Business Development Associate

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

Company Description

UpSolve Solutions is a company specializing in Video and Text Analytics to drive business decisions. We aim to solve business problems that are taking more time and resources than expected, and turn them into opportunities for growth and improvement. We are located in Pune and offer innovative solutions to help businesses succeed.

Role Description

This is a full-time on-site role for a QlikView Developer. As a QlikView Developer, you will be responsible for developing data models, creating dashboards, and utilizing your analytical skills. You will also work with data warehousing and ETL (Extract Transform Load) processes to ensure effective data management. You will be an integral part of our team in Pune.

Qualifications

• Data Modeling and Dashboard development skills
• Strong analytical skills
• Experience in data warehousing and ETL processes
• Proficiency in QlikView development
• Good understanding of business requirements and data analysis
• Excellent problem-solving and communication skills
• Experience in the software industry is a plus
• Bachelor's degree in Computer Science, Information Technology, or related field

Key responsibilities:

1. Execute tests on Jenkins, and fetch reports

2. Conduct feature demos in customer calls and execute the test cases

3. Perform root cause analysis by reviewing logs

4. Be well conversant with different types of automation testing tools and be responsible for onboarding future automation technologies like AI/DevOps and implement fit-for-purpose tools/technologies

Other requirements

1. Automation experience with Selenium

2. Experience in automation tools for mobile app automation

3. Experience working with source control tools (GIT, Gitlab, GitHub)

4. Ability to understand business requirements/ workflows and come up with automation scripts and implementations

5. Experience working in a fast-paced environment and working closely with the core engineering team

6. Experience working in an Agile environment and using tools such as Jira

7. Ability to write and maintain testing documentation on subjects including API functionality and software issue creation/resolution

8. Previous experience working with cloud providers like AWS or Azure.

9. Experience in functional testing, End-End testing, and regression testing

10. Experience in writing queries in SQL and PostgreSQL using joins for extracting and verifying data

11. Knowledge of STLC and various kinds of testing systems, integration, UAT, performance, and Accessibility testing

• Lead the People & Culture practices across the organization
• Actively identify gaps, and deploy impactful people strategies that enable the organization to mitigate risk, perform effectively, and scale efficiently as it grows.
• Implementation of relevant HR Tech tools to do HR process automation.
• Manage the hire to retire employee life cycle & employee experience across the organization.
• Play a key role in working with managers on change management and talent management initiatives.
• Manage people initiatives like OKRs, One on One Feedback, Employee surveys, Employee development, L&D, Employee Wellbeing etc
• Drive people & culture practices with data driven insights. 

• MBA in HR from premier colleges like IIMK, XLRI, TISS & similar. 
• Experience: Range of 5+ years and one of the experiences should be with a startup or technology company. 
• Should have experience of managing teams at a global level. 
• Extensive knowledge of HR automation tools and software.
• Strong experience in planning, creating, and implementing HR strategies.
• Solid understanding of people analytics.

A wholesome opportunity in a fast-paced environment will enable you to juggle between concepts yet maintain the quality of content, interact, share your ideas, and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the benefits of being at Xoxoday‍

A fast-growing SaaS commerce company based in Bangalore with offices in Delhi, San Francisco, and Dublin with over 300 employees. We have three products in our portfolio: Plum, Empuls, and Compass. Xoxoday works with over 2000 global clients. We help our clients engage and motivate their employees, sales teams, channel partners, or consumers for better business results.

Installation, Configuration and Troubleshooting of Network Equipment e.g CCTV Camera, Network Switch, Router, Wi-fi, Server and Desktop computer etc. Willing to travel entire India based on project requirement.

• 2+ yrs experience with manual testing on mobile (automation testing is an advantage) 
• Manual testing experience in testing for Android & iOS is MUST
• JIRA or other bug tracking tool experience 
• The QA Analyst will be expected to complete manual testing on both iOS and Android devices, be able to enter findings into Jira, and follow up on defects discovered
• PRD Reviews, Test Case coverage and Execution, able to handle End to End Application testing and release process.
• API testing experience and Basic SQL knowledge
• ADB commands, Android Studio, Xcode, Understanding Logs, SDK’s.
• Work as part of cross functional, passionate agile project teams to ensure quality is maintained.                                                                                                                Good To Have Skills :
  • Experience in setting up automation testing infrastructure & writing automation testing scripts for Android, iOS & APIs
  • Work on Automation framework
  • Work on continuous integration tools
  • Hands on experience with Appium