Account Executive

Role - Relationship & Wealth Manager

About Client:

Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

Roles and Responsibilities:

- Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.

- Enhance and build on Existing Bank tie-ups.

- Offer comprehensive wealth management services.

- Enhance the relationship value of existing customers.

- Ensure increased wallet share to prevent devaluation of securities.

- Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.

Location: Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kerala, Kolkata, Nashik.

Qualification:

- MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)

- Proficiency related to wealth products (e.g., Mutual funds, PMS's, AIF's, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).

- Build and maintain an extensive external network to stay connected with clients.

- Demonstrate a service-oriented attitude, delivering smooth and superior service.

- Ability to analyse client data, market trends, and stay updated on current market conditions.

- Proven track record in sales, particularly in the private banking or wealth management sector.

- Strong interpersonal and communication skills.

- Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.

- Knowledge of regulatory compliance in the financial services industry.

- Excellent organizational and time-management skills

• Lead, recruit, train, and coach the sales team of the organization and ensure that they completely understand the mission and vision of the organization.
• Experience in IT Software Services, development of enterprise application.
• Be an active mentor and coach to the Team to help them conclude their deals.
• Help team created unique and effects sales pitches, write professional proposals and manage CRM
• Expected to maintain utmost confidentiality in regard to the business of the Company.
• Experience in working on pre-sales & post-sales part with extensive experience in working on several portals.
• Should have knowledge about channels of leads and conversions, should know how to develop leads into project, nurture leads, give technical solutions to clients , take out timeline and cost on proposed solution.
• Required to work with Integrity and Productively for the growth and success of the Company. 
• Research and develop strategies and plans which identify new marketing opportunities, direct marketing, and new project development 
• Directly manage major and critical developing client accounts, and coordinate the management of all other accounts 
• Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures 
• Should have excellent communication, social, and organizational skills 
• Implement effective promotional strategies trained a high performance sales team and helped boost corporate image 
• Execute in an intense, fast-paced, and highly iterative environment 
• Work with Global Teams to Optimize the Customer Relationship Assisting in Winning New Sales Projects 
• Should know how to get sale via portals, Digital fields etc.
• Responsible for Preparing Monthly/Quarterly/Annual Sales Reports and annual Sales & Marketing Plans 
• Directly responsible to report to company VP-Sales.

Company Name- uFaber Edutech Pvt Ltd.

Shift Timing/ Day- 10:30am-7:30pm/ Mon-Sat working.

Website - www.ufaber.com Who are weuFaber is a well-funded Edutech startup, founded by serial entrepreneurs from IIT Bombay to change the way we learn. We sell high-quality online courses on a variety of topics, from exam preparation to certifications.

Role and Responsibilities-

 Dialing 50-80+ calls and counselling students who have enquired about the product/ services.

 Scheduling free demo lectures for the students.

 Doing post demo calls and closing sales.

 Maintaining a pipeline of all sales administration using CRM software.  Work on targets and under pressure as this is a hardcore sales profile.

 Flexible to work on additional days and hours

If interested update your details in the link given below

shorturl.at/ltMP7

Job Summary

The Senior Accounts Associate support payables, review district officer vouchers, assist with general ledger and process purchase orders, vendor payments, staff travel, and activity facilitation. Position is responsible for completeness and accuracy of the books of accounts, compilation of reports and ensuring timeliness of all payments and recording of transactions.

Key Responsibilities:

"Administration and Accounts Associates" at site offices will report to the Senior Accounts Associate, and will be responsible for:

• Weekly MIS & burn rates
• Monthly financial reports
• Bank reconciliation in Netsuite ERP
• Bank Payments in Netsuite ERP
• Overall responsibility for books, registers  & daily updation
• Daily Book keeping: including project codes and CoA
• Registers for control of inventory/supplies
• Manage Imprest & advances
• Tracking timely settlement of imprests & advances 
• Payment of rent and other monthly dues
• Scrutinize travel and project claims
• Documentation assurances for all transactions
• Records management
• Syncronize with YRG ERP
• Coordination with procurement
• Complying with procurement policy
• Overall responsibility for policies
• TDS, GST and other statutory obligations
• Insurance and verification of possession (annual)

Skill qualification and experience:

• Bachelor’s/Master’s degree in any commerce or business with 3-5 years related experience
• Exposure to non-profit organizations desired
• Strong problem-solving skills and impeccable attention to detail, timeliness and accuracy.
• Ability to speak, understand, read and write in English
• Fluency in regional languages/Hindi will be an advantage
• Good computer skills e.g. MS Word, PowerPoint, MS Excel

Responsibilities:

• Working with the product team and designers to collaboratively build the products that pushes Rely to reach our next stage of growth.
• Tackle the challenges that occur from having your code running on different merchant websites.
• Ensure the technical feasibility of UI/UX designs.
• Optimise applications for maximum speed and scalability.
• Collaborate with other team members and stakeholders.
• Move fast.

Requirements:

• 3+ years of hands-on product experience in professional software development with front end web development and experience in building user interfaces
• At least one year experience with Angular.
• Experience writing good JavaScript code from scratch.
• Familiarity with web development cycles (e. g. package management, module bundling, unit, and integration testing, browser capabilities, etc. ).
• An eye for detail and empathy for the customer.
• Experience building for mobile platforms.
• Ability to write clean, semantic HTML and CSS, agonising along the way for pixel perfection.

• Experience working at a fast-growth startup.
• Experience upgrading angular.