in developing finance/statistics-based applications using proven technologies such as R, Python, PySpark, and comfort in using Jupyter Notebooks. Understanding of both business and technical requirements, and the ability to serve as a conduit between product, research, technology, and external clients. Knowledge of statistical models (e.g., regression, forecasting, optimization, Monte Carlo simulations, etc.). Experience developing financial engineering/statistical applications on the cloud (AWS). Morningstar is an equal opportunity employer

We are seeking a highly motivated Analyst to join our Capital Formation & Direct Lending team within client. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in supporting the NY stakeholders in preparing Surveillances and portfolio reviews for our clients. Responsibilities: Work as part of a team-based structure and assist the NY analyst in running Hypos to finalize allocations for each Asset class and Funds. Undertake multiple ad hoc projects as requested by senior management. Respond to ad-hoc requests from the Capital formation and Insurance analysts and provide relevant information as needed. Assist in various cash management functions including preparation of weekly cash report, cash tracking of capital activities and borrowings / paydowns. Provide support to analyst in updating and maintaining seasoning requirements and ratings for issuers / clients and Senior Management. Monitoring and creation of Surveillance Reporting for CLNs and SRT deals to track performance and defaults. Perform detailed Portfolio Reviews for Affiliates and Clients. Provide support for Lending capacity for BDCs and maintaining pipeline transactions for clients. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in Direct Lending or private credit is a plus. Strong analytical and quantitative skills. Thorough understanding of basic financial concepts and the ability to critically implement them. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills & interpersonal skills. Ability to manage multiple projects in a fast-paced environment, often under pressure and with multiple stakeholders. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.

SUMMARY: - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory. PRE-REQUISITES: - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must. Overall experience of around 9-12 years in the desired role with team management experience of min 3-4 years. Should have stability of minimum tenure of 3-4 years in the current organization. Team managing and handling in the current experience is a must. Should have own set of Client relationships and AUM and also the team client relationships. ROLES & RESPONSIBILITIES: - Recruitment and managing a team of Relationship Managers / Senior Relationship Managers. Planning and achieving self and team sales targets through the defined Wealth Management products. The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 1 Cr & above clients). Maintaining client relationships and generate AUM from Preferred clients. Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approach To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team. Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process. Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team. To conduct and assist in organizing seminars, workshops and other business development activities. If you are interested please share your profile on pushpajaiswar@rathi.com or call on 9920799578 for further discussion on the same .

Customer service: Provide support to customers in external facilities, and ensure customer satisfaction. Installation, repair, and maintenance: Install, repair, maintain, and test equipment on site Troubleshooting: Identify and resolve issues Reporting: Generate service reports Safety: Responsible for complete EHS activities at the Customer site on Veolia Behalf Compliance: Adhere to company rules and regulations Teamwork: Collaborate with colleagues and share information Equipment management: Maintain tools and equipment. Training: Teach customers how on Water treatment chemicals Flexibility: Adjust plans and asset allocation as needed. Customer Relationship Site Management Servicing the accounts M.Sc Chemistry, B,E Chemical, Or Diploma

The successful candidate would focus on managing portfolio activities related to Goldman Sachs flagship and custom models and driving key initiatives across our fast-growing retails models business. This role is highly analytical and detail-oriented, with emphasis on ability to scalably manage and evaluate investment exposures across many portfolios, asset classes and investment strategies. Core Responsibilities: Managing multi-asset class portfolios in line with client guidelines, internal investment policies, and regulatory constraints. Exercising leadership qualities and judgment, with expectation of being able to perform key portfolio management responsibilities within a few months after joining. Structuring trades to facilitate portfolio activity across asset classes and product types (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Working closely with the Central Trading Desk and external parties overseeing trade execution. Working closely with other MAS teams to execute strategic and tactical investment ideas with consistency and scale, including determining optimal instruments to trade based on portfolio-specific, regulatory and market- related considerations. Serving as investment-side oversight lead for complex portfolio events, including launch and onboarding of new model portfolios, client mandates and portfolio restructurings, requiring coordination across multiple internal stakeholder teams throughout the firm, as well as external model business partners. Enhancing business scale by leading and overseeing projects aimed at improving trading and risk management processes, infrastructure and analytics to further accelerate the team's ability to meet growth objectives, execute on portfolio management activities and mitigate trading risks. Designing investment and risk analytics for retail models and facilitating model delivery to retail platforms. Creating and improving investment and portfolio construction frameworks across asset classes, enhancing expertise in terms of investment alternatives. Reviewing new portfolio design and investment strategies for client portfolio suitability, with specific focus on our ability to effectively manage and implement such portfolios and strategies. Basic Qualifications: Master's Degree or equivalent 0-3 years of investment management experience, with successful track record of employing qualities and functional abilities referenced Detail-oriented and organized with the ability to manage multiple tasks in a fast-pacedenvironment Quantitative analysis andskillset; strong programming skills in at least one language such as Python Out-of-box thinker with intelligent, creative, problem-solving abilities Leadership and project management qualities; experience working in global, cross-regional, cross-functional team A self-starter with consistently positive attitude and eagerness to thrive in a teamenvironment Strong interest in the financial markets, good investment awareness, intermediate or advanced knowledge of asset allocation principles and of factor investingapproaches Ability to communicate investment strategies and rationales to audiences of varying levels ofsophistication Excellent writing and communicationskills Risk management and controlorientation Proficient in Excel and PowerPoint; Bloomberg, Reuters or financial data systems knowledgepreferred Advanced degree or CFA designation preferred

Asset & Wealth Management As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2.7 trillion in assets under supervision. Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. Job Responsibility Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset & Wealth Management Division at Goldman Sachs. It designs and develops comprehensive investment solutions customized to meet the investment objectives and relevant constraints of clients. Core responsibilities that the analyst would support include: Building portfolios including designing and constructing them, that involves strategic asset allocation, investment selection and risk / performance oversight and evaluation. Managing portfolios in line with client guidelines, internal investment policies and regulatory constraints. Tradingacross various asset classes (equities, fixed income, currencies, alternatives) and instruments (futures, forwards, ETFs, options, swaps, funds). Structuring trades to manage hedging and flow considerations in line with internal risk management policies. Leadingcomplex portfolio events including fund launches and portfolio restructures. Creatingand communicating materials for existing clients and prospects such as pitch books, requests for proposals and additional analysis across asset classes. Workingwith distribution channels, senior portfolio managers and internal team to drive business opportunities. Basic Qualification At Goldman Sachs, we think who you are makes you better at what you do. We seek out people with all types of skills, interests and experiences. Curious, collaborative and driven Let's chat. Here are some of the qualities we look for: MBA or Masters degree preferred 1 to 4 years of prior work experience in finance or financial qualifications (such as CFA) preferred Quantitative / Analytical mindset Strong Sense of Teamwork Intellectual Curiosity, Passion and Self-Motivation Integrity, Ethical Standards and Sound Judgment

As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2 trillion in assets under supervision. Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. JOB RESPONSILIBILITIES Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset & Wealth Management Division at Goldman Sachs. It designs and helps in developing comprehensive investment solutions customized to meet the investment objectives and relevant constraints of clients. The successful candidate would become a member of our Lead Portfolio Management team within MAS with a focus on the Strategic Partnerships Portfolio business lines covering EMEA & Asia Pacific clients. Core responsibilities of the role will include: Designing and constructing portfolios from holistic lens, involving long term strategic asset allocation, investment vehicle selection and risk / performance oversight and evaluation in tandem with market movements. Analyzing client investment needs and proposing new strategies that enhance investment outcomes with an investable universe spanning across equities, fixed income, real assets and alternatives invested via funds, ETF or derivatives subject to client preference. Creating and communicating materials for existing clients and prospects such as pitch books, requests for proposals and additional analysis across asset classes. Developing views on both macro and micro-level investment issues contextualizing with respect to the portfolios managed by the desk. Workingwith distribution channels, senior portfolio managers and internal team to drive business opportunities. BASIC QUALIFICATIONS At Goldman Sachs, we think who you are makes you better at what you do. We seek out people with all types of skills, interests and experiences. Here are some of the qualities we look for: MBA or Masters degree preferred 2-4 years prior work experience in finance or financial qualifications (such as CFA) preferred Quantitative / Analytical mindset Strong Sense of Teamwork Intellectual Curiosity, Passion and Self-Motivation Integrity, Ethical Standards and Sound Judgment

Does financial data excite youWe re looking for someone like that to provide support to the branch team. You ll: - assist financial advisors providing analytical information and aiming to understand the client s goals - create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients - analyze and interpret portfolio performance reviews - perform business analytics as needed to support financial advisors - Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets - Follow the various quality control checkpoints when producing custom performance reports You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. You have: - Bachelors degree - Must have a wide degree of business / product knowledge, technology savvy, and people skills - 3-6 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function - Advance excel and VBA skills preferred - Ability to think outside the box to identify areas of opportunities You are: - an excellent communicator with good interpersonal skills - analytical and logical - a dynamic and flexible team player - Highly motivated, able to work independently and apply own initiative - Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements

Does financial data excite youWe re looking for someone like that to provide support to the branch team. You ll: - assist financial advisors providing analytical information and aiming to understand the client s goals - create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients - analyze and interpret portfolio performance reviews - perform business analytics as needed to support financial advisors - Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets - Follow the various quality control checkpoints when producing custom performance reports You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. You have: - Bachelors degree - Must have a wide degree of business / product knowledge, technology savvy, and people skills - 7-10 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function - Advance excel and VBA skills preferred - Ability to think outside the box to identify areas of opportunities You are: - an excellent communicator with good interpersonal skills - analytical and logical - a dynamic and flexible team player - Highly motivated, able to work independently and apply own initiative - Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements

Keep track of IT inventory at supported locations.Maintain information like configuration details, serial number, asset code, warranty and AMC status, for all in-scope assets subject to capability of the configuration tool deployed.Conduct annual PIV Provident fund

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

Does financial data excite you? We re looking for someone like that to provide support to the branch team. You ll: - assist financial advisors providing analytical information and aiming to understand the client s goals - create custom portfolio reports enabling field to design a specific report that can be issued to their book of clients - analyze and interpret portfolio performance reviews - perform business analytics as needed to support financial advisors - Navigate multiple firm approved applications and reports to identify and transpose appropriate data points into excel spreadsheets - Follow the various quality control checkpoints when producing custom performance reports You ll be working as part of Wealth Management USA Custom Reporting Desk. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Custom Reporting Desk was developed to remove the burden on local supervision and field personnel by creating a centralized entity dedicated to the production and review of customized portfolio reports. The person will be part of a group responsible for centrally producing customized asset allocation, holdings and performance reports for existing FA teams. The individual will work closely with the central reporting desk to understand the fields reporting needs and subsequently develop a customized client report within the guidelines defined by the firm. You have: - Bachelors degree - Must have a wide degree of business / product knowledge, technology savvy, and people skills - 3-6 Years of functional experience on areas like Performance measurement, analysis, reporting or any allied portfolio reporting function - Advance excel and VBA skills preferred - Ability to think outside the box to identify areas of opportunities You are: - an excellent communicator with good interpersonal skills - analytical and logical - a dynamic and flexible team player - Highly motivated, able to work independently and apply own initiative - Proactive and detail-oriented, yet comfortable working in a dynamic environment with fast paced deliveries and changing requirements