Cutshort logo
Leading Investment Services Company logo
Relationship & Wealth Manager
Leading Investment Services Company
Relationship & Wealth Manager
Leading Investment Services Company's logo

Relationship & Wealth Manager

at Leading Investment Services Company

Agency job
via Merito
2 - 18 yrs
₹15L - ₹35L / yr
Mumbai, Pune, Bengaluru (Bangalore), Delhi, Nagpur, Coimbatore
Skills
Wealth management
Relationship Management
Asset management

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

Read more
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
companies logos

Similar jobs

TopGrep Tech Private Limited
Coimbatore, Bengaluru (Bangalore)
4 - 8 yrs
₹1L - ₹5L / yr
Management Information System (MIS)
System Administration
Active Directory
Vendor Management
Computer Networking

Manage IT network and client systems as well as daily technical operations that meet and exceed the school’s education and business technology requirements

Support long-term IT-based educational programs that enhance the delivery of education services and development of the school community

Overview of Responsibilities:

The IT Manager is responsible for managing and overseeing day-to-day implementation, to realize fault tolerance of key IT area. Support and maintenance in the following areas:

  1.  Manage the procurement of IT systems.
  2.  Lead the IT team in providing Help Desk services for Teaching staff and Students with IT based educational programs that enhance the delivery of teaching and learning.
  3.  Prepare and manage the IT infrastructure budget and account for IT fixed assets.
  4.  Coordinate IT infrastructure and support requirements with Academic IT Staff, and provide technical support for IT development projects in the Schools.  Work closely with Academic IT Staff in management and control of teaching software purchases, databases, and configuration control of Staff Laptops.
  5.  Provide technical support to national IT infrastructure projects for schools and new facility development ensuring consistency in implementation and policy.

 

The IT Manager is responsible for managing and overseeing day-to-day implementation, support and maintenance in the following areas:

Network

  1.  Direct daily maintenance to ensure maximum reliability and minimum service interruption
  2.  Manage installation of required updates on infrastructure and client systems
  3.  Maintain core services
  4.  Recommend and implement changes and system enhancements to improve the network

 

Client platforms

  1.  Set up, install and maintain desktops and laptops in the school
  2.  Ensure standard configurations across the deployed systems
  3.  Directly and with third party vendors manage the repair and servicing of equipment
  4.  To seamlessly connect with the IT infrastructure in the new site, ensure the IT operation in the new site goes well

 

Software

  1.  Ensure all software is properly licensed
  2.  Manage the installation and upgrade schedules for educational and business software
  3.  Provide technical support for school management, accounting and educational software
  4.  Assist the teaching staff in identifying and integrating educational software available in India  and internationally

IT security

  1.  Ensure all LANs and VPNs are secure from both electronic and physical intrusion
  2.  Review and maintain a proper level of access and password control
  3.  Ensure data integrity through routine database scans
  4.  Establish a disaster recovery plan
  5.  Guarantee network data is backed up on a daily basis

Reprographics

  1.  Work with third party vendors to ensure the reprographics equipment runs smoothly
  2.  Provide technical support as needed

Audio/ visual equipment

  1.  Maintain the school’s inventory of audio/ visual equipment
  2.  Assist in the installation and setup of equipment as needed

IT training and help desk support

  1.  Provide training for both educational and business applications as needed
  2.  Ensure proper procedures and staffing are in place to respond to teaching and admin staff requests in a timely manner
  3.  Analyze problems, develop solutions, arrange preventive measures and maintain clear and consistent communications with internal customers on IT issues  

New facility development

  1.  With the Project Manager, develop IT infrastructure plans and budgets
  2.  Prepare IT and telecom cabling plans
  3.  Identify hardware and software requirements
  4.  Manage purchasing, installation and servicing of equipment with third party vendors
  5.  Conduct infrastructure and product testing
  6.  Manage IT handover and acceptance procedures

General requirements

  1.  Maintain an inventory of all IT, audio/ visual equipment and licenses
  2.  Ensure consistent documentation of the operating environment
  3.  Develop the annual IT plan and budget with the Head of Technology
  4.  Evaluate and set standards for hardware and software
  5.  Develop change management schemes that smooth the transition to new equipment and procedures earning speedy acceptance of new equipment and upgrades
  6.  Perform general IT duties as required

 

 

The IT Manager holds primary responsibility within location for IT and IT related issues.

Skills and Experience Required:

  1.  Must have a minimum of 8 years IT systems and operations management experience including 5 in the K12 education sector
  2.  Minimum 5 years experience with IT infrastructure budgets and cost management
  3.  Minimum 5 years experience supervising professional IT personnel
  4.  Must be able to read, analyze and interpret computer hardware and systems management technical manuals and procedures
  5.  Strong personal skills to communicate directly with end users in sometimes tense situations
  6.  Bachelors degree in computer science, information systems or related computer field
  7.  Strong to Fluent written and verbal English
  8.  Strong initiative, integrity and good judgment
  9.  Fast problem solving skills in new situations
  10.  Ability to handle multiple tasks simultaneously 




Desire experience of leading and managing I.T. based projects and vendor management

  IT systems and operations management experience

   Microsoft Windows OS, Microsoft Server and related technologies

  Network management experience including LAN/ WAN/ VPN

  Open Directory and/or Active Directory management experience

  Desire experience managing network policies and protocols including firewall configuration, content filtering, and related technologies

Read more
Remote only
6 - 12 yrs
₹15L - ₹20L / yr
Salesforce
skill iconLeadership
Conga Composer
Docusign
Sales Cloud

Role: Lead Salesforce Developer (Conga Composer & Docusign)

Shift Timings: 4:30 AM to 12:30 AM

Experience: 6+ Years

Location: Remote


Job Responsibilities: 

·      The Salesforce Developer role requires an in-depth understanding of enterprise IT software deployment and life cycle.

·      Solid understanding of and detailed experience with Salesforce architecture and API. Proficiency in Salesforce Lightning components, Apex, Visualforce, SOQL, and SOSL.

·      Proven experience as a Salesforce Developer with expertise in Conga Composer and Docusign. 

·      Design and develop solutions using Conga Composer for automated document generation. Configure and develop Docusign workflows to meet business requirements and compliant e-signature processes.

·      Experience with web technologies such as HTML, CSS, JavaScript, and frameworks like Aura and LWC (Lightning Web Components).

·      Solid Experience with Knowledge of Salesforce integration tools and techniques (REST, SOAP, APIs).

·      Proven experience as a Salesforce Communities Developer with a strong understanding of Salesforce Community Cloud and Sales Cloud.

·      Release processes for complex integrated enterprise application knowledge is a plus. Participate in the feature delivery process from beginning to end, including documentation, system operational tasks, and declarative application development work.

·      Leverage Agile methodologies for development.

·      Assist with the development and deployment of training and training materials and demo new functionality to stakeholders.

·      Provide dedicated team support focused on finding ways to be more efficient through continuous process improvement.

Read more
Aatish Management Consultants OPC Pvt Ltd
Delhi
5 - 7 yrs
₹3L - ₹4.2L / yr
Content Writing
Web content
copywriter
Copy Writing

We are looking for a highly creative and experienced Copywriter to join our dynamic marketing team.


Key Responsibilities-

  • Write and edit website content, including landing pages, blog posts, product descriptions and social media posts.
  • Conduct keyword research and apply SEO best practices to optimize content for search engines.
  • Collaborate with marketing team to develop content strategies and brainstorm new ideas.
  • Research industry trends and competitors to ensure content is current and marketable.
  • Proofread and edit content for grammar, spelling and clarity.
  • Ensure all content meets brand guidelines and is consistent in style and tone.
  • Track and analyze website metrics to evaluate content performance.


Requirements-

  • Minimum 5 years of experience in Copywriting.
  • Excellent communication in English.
  • Must be comfortable with location ( Sabhapur)
  • Graduation is must.
  • Salary - Up to 35k
Read more
Top 3 Fintech Startup
Top 3 Fintech Startup
Agency job
via Jobdost by Sathish Kumar
Bengaluru (Bangalore)
2 - 5 yrs
₹5L - ₹9L / yr
Training and Development
Learning Management System (LMS)
Animation
Training needs analysis

The purpose of Job is to execute & deliver programs as per the Training framework for the organization.


Technical Skills

⮚    Sound knowledge of Industry L & D Practices , Moderate knowledge of BFSI Sector & Products, Animation & Simulation expertise.


Training Delivery & Program Execution

⮚Stand & deliver training programs like Induction, Soft Skills, Behavioural, Sales Training, Functional, Regulatory, etc. through Virtual or Classroom modes

⮚    End to end Execution of programs delivered by Internal/ External stakeholders on Functional &Regulatory aspects

Operations & Communications Management

⮚    Execute and Support Training Partners with the training initiatives and ensure smooth deployment

⮚    Innovating mediums of communication to increase mindshare of the stakeholders within the organization

⮚    Creating Learning Journeys and Frameworks for internal departments with assistance from Department Heads and Learning Partners

MIS & Analytics

⮚    Having a strong hold on Reporting of Data related to Training, for e.g. Reports, Content, Assessment, Feedback Scores, etc.

⮚    Periodic Reporting of Training reports to stakeholders (Internal & External)

Content Creation

⮚    Developing content based on identified competencies for all Management levels on Soft Skills, Behavioral, Leadership skills, etc.

⮚    Conduct Pre-& Post Analysis as required to match Executive expectations and design Content in retrospect to expectations.



Qualification :

  • Work experience- Minimum 0-4 years, 0-2 years in L & D or HR

  • Preferred from BFSI or MFI

  • Aged below 28 years

  • Certification in Learning & Development will be an added advantage

Read more
Ingrainhub
at Ingrainhub
1 recruiter
Karthik Kulkarni
Posted by Karthik Kulkarni
Bengaluru (Bangalore)
1 - 7 yrs
₹3L - ₹15L / yr
skill iconJavascript
skill iconHTML/CSS
skill iconAngularJS (1.x)
skill iconReact.js
skill iconVue.js
To build next-generation web applications which are efficient, reusable front-end abstractions and systems. Work closely with designers to implement versatile front-end solutions while embracing emerging standards and pushing the limits of what a browser can do. Actively participate in design and code reviews to build robust applications and prototypes. Interacting with other team members to passionately collaborate our innovations with teams across Flipkart.Must HaveSelf-confidence, dynamism and a belief in challenging yourself A deep expertise in Javascript. Looking for people with Mean STACK experience that includes Node JS, Mongo DB, Angular JS, Bootstrap, Express, React JS The above needs to be coupled with Javascript, HTML, CSS Constantly and consistently implementing new features and optimize existing ones from controller- level to UI Vigilantly and rapidly fix bugs. Continuously solving problems to give our customers a delightful shopping experience. Work closely with Team Lead, UX designers and back-end engineers to implement front end solutions. Endorsing upcoming standards,launching, iterating and making a difference . Passionate about implementing elegant User Interfaces using HTML and CSS. Ability to write well-abstracted, reusable, highly performant code for UI components.`
Read more
Extramarks
at Extramarks
4 recruiters
Aamir Qureshi
Posted by Aamir Qureshi
Jammu, Srinagar
1 - 5 yrs
₹3L - ₹6L / yr
Roles and responsibilities
• Develop and maintain strategic long term trusting relationships with high volume customers
to accomplish organic growth.
• Communicate company products and services via Calling and E-mail and also build
relationships in order to uncover prospect needs.
• Document and update CRM with daily activities as required.
• Achieve weekly and monthly goals.
• Be a self starter and pro-active; identify and act on opportunities for improvement.
• Ensure reporting and communications is frequent and bi-diectional.
• Remain knowledgeable about all organization’s products and services to facilitate sales
efforts.
• Completing input numbers on daily basis and taking up revenue responsibility.
• To research and analyze the customer’s requirements and present bestsolutions.
• Keep abreast with Extramarks latest offerings and best practices.
• Research key customer wants and needs.
Read more
JumpingMinds
at JumpingMinds
1 recruiter
Piyush Gupta
Posted by Piyush Gupta
Remote, Gurugram, Delhi
1 - 6 yrs
₹15L - ₹30L / yr
skill iconJava
skill iconKotlin
skill iconAndroid Development
Model-View-View-Model (MVVM)
RxJava
+1 more
jumpingMinds.ai, a first of its kind Mental Health DeepTech startup, provides an anonymous safe space designed to make someone under stress feel better instantly. We're growing rapidly with 100k+ community, best in class metrics and aim to be the market leader by 2022! 

So, we are looking for amazing Android developers like yourself, self-motivated and driven to build products with a massive impact on society. You get to work closely with IIT/IIM alumni to build India's next biggest community!

PS: Recently, jM Android App won #GooglePlayBestOf2021 Hidden Gem Award. Join us in our mission to spread #1BillionSmiles and become #GooglePlayAppOfTheYear 2022. 

Responsibilities:
• Translate designs and wireframes into high quality code
• Design, build, and maintain high performance, reusable, and reliable Android Kotlin code
• Ensure the best possible performance, quality, and responsiveness of the application
• Identify and correct bottlenecks and fix bugs
• Help maintain code quality, organization, and automation
• Unit-test code for robustness, including edge cases, usability, and general reliability.
• Staying up to date with new mobile technology trends, applications, and protocols

Requirements/Skills:
• BS/MS degree in Computer Science, Engineering or a related subject
• At least 1-2 years of professional hands-on Android Kotlin and App development experience‍
• Strong knowledge of Android SDK, different versions of Android, and how to deal with different screen sizes etc
• Familiarity with RESTful APIs to connect Android applications to back-end services
• Strong knowledge of Android UI design principles, patterns, and best practices
• Ability to understand business requirements and translate them into technical requirements
• Familiarity with cloud message APIs and push notifications
• Understanding of Google’s Android design principles and interface guidelines
• Proficient understanding of code versioning tools, such as Git
• [Good to Have] Experience with offline storage, threading, and performance tuning
• [Good to Have] Ability to design applications around natural user interfaces, such as “touch”
• [Good to Have] Knowledge of the open-source Android ecosystem and the libraries available for common tasks
• [Good to Have] A knack for benchmarking and optimization
• [Good to Have] Familiarity with CI/CD

Relevant links:
- Website: jumpingminds.ai
- Instagram Page: instagram.com/jumpingminds.ai
- #GooglePlayBestOf2021 Award: jumpingminds.ai/googleplaybestof2021
- Founders:
1. Ariba Khan - linkedin.com/in/ariba-khan-ab8a2944/
2. Piyush Gupta - linkedin.com/in/piyushgupta27/
Read more
Marketonix
at Marketonix
1 recruiter
Manasi j
Posted by Manasi j
Bengaluru (Bangalore)
2 - 5 yrs
₹4L - ₹8L / yr
skill iconC#
SQL server
skill iconPHP
skill iconPython
skill iconRuby on Rails (ROR)
+3 more
Requirement  - Backend Developer
Experience: 2 - 3 Years
Location: Bangalore
Salary: 8 Lakhs
Qualification: Any
Industry: Any
Gender: Any
Skills required: C#,SQL Server ,WEB-API and My-SQL knowledge but optional.
______________________________________________
Read more
zero deb
Ved R
Posted by Ved R
Remote, Pune
3 - 7 yrs
₹2L - ₹5L / yr
skill iconPython
skill iconPHP
skill iconJavascript
skill iconRuby on Rails (ROR)
skill iconNodeJS (Node.js)
+4 more
 I am developing an online lending aggregator. For which my basic portal is ready in PHP larval & MySql. Looking for a candidate who can do continues development on the existing portal and can take care of future development. Implementing automation, API integration, Data Analytics, UI/UX etc.
 
Read more
iAdept Marketing
Manoj Kumar
Posted by Manoj Kumar
NCR (Delhi | Gurgaon | Noida)
1 - 3 yrs
₹1L - ₹3L / yr
Sales
Telesales
Business Development
Outbound marketing

iAdept Marketing is an innovative, established, customer oriented and professional company in the field of condition monitoring of machinery & equipment. We specialize in offering testing instruments and equipment that can efficiently monitor the health of machinery for increasing productivity. Our offerings include supply of testing equipment and instruments, services of analysing/detecting machine defects as well as training our clients in related technologies.

To further accelerate our sales growth, we are looking for enthusiastic & committed Tele Sales Executives to contribute in generating sales for our company. You will be responsible for generating and closing sales deals over the phone and maintaining good customer relationships.

Tele Sales executives with experience of 1 year of more can apply. Any experience in Tele Sales of Engineering / Industrial goods will be an added advantage

The goal is to help the company grow by bringing in customers and developing business.

Read more
Why apply to jobs via Cutshort
people_solving_puzzle
Personalized job matches
Stop wasting time. Get matched with jobs that meet your skills, aspirations and preferences.
people_verifying_people
Verified hiring teams
See actual hiring teams, find common social connections or connect with them directly.
ai_chip
Move faster with AI
We use AI to get you faster responses, recommendations and unmatched user experience.
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo
Get to hear about interesting companies hiring right now
Company logo
Company logo
Company logo
Company logo
Company logo
Linkedin iconFollow Cutshort
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
companies logos