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
Shubham Vishwakarma
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- Experience creating front end applications using HTML5, Angular, LESS/SASS
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GoProtoz is a World-Class Award-winning UI/UX Design company specialized in User Experience (UX) / User Interface (UI) Design for enterprise and consumer digital products and mobile/web/Desktop applications.
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Visit us at: https://pocketbits.in/.">https://pocketbits.in/
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LaravelPHP
CodeIgniterDear Candidate
Greetings from The App Ideas Infotech Pvt Ltd
The App Ideas Infotech Pvt Ltd looking for a Laravel Developer. The App Ideas is the leading Web & Mobile App Development Company that can help your business grow with innovative and engaging solutions. We build cutting-edge digital solutions with the quick-engaging user interface and user experience. Over the years we have established ourselves as the leading service provider for mobile app development, web development, Web and graphic design, e-commerce development, IOT development and games development.
Min. Experience:- 6 months to 4 Years
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Preferred employees from Gujarat only
Bond:- 1 Year
Salary :- no bar for right candidate (Depends on Skills and experience)
Education Qualification:- BCA, MCA, MSCIT, BSCIT, BE(IT), ME(IT), Diploma in IT and others.
Job Description:
Strong knowledge of Laravel Framework.
Strong knowledge of PHP.
Must have worked on the PHP framework Laravel.
Knowledge of current web development languages (including HTML5, CSS3, PHP, MySQL, VueJs, Angular, etc.).
Experience in Web application Development and Product development, preferable.
Analytical, Problem Solving and Decision Making Skills.
Should be good in communication and understand client requirements.
Ready to learn new technologies.
Benefits
Only 5 days working
Flexible job timing
Company Provide necessary training
Great Career enhancement opportunityExcellent learning opportunities
Paid Leaves, festival leaves
Month End Party, Birthday Parties, Tours, and other cultural events.
If you do not find suitable profile, you may kindly share this information to your friends who are looking for change/good opportunity.
With Regards,
Trusha Kachhadiya
HR Executive
The App Ideas Infotech Pvt Ltd
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon