
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

Similar jobs

We are seeking a talented and motivated Backend Developer to join our dynamic team. As a senior Backend Developer, you will play a crucial role in enhancing and expanding our AI productivity tool, working on the intersection of natural language understanding (NLU), event-condition-action (ECA) frameworks.
Key Responsibilities:
- Collaborate with cross-functional teams to design and implement advanced features for our AI productivity tool.
- Innovate and propose creative solutions to enhance the functionality and user experience of the platform.
- Develop back-end components of the AI productivity tool, ensuring performance and scalability.
- Design and implement robust backend services and APIs using Python- Django.
Requirements:
- Bachelor's/Master's degree in Computer Science or a related field.
- Proven experience (3-4 years) as a Software Development Engineer, with a focus on Python- Django
- Strong problem-solving skills and the ability to think creatively.
- Ability to take up different tech stacks.
- Mathematical experience preferred.
- Proficiency in Backend Technologies as well as a basic understanding of Frontend technologies.
Nice-to-Haves:
- Experience with cloud platforms and services.
- Experience with Frontend Technologies.
- Track record of contributing to open-source projects.
- Passion for staying updated on the latest trends in AI and technology.
Location: Bangalore
Employment Type: Full-time
Experience: 2+ years
Job Summary:
We are looking for a dynamic Project Manager with a strong technical background to lead and manage technology-driven projects. The ideal candidate should have excellent leadership skills, strong communication abilities, and a deep understanding of software development, IT infrastructure, or fintech solutions. You will be responsible for overseeing project lifecycles, coordinating between technical teams and stakeholders, and ensuring timely and efficient project execution.
Key Responsibilities:
- Lead and manage technology projects from initiation to completion, ensuring alignment with business goals.
- Collaborate with software engineers, product managers, and business stakeholders to define project scope, deliverables, and timelines.
- Develop and maintain detailed project plans, track progress, and ensure on-time delivery.
- Identify project risks and implement mitigation strategies.
- Ensure clear communication across teams, bridging technical and non-technical stakeholders.
- Monitor project performance and adjust resources as needed to meet deadlines.
- Oversee documentation, reporting, and compliance with best practices.
- Facilitate Agile/Scrum methodologies where applicable.
Requirements:
- Technical Background: A degree in Computer Science, IT, Engineering, or a related field.
- Experience: 2+ years of experience in project management within a tech-driven environment.
- Project Management Skills: Strong ability to plan, execute, and monitor projects effectively.
- Technical Expertise: Understanding of software development, cloud technologies, APIs, and system architecture.
- Leadership & Communication: Strong ability to manage teams, resolve conflicts, and communicate across various departments.
- Methodologies: Familiarity with Agile, Scrum, and traditional project management practices.
- Tools: Proficiency in project management tools like JIRA, Trello, Asana, or Microsoft Project.
- Problem-Solving Skills: Ability to handle challenges proactively and make data-driven decisions.
Preferred Skills:
- Certifications like PMP, PRINCE2, or CSM are a plus.
- Experience managing fintech or SaaS projects is preferred.
- Knowledge of DevOps, CI/CD, or cybersecurity is a bonus.
If you are a results-driven Project Manager with a strong technical foundation and excellent leadership skills, we’d love to hear from you!
How to Apply ?
Fill in the form below or
You can directly walk-in to our office in Bangalore
Date: 29-03-2025
Time: 10 Am to 12 Pm
Form link: https://forms.gle/5XtWBPuiUbaTxXY89
Location: Paywize Technologies Pvt. Ltd.
M.R Complex, 7th Cross, 6th Main Rd, BTM 2nd Stage, Bengaluru, Karnataka 560076
Join us and be part of the fintech revolution!
Job Title: Senior Software EngineerLocationExperienceJob DescriptionWe are seeking a Senior Software Engineer to join our dynamic engineering team, focusing on designing, developing, and optimizing large-scale ad technology systems. This role requires expertise in building high-performance, distributed systems capable of handling millions of transactions per minute. You will work closely with cross-functional teams to enhance the scalability, robustness, and performance of our real-time bidding systems.
- ResponsibilitiesDesign and implement high-performance microservices to handle large volumes of real-time data requests.
- Collaborate with the AdExchange team to optimize real-time ad buying, selling, and auctioning processes.
- Lead the development and enhancement of key features such as loss notifications and bidder engagement strategies.
- Build A/B testing mechanisms to optimize bidder responses and URL accuracy.
- Improve the scalability and reliability of critical services, utilizing advanced monitoring tools like Prometheus and Kafka.
- Conduct code reviews, create design documents, and mentor junior engineers.
- Manage end-to-end project lifecycles, from architecture design to deployment in production environments.
- Required SkillsProficiency in Java, Docker, Aerospike, Kafka, and MySQL.
- Strong understanding of distributed systems, microservices, and real-time bidding technologies.
- Experience in optimizing system performance to handle high-throughput, low-latency requirements (600,000+ requests/min).
- Expertise in monitoring and logging tools such as Prometheus, Grafana, and log management systems.
- Knowledge of cloud technologies (AWS or similar).
- Strong problem-solving skills and experience in A/B testing for optimizing system components.
- Preferred SkillsExperience in ad technology or large-scale data processing systems.
- Familiarity with JavaScript, REST APIs, and integration workflows.
- Hands-on experience with Kubernetes and event-driven architectures.
- Build contacts with potential clients to create new business opportunities.
- Having a experience & knowledge on IT Services - Mobile App, Web App, Game App.
- Excellent written and verbal communication
- Handling International clients, Lead Generation.
- Having experience on team handling.
BASIC QUALIFICATIONS
- 2+ years experience in program or project management
- Project handling experience using six sigma/Lean processes
- Experience interpreting data to make business recommendations
- Bachelor’s degree or higher in Operations, Business, Project Management, Engineering
- 5-10 years' experience in project / Customer Satisfaction, with proven success record
- Understand basic and systematic approaches to manage projects/programs
- Structured problem solving approach to identify & fix problems
- Open-minded, creative and proactive thinking
- Pioneer to invent and make differences
- Understanding of customer experience, listening to customers' voice and work backwards to improve business process and operations
- Certification in 6 Sigma
PREFERRED QUALIFICATIONS
- Automation Skills with experience in Advance SQL, Python, Tableau
We are looking for an experienced Inside Sales professional to join our inside sales team. This is an opportunity for you to be a key part of building a successful business:
- Manage End-to-End Sales process (Inbound Leads to Closure)
- Deliver quality and tailored demonstrations to prospects based on the use cases
- Understand customer goals, plans, challenges, timeline, budget, authority
- Meet or exceed your defined sales activity and revenue quota
- Collaborate with cross-functional teams for timely resolution of prospect's queries
- Strive to continuously improve your sales process and demonstrate a willingness to learn and implement best practices
Are you the one? Quick self-discovery test:
- Love for the cloud: When was the last time your dinner entailed an act on “How would ‘Jerry Seinfeld’ pitch Cloud platform & products to this prospect” and your friend did the ‘Sheldon’ version of the same thing.
- Passion: When was the last time you went to a remote gas station while on vacation and ended up helping the gas station owner saasify his 7 gas stations across other geographies.
- Compassion for customers: You listen more than you speak. When you do speak, people feel the need to listen.
- Humor for life: When was the last time you told a concerned CEO, ‘If Elon Musk can attempt to take humanity to Mars, why can’t we take your business to run on the cloud?
So what are we looking for?
- Experience in On-premises to AWS cloud Migration.
- Linux and Windows servers knowledge .
- Application knowledge like Java, .net, Python, Ruby.
- On-premises to Cloud migration assessment experience as a must .
- Able to provide a detailed migration analysis report and present it to the customer.
- Creative problem-solving skills and superb communication skills.
- Respond to technical queries / requests from team members and customers.
- Ambitious individuals who can work under their own direction towards agreed targets/goals.
- Ability to handle change and be open to it along with good time management and being able to work under stress.
- Proven interpersonal skills while contributing to team effort by accomplishing related results as needed.
- Maintain technical knowledge by attending educational workshops, reviewing publications.
Job Responsibilities:
- Managing initiatives for migration and modernization in AWS cloud environment
- Leads and builds Modernization architecture solution from (on-prem or VMWare) into modern platform (Cloud AWS) through modular design by understanding application components
- Leads and SME in Modernization methodology and can lead the Design thinking workshop, method tailoring as Client environment and Client industry
- The 6 most common application migration strategies below required
- Re-host (Referred to as a “lift and shift.”)
- Re-platform (Referred to as “lift, tinker, and shift.”)
- Re-factor / Re-architect
- Re-purchase
- Retire
- Retain ( Referred to as re-visit.)
- Application migration analysis experience like application compatibility on the cloud, Network, security support on cloud.
Qualifications:
- Is Education overrated? Yes. We believe so. But there is no way to locate you otherwise. So we might look for at least a Bachelor’s or Master's degree in engineering from a reputed institute or you should be programming from 12.
- And the latter is better. We will find you faster if you specify the latter in some manner. Not just a degree, but we are not too thrilled by tech certifications too :)
- Architects with 10+ total and 6+ years of experience on Modernization applications and led Architecture initiatives on AWS Modernization.
- Managed and implemented at least 5 engagement modernizing client applications to AWS Cloud and on WebSphere and Java/J2EE or .NET.
- Experience on using DevOps tools during Modernization.
- Complete in-depth experience and knowledge of AWS as a product and its components.
- AWS certification would be preferred.
- Experience in Agile fundamentals and methodology.
Database management
Php
Plug-in customisation
API integration
Divi Builder
- Manage sales operations in assigned district to achieve revenue goals.
- Supervise sales team members; the BSMs, on daily basis and provide guidance whenever needed.
- Identify skill gaps and conduct trainings to sales team.
- Work with team to implement new sales techniques to obtain profits.
- Assist in employee recruitment, promotion, retention and termination activities.
- Conduct employee performance evaluation and provide feedback for improvements.
- Contact potential customers and identify new business opportunities.
- Stay abreast with customer needs, market trends and competitors.
- Maintain clear and complete sales reports for management review.
- Build strong relationships with customers for business growth.
- Analyze sales performances and recommend improvements.
- Ensure that sales team follows company policies and procedures at all times.
- Develop promotional programs to increase sales and revenue.
- Plan and coordinate sales activities for assigned projects.


