B2B Customer Experience Officer

Job Title: Wealth Manager

Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time

About the Role

We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.

The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.

Key Responsibilities

Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.

Team Leadership & People Management

* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.

Qualifications

* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.

Experience

* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.

Required Skills

* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.

Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)

Must have Strong SQL skills (queries, optimization, procedures, triggers)

Must have Advanced Excel skills

Should have 3+ years of relevant experience

Should have Reporting + dashboard creation experience

Should have Database development & maintenance experience

Must have Strong communication for client interactions

Should have Ability to work independently

Willingness to work from client locations

We are seeking an exceptional Lead Shopify Developer to join our incredible team. You'll be a critical participant in projects working closely with designers, performance managers, our creative team, and the Technical Director. To optimize our Shopify Plus store. Fluency in HTML5 and JavaScript, experience with custom theme development, Shopify Plus experience, and familiarity with Next and React are essential. The ideal candidate would also be expected to help manage core Shopify platform integrations such as Klavyio, Zendesk, and other vital Shopify applications.

Qualifications:

Strong proficiency in Shopify Plus and Shopify Scripts

Experience with custom theme development for Shopify Plus (advanced customer fields experience)

Fluency in HTML5, CSS, JavaScript/jQuery Experience with Shopify app integrations (integrating third-party APIs)

Familiarity with Github

Strong understanding of SEO and web development Experience with Server and DNS management Understanding cross-browser compatibility problems and the ability to offer solutions

Experience with user testing and usability analysis

Familiarity with UX/UI concepts and best practices

Responsibilities:

Actively involved in all phases of the site development

Manage our Shopify Plus store Work with the marking team to create landing pages Change website content to improve the customer journey Help manage third-party integrations and applications Optimize page load times Resolve cross-browser issues (troubleshooting server and site issues)

Familiarity with design software such as Photoshop to customize visuals and media on sites Attend group meetings and offer recommendations to improve the optimization of customer journey and conversion

Communicate regularly with team members through channels such as Slack and Asana 

About Office Advisor:

Office Advisor is revolutionizing India's commercial real estate sector through innovative technology. We connect businesses with their perfect workspace effortlessly. Join us as we redefine workspace solutions.

Responsibilities:

• Develop and execute content marketing strategy aligned with company objectives.
• Create engaging content for various channels: website, blog, social media, email, etc.
• Collaborate with teams to maintain consistent messaging and brand voice.
• Develop and Run Email Marketing Campaigns
• Monitor content performance and optimize for SEO.

Qualifications:

• Bachelor's degree in Marketing, Communications, or related field.
• Proven content marketing experience, preferably in real estate or tech.
• Strong writing, editing, and proofreading skills.
• Knowledge of content management systems and digital marketing tools.
• Ability to multitask, meet deadlines, and work in a fast-paced environment.

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Mandatory Skills

• Experience in Technical Writing/Information Development
• Experience writing topic-based and task-oriented documentation according to company style guidelines, requiring minimal editing from senior ID staff
• Experience developing enterprise systems software documentation for users and system administrators
• General knowledge on DITA concepts and IDCMS: ID (Information Development) Lifecycle and Content Management System
• Excellent interpersonal, communication, and teamwork skills
• MS Word

Roles, Responsibilities

• Effectively collaborate with project stakeholders to scope ID work
• Attend ID and Dev core meetings to understand ID requirements and plan, write and maintain concise but complete internal and external technical information (end user manuals, troubleshooting topics, compliance documentation, API descriptions) in compliance with client and team guidelines
• Independently research for relevant information and perform content reviews
• Work alongside multiple teams in a fast-paced agile environment towards providing high quality written content.
• Follow recommended style and business guidelines; using approved templates
• Being technically savvy in the areas of documentation by being hands-on with new and current product features
• Being proficient in usage of documentation tools & systems and aware of new technologies in documentation, industry best practices.
• Delivering the work allocated in time and with quality including translations and documentation build packages