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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* Strong hands-on expertise in Java programming.
* In-depth understanding of Java garbage collection mechanisms and their impact on application performance.
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Mode of work: Hybrid weekly 3 Times.
While you may already know about Wissen and the company history, here is a quick rundown for you.
About Wissen Technology:
• The Wissen Group was founded in the year 2000. Wissen Technology, a part of Wissen Group, was established in the year 2015.
• Wissen Technology is a specialized technology company that delivers high-end consulting for organizations in the Banking & Finance, Telecom, and Healthcare domains. We help clients build world class products.
• Our workforce consists of 550+ highly skilled professionals, with leadership and senior management executives who have graduated from Ivy League Universities like Wharton, MIT, IITs, IIMs, and NITs and with rich work experience in some of the biggest companies in the world.
• Wissen Technology has grown its revenues by 400% in these five years without any external funding or investments.
• Globally present with offices US, India, UK, Australia, Mexico, and Canada.
• We offer an array of services including Application Development, Artificial Intelligence & Machine Learning, Big Data & Analytics, Visualization & Business Intelligence, Robotic Process Automation, Cloud, Mobility, Agile & DevOps, Quality Assurance & Test Automation.
• Wissen Technology has been certified as a Great Place to Work®.
• Wissen Technology has been voted as the Top 20 AI/ML vendor by CIO Insider in 2020.
• Over the years, Wissen Group has successfully delivered $650 million worth of projects for more than 20 of the Fortune 500 companies.
We have served client across sectors like Banking, Telecom, Healthcare, Manufacturing, and Energy. They include likes of Morgan Stanley, MSCI, StateStreet, Flipkart, Swiggy, Trafigura, GE to name a few.
Website : www.wissen.com
iOS App Development
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Swift- Proficient with Swift and Cocoa Touch
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- Experience in Design patterns such as POP, MVVM, CleanSwift, Facade
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NodeJS (Node.js)
Postman
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- Develop and maintain scalable and performant full-stack web applications
- Collaborate with UI/UX designers and backend teams to implement responsive, user-friendly interfaces
- Write unit tests using Jest and ensure code quality and reliability
- Develop RESTful APIs using Node.js and NestJS framework
- Utilize Docker Compose for local development and deployment
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- Bachelor’s or Master’s degree in Computer Science, Engineering, or a related field
- 3–6 years of experience in full-stack development
- Strong communication skills and the ability to work independently in a remote team environment
Availability to work UK shift hours to ensure overlap with the US-based client
Python
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CC++
PHPSkillset:
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C,C++ (Good to have)
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As a rapidly growing company, we are seeking a dynamic professional to join our leadership team as a Director, Business Intelligence. In this role, you will oversee the organization's Data and information systems operations, focusing on data, tools, and analytics supporting stakeholders across Product, Sales, Marketing, Operations, and Finance.
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- Performance-Based Incentives
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Go Programming (Golang)C++JavaFamiliarity with Agile development methodologies.
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JavascriptInteract with clients to understand business requirements
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Proven experience on customising and configuring Microsoft Dynamics 365
CRM
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Proven experience on creating Microsoft flows
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Experience
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Industry
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Hands-on experience in using XRM toolbox.
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Experience of implementing integrated Dynamics 365 solutions
Document Core Pack
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Full Stack Developer - Averlon