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
Job Title : Lead Web App Developer – Frontend
Experience : 10+ Years
Location : Bengaluru
Work Mode : Hybrid (3 days in office)
Role Overview :
We are seeking a Lead Frontend Engineer to build and maintain responsive, cloud-based web applications. This role involves developing efficient user interfaces using React.js, collaborating closely with UX and backend teams, and ensuring high-quality code.
Key Responsibilities:
- Frontend Development: Create and maintain web applications using React.js, HTML, CSS, and JavaScript/TypeScript.
- Collaboration: Work with UX designers to deliver excellent user experiences and ensure seamless backend integration.
- Code Quality: Write clean, efficient, and maintainable code while staying updated with modern practices.
- Build & Deployment: Manage build pipelines with Jenkins, deploy to CDNs, and leverage GCP for scalable solutions.
- Technical Expertise: Implement JavaScript frameworks and libraries for web analytics and use Git for version control.
Requirements:
Technical Skills:
- Proficiency in React.js, HTML, CSS, JavaScript/TypeScript, and Node.js frameworks.
- Strong debugging and problem-solving skills.
- Exposure to RDBMS and SQL (preferred).
Soft Skills:
- Excellent communication and collaboration abilities.
- Leadership skills to guide and inspire a team of developers.
- Education: Bachelor's/Master’s in Computer Science or related fields.
Notice Period: 30 days preferred
Interview Process:
- Technical Round: Online technical assessment (1 hour).
- Face-to-Face Interview: In-person interview with the team at the Bengaluru office (3 hours).
- Final Round: Online interview with the CEO (30 minutes).
Additional Information:
- Candidates from Bengaluru or willing to relocate are preferred.
- F2F interview attendance on a weekday is mandatory.
Job Description | Buyer Consultant
About Company: Settlin, (founded 2016) has built an efficient platform for enabling and executing property transactions and
services. This is the most systematic approach to Real Estate consultancy, driven by high-end technology, built to cater every detail
of it. Settlin entered the real estate industry with a vision to disrupt the resale real estate market and to automate the whole process
and experience of buying a resale property by providing all the necessary information on one single platform. After a tremendous
success in the resale real estate segment we have recently ventured into the primary real estate vertical to help those who are looking
to buy a new property by suggesting them the right property from the plethora of projects across Bangalore.
To know more visit https://settlin.in
Basic Requirements:
Any Graduate/Post-Graduate with sales and consulting aptitude.
0-3 years of experience in sales/pre-sales/client onboarding/counseling/customer success management. Freshers can also
apply.
Good analytical and communication skills (English).
Quick learning ability, adaptability to changing business needs.
Willingness to challenge the status quo and achieve business results.
Key Responsibilities:
Tele consult incoming Buyers, assisting them throughout their property search.
Attend inbound requests and queries on selected units, scheduling/confirming site visits with trained team members for site
visits.
Understand the buyer's requirements, update all details in the portal, suggest best options, collect feedback, educate the
buyer on facts and real estate appreciations, and guide the buyer to a decision.
Moderate negotiations or forward interested buyer profiles to a team of experts for negotiations and settlements.
Target Expectations:
50 unique client visits and 1 deal every month is the basic productivity expected.
Minimum 300+ unique in-bound requests from buyers will be assigned monthly. It goes upto 700+ for performing and
capable candidates.
An average team member does 8+ deals in a quarter out of 900+ unique assigned in-bound requests. Star performers have
also achieved 20+ regularly.
Remuneration:
CTC: 3.6LPA to 4.8LPA plus incentives
Additional to above CTC, INR 35K - 45K+ (approximately per month average) incentives, is created on completion of 8+ deals in a
quarter. Part of it is paid in the same month, remaining is paid quarterly.
There is a component called Productivity Pay in the compensation structure.
For Eg. If your gross salary is 40k per month, INR 10500 would be assigned to productivity pay which will be paid on the closure of
certain basic targets (50 unique client visits and 1 deal).
Growth & Opportunities ahead:
The Buyers Consultant role also serves as the only funnel to the next upward role. All performing members in the above team, by
default earn the opportunity to move ahead to the Team Lead position. The eligibility for moving to the Team Lead role is consistent
performance for 8-12 months at the current position (measured in fixed automated indicators in CRM). There is no time limit on the
appraisal cycle and performers easily make it to the next level and beyond, within as less as 8-12 months, depending upon the
vacancies available.
Other Good to know details before applying:
1. Weekends (i.e. Saturday & Sundays) are working days. They are usually the most engaged days
2. First 2 months mandatory probation period with 1 paid leave allowed (apart from week-offs)
3. 6 days/week office. 1 day fixed week-off selected between Tuesday or Wednesday
4. General Office hours: 10.00 AM to 6.00 PM (Minimum 8 hours each work-day)
5. Total 30 days leaves in a year
Feel free to reach out if you have any questions or require further information. Good luck to all applicants!
Company Description
Web Glaze Services is an IT company based in New Delhi. We specialize in web development, digital marketing, print media, and app services. With over 8 years of experience, we have successfully delivered more than 500 websites and have expertise in SEO/SMO to help establish your brand. Our team of dedicated professionals is committed to providing top-quality IT services with 24/7 support.
Role Description
This is a full-time on-site role for a Sales Executive at Web Glaze Services. As a Sales Executive, your main responsibility will be to generate new leads and maintain relationships with existing clients. Specifically, you will focus on sales for our education portal, which includes calling and building relationships with schools and parents. Additionally, you will be responsible for meeting sales targets, conducting sales presentations, negotiating contracts, and providing excellent customer service. You will also be expected to analyze market trends to identify opportunities for growth and to develop strategies to improve sales performance.
Qualifications
- Minimum 1 to 2 years of proven experience in sales, preferably in the IT or education industry
- Excellent communication and interpersonal skills
- Strong negotiation and persuasion abilities
- Ability to build and maintain client relationships
- Knowledge of web development and digital marketing services
- Self-motivated with a results-driven approach
- Degree in Business Administration or related field
- Fluency in English and Hindi
Roles and Responsibilities
- Develop and revamp creative, eye-catching websites as per the client's needs.
- Work with project managers to discuss the desired website functionality and provide solutions.
- Integrate custom templates/themes into WordPress.
- Work with various WordPress third-party plugins (Like WooCommerce, Buddypress, Elementor, and others) and customize when required.
- Develop custom plugins and custom functionalities on top of Wordpress and WooCommerce.
Skills:
- Experience & Knowledge of WordPress Architecture, WooCommerce, Page Builder’s (like Elementor, Divi, Visual Composer etc), and other best practice solutions
- Experience & Knowledge of PHP, MySQL, HTML, CSS, Javascript/jQuery.
- Experience & Knowledge of child theme creation and customization as per designed based on the requirements
- Experience & Knowledge of WordPress plugin and Back-End functionality development
Need Excellent Communication skills
Location- Thane,Mumbai. (Work From Office Job)
Week off - Any 2 Rotational week off.
● Understanding of MVC design patterns
● At least 1 Year of Laravel, PHP experience is a must
● HTML 5, CSS 3, JavaScript, jQuery, Bootstrap
- You will be having an impact on our 1.7M users every day.
- You will be rolling out experiments and working closely with our product managers and design team to validate and build new features.
- Monitoring apps and fixing bugs for improving performance.
- Refactoring/Rewriting obsolete code to align with the new architecture.
- Design, build and maintain high performance, reusable, and reliable Kotlin code.
- Continuously discover, evaluate, and implement new technologies to maximize development efficiency Experience: 1- 5 yrs in android development
Expertise:
- Kotlin
- Live Data and other Android Jetpack components
- DI (Dagger/Hilt)
- Design patterns MVVM, MVI
- Multithreading (Coroutines)
- Offline Storage
- Remote data interaction via REST and JSON
Hands-on experience:
- Git
- CI/CD
- Third-party analytics like Amplitude, Clevertap, etc..
- Common third-party libraries and APIs like (Glide, retrofit...)
- Firebase products (FireStore/ RealTimeDB/ FCM..)
- Writing custom views
- Text-based UIs like notes, reader, etc..
- Publishing/Updating apps on Google Play and other stores (Huawei/Xiaomi...)
Good to have:
- Basic understanding of clean architecture.
- Simple data structure and algorithm understanding.
- Basic understanding of AWS services and products
- Strong design intuition and user empathy.
- Should be aware of future technologies in the Android ecosystem.
- You should be quick in understanding the hypothesis, and build the experiment and make it available to a user
- We prefer people who are highly experimental and willing to take risks.
- Experience in training or mentoring team members.
Do not apply if you are not:
- Ownership driven
- Curious in general
- Self-motivated
- Use to work in a chaotic environment
- Highly proactive
- Hate drinking and smoking will have a hard time here










