Fisdom

Background

Fisdom is a leading digital wealth management platform. Fisdom platform (mobile apps and web apps) provides access to consumers to a wide bouquet of financial solutions – investments, savings and protection (and many more in the pipeline). Fisdom blends cutting-edge technology with conventional financial wisdom, awesome UX and friendly customer service to make financial products simpler and more accessible to millions of Indians. We are growing and constantly looking for high performers to participate in our growth story. We have recently been certified as the great place to work. For more info, visit www.fisdom.com.

Objectives of this Role

Improve, execute, and effectively communicate significant analyses that identify opportunities across the business

Participate in meetings with management, assessing and addressing issues to identify and implement toward operations

Provide strong and timely financial and business analytic decision support to various organizational stakeholders

Responsibilities

Interpret data, analyze results using analytics, research methodologies, and statistical techniques

Develop and implement data analyses, leverage data collection and other strategies that statistical efficiency and quality

Prepare summarize various weekly, monthly, and periodic results for use by various key stakeholders

Conduct full lifecycle of analytics projects, including pulling, manipulating, and exporting data from project requirements documentation to design and execution

Evaluate key performance indicators, provide ongoing reports, and recommend business plan updates

Skills and Qualification

Bachelor’s degree, preferably in computer science, mathematics, or economics

Advanced analytical skills with experience collecting, organizing, analyzing, and disseminating information with accuracy

The ability to present findings in a polished way

Proficiency with statistics and dataset analytics (using SQL, Python, Excel)

Entrepreneurial mindset, with an innovative approach to business planning

Relevant Industry Experience of more than 2 - 6years, more than 4yrs python experience is must 

Preferable- Product startup's, fintech 

Why join us and where?

We have an excellent work culture and an opportunity to be a part of a growing organization with immense learning possibilities. You have an opportunity to build a brand from the scratch. All of this, along with top of the line remuneration and challenging work. You will based out of Bangalore.

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 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 ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance