Relationship & Wealth Manager

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, our client works with the largest and the most reputed investors.

Role: Sales/Relationship Manager

Location: Ahmedabad

Job Description:

• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients

• Responsible for managing HNI clients and acquiring new customers

• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios

Requirements:

• Graduate + MBAs

• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup

• Should be an aggressive, result-oriented & self-motivated professional

• Should have experience in handling HNI Client Acquisitions and Relationship Management & service

• Ability to engage clients in meaningful conversations about their finance

• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile

• Strong interpersonal skills with an ability to generate trust and confidence in clients

• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently

• Budget: Management of budget for Hardware Asset Management tools, services and staffing (permanent and temporary)
• Talent management: Permanent, contract, temporary and graduate trainees
• Matrix management: Management of staff with Hardware Asset Management responsibility in other business units
• Lead third-party Hardware Asset Management resources: Supervisory responsibility for third-party resources supporting Hardware Asset Management activity
• Financial: Oversight of spending on technology asset support, which includes hardware, software, cloud services, support, maintenance and hardware disposal
• Environment: Endpoints and edge devices, software and service asset vendors, on-premises data center assets, and cloud services
• Other: Liability management and remediation tracking

The IT asset manager will:

• Ensure that appropriate resources (people, tools, services) and processes are in place to gather and analyze data relating to technology asset life cycles and related processes.
• Promote and advocate the value of Hardware Asset Management to various leaders. This includes developing and promoting effective Hardware Asset Management strategies, policy, approaches and practices across the full range of digital technology assets used within the organization.
• Identify and report on breaches of Hardware Asset Management policy, and track remedial action.
• Report on (or develop reporting on) remediation of digital technology asset-related risks and progress of optimization activity.
• Ensure accurate and timely reporting, and that data completeness and quality issues are quickly identified and escalated to the responsible data or process owners.
• Gather data on and provide analysis of all activities that have an impact on the value, cost and risk of digital technology asset life cycles.
• Provide finance with the data to support the analysis of digital technology asset project and maintenance budgets and business cases.
• Assign responsibilities for sub disciplines, such as IT asset disposition (ITAD).
• Ensure that Hardware Asset Management -related tools and services are properly evaluated, selected, implemented, configured and maintained, with appropriate integration with other sources of organizational data.
• Provide access to technology asset data in support of essential activities required to support the effective running of the business.
• Manage the everyday functions of the core Hardware Asset Management team. This includes staffing, budgeting and other relevant management functions required to hold all IT and business stakeholders accountable for optimizing the cost, risk and benefit of digital technology assets throughout their life cycle.
• Managing the deployment and collection of devices and other hardware assets to the associates or offices.

The IT asset manager acts in a leadership role and must demonstrate the following leadership attributes:

• Strategic thinking — An understanding of strategic business objectives and the ability to develop a vision and strategy for Hardware Asset Management and execute it effectively in order to drive results toward those objectives
• Interpersonal skills — Proven ability to collaborate, build relationships and influence individuals at all levels in a matrix management environment (as well as external vendors and service providers) to ensure that segregation and overlapping roles are identified and coordinated
• Strategic relationship management — Includes working with vendors during compliance audits
• Strategic vision — Ability to sense emerging needs and drive change as Hardware Asset Management develops and matures to meet organizational and technology challenges

The Hardware asset manager must have the following skills:

• Strong communication skills with a proven ability to understand key business and technical concepts, and then effectively communicate these concepts with technical staff, business stakeholders and senior management
• Strong organizational skills, the ability to perform under pressure and to manage multiple priorities with competing demands for resources
• Strong analytical, data processing and problem-solving skills
• Proficiency in process formulation and improvement
• Ability to read and interrupt contracts to properly manage digital technology, which includes license and maintenance agreements
• Ability to manage the deployment and collection of devices and other hardware assets to the associates or offices in a large scale. Demonstrable experience of managing assets in hundreds of thousands will be required.

The Hardware asset manager must have in-depth knowledge and experience of the following:

• Technology asset life cycle (whether digital technology, information, financial or physical assets), best practice governance, tools and services
• Policy, process, and procedure development and implementation
• Technology contracts and their likely cost implications through the technology asset life cycle
• Engagement with sourcing, procurement and vendor management legal, tax and accountancy advisors for additional information
• Data processing, analysis and quality management tools
• Ability to manage effective deployment, collection and disposition of assets and managing the devices through its lifecycle

Additionally, an understanding of IT business continuity, cybersecurity, and integrated risk management and optimization methodologies is highly desirable, along with knowledge of IT management.

The following experience is considered essential:

• A management role, including engagement with sourcing, procurement and vendor management, business stakeholders and frontline operational IT staff
• Prior Hardware Asset Management roles (hardware or software) or demonstrable experience of working with IT asset management professionals to deliver Hardware Asset Management capability and improved business outcomes
• Atleast 16 years of experience with IT, enterprise asset management or information management
• Demonstrated leadership experience building cross-organizational consensus with exposure to technology providers and/or business clients
• Demonstrated experience in liaising with middle and senior management
• Experience with building business requirements for digital technology tools and services, developing business cases, and selecting solutions using RFP documentation and processes
• Experience leading system or tool implementations, with responsibility for verifying capabilities, outputs, dependencies and implementation scope
• Experience managing deployment, collection and disposition of assets in a large scale with globally distributed workforce.

The following experience is considered desirable, but not mandatory:

• 13+ years of experience working in the working in a large IT/ITeS organization
• 13+ years of experience in managing external IT service providers handling digital technology assets
• Experience with ServiceNow platform

This is a sensitive role dealing with commercial risks and significant costs. The organization must have a high level of confidence in the integrity and track record of the individual appointed to this role.

The following certifications are considered desirable, but not mandatory:

• ITIL v3 Foundation certification
• Certified IT Asset Manager
• COBIT 5 Foundation

• An undergraduate or postgraduate degree in finance, IT, engineering, business management or a related field
• Tertiary qualifications in financial accounting, project management or data analysis, or a legal or paralegal qualification that includes contract, copyright or intellectual property law are preferred

Role - VP - Wealth Management

Location - HSR Layout, Bengaluru

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth management platform, added over 100 products to it, and earned the trust of thousands of investors. In our latest round of funding, we have raised capital of USD 7.5 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.

We are looking for confident professionals with -

• Preferably 3+ years of experience in selling financial products
• Experience in banks, securities, or wealth management firms
• Entrepreneurial mindset with a strong client network.

WHAT is the job?

Manage client’s wealth by -

• Cultivating a relationship and understanding their financial needs
• Recommending products from the platform.

WHAT we offer?

We will treat you like an entrepreneur. This is a role of limitless growth potential with the freedom to do your best work and without any cap on your earnings.

Compensation Structure -

• Hit revenue of 2x your CTC. After that, take home 50% of any additional revenue as incentive.
• No product quotas, incentive docking, T&C, or surprises.

  
  Hear from our Wealth Managers

  "My customers appreciate that everything is online, be it KYC, Customer Support, or Portfolio tracking."
  
  

  Sai Prasanth Nomula

  Ex-ICICI Securities

Job description:

A team player who has operational and order processing knowledge of Mutual Funds, IPO, NCDs, SGB, NCD etc. The role demands for TAT based working, teamwork, follow up with RTAs & AMCs for internal & external client’s query. The role requires good command over excel and MIS.

Requirement / Desired Skills:

• Mutual Funds operational Knowledge, Order Processing flow with BSE Star MF
• IPO Operational and order processing knowledge.
• Adapt at Excel to work on reports and provide required MIS whenever required.
• Good written and verbal communication skills specially in English

Peacock Engineering Ltd is a Gold-accredited IBM Premier Business Partner which has amassed over 300 person years of experience implementing business critical EAM (Enterprise Asset Management) solutions across a range of industries such as oil & gas, pharmaceuticals, utilities, facilities management, transport, and power generation. 

Peacock Engineering Ltd specialise in providing consultancy services and support for the IBM Maximo EAM software product and maintain a pool of highly experienced and capable consultants fully conversant with IBM Maximo and its functionality, capabilities, and opportunities for customisation to meet business need. 

Peacock Engineering’s Technical Services team is now looking for an IBM Maximo Technical Professional to support the growing demand for Maximo enterprise asset management solutions, working from our office in Bangalore.

• Technical expert in IBM Maximo EAM technology.
• Should be well versed in MBO customizations for Maximo 7.x version.
• Advanced JAVA, SQL knowledge.
• Maximo building and deploying to various instances.
• Business process management using workflow design and management.
• Expert Knowledge of Maximo Integration Framework (MIF).
• Provide technical services over the entire lifecycle of a project.
• communication skills (verbal and written) possess the ability to multi-task.
• Maximo installations and upgrade work experience
• Participate in solution architecture design.
• Perform application and solution development to meet project requirements.
• Develop and document detailed technical designs to meet business requirements.
• Manage multiple technical environments and support the development and testing processes.
• Lead or assist in data conversion and migration efforts.
• Configure Maximo and assist in the development of interfaces to external systems.
• Identify areas of customization and optimization and provide solutions that meet the business requirements.
• Conduct system testing, as necessary.

Skill Requirements - Essential:

• Tech. in Computer Science, Engineering or Business-related field and/or equivalent work experience.
• Strong Maximo technical knowledge required to help execute numerous projects.
• Minimum eight (8) years of work experience in a technical position with the implementation and utilization of fully integrated enterprise asset management system.
• Proficient to convert functional requirements into technical specifications, and configure, tailor and or customize the solutions including building interfaces.
• Ability to create and update advanced technical documentation.
• Strong communication skills and the ability to work well in a project team environment.
• Drafting/Reviewing Functional Specifications
• Drafting/Reviewing Technical Specifications

Skill Requirements - Preferable:

• To bring industry knowledge world class capabilities innovation and cutting-edge technology to our clients in the Resources industry to deliver business value.
• To work with leading Resources client’s major customers and suppliers to develop and execute projects and reliability strategies.
• To harness extensive knowledge combined with an integrated suite of methods people and assets to deliver sustainable long-term solution.
• IBM Maximo 7.x certification

• Professional and committed, with a disciplined approach to work.
• Motivated and driven by finding and providing solutions to problems.
• Polite, tactful, helpful, empathic nature, able to deliver to the needs of customers.
• Has respect for others and their views.
• Technology minded and focused, enthusiastic about technologies.
• Analytical, able to raise from the detail and see the bigger picture.
• Dedicated to continually updating and upgrading own knowledge.
• Carries a mind-set of continuous improvement, constantly looking for better and more efficient ways of doing things.
• Values quality at the centre of all things in work.

Due to considerable amount of virtual working and interaction with colleagues and customers in different physical locations internationally, it is essential that the successful applicant has the drive and ethic to succeed working in small teams physically but in larger efforts virtually.  Self-drive to communicate constantly using web collaboration and video conferencing is essential.

As an employee, you will be encouraged to continually develop your capability & attain certifications to reflect your growth as an individual.

Position Summary:

The Oracle EDM/DRM Associate is responsible for delivery of Oracle Enterprise Data Management Cloud (EDM) and Data Relationship Management (DRM) consulting projects and shows a demonstrated propensity of technical and functional proficiency in the design and development of enterprise-wide master data applications. 

The Oracle EDM/DRM Associate will also:

• Build and deploy master data solutions for Huron client engagements
• Build and deploy data governance procedures for Huron client engagements
• Work effectively on a team with Huron leadership and peers as well as client personnel

Qualifications:

• 1-6 years of design, implementation, and support of master data management applications and familiarity with ERP/EPM/BI applications
• Bachelor's Degree in Computer Science/Management, Information Systems, Business Administration or equivalent
• Experience with Oracle Enterprise Data Management (EDM) or Oracle Data Relationship Management/Data Relationship Governance (DRM/DRG)
• Familiarity with Oracle ERP, EPM or BI applications and Oracle integration methodologies
• Knowledge of business workflows and change processes
• Knowledge of data governance concepts and master data management best practices

Additional Preferred Skill Requirements:

• Has successfully participated in large-scale MDM and Enterprise Performance Management or Enterprise Resource Planning solutions
• Has experience working with REST APIs, Oracle Data Management (Cloud/FDMEE), Oracle Integration Cloud (OIC), PowerShell, Groovy
• Has strong presentation and collaborative skills and can communicate all aspects of the job requirements, including the creation of formal documentation/deliverables
• Excellent analytical and problem-solving skills
• Excellent organizational, time-management, and communication skills

Designation/Role : Wealth Manager

Location : WFH

Working Days : 5 Days

Experience: 2 to 5 year(s)

Qualification : Any Graduation

A Wealth Manager is required to interact with customers for the most part of his/her day. The job also requires thorough financial and alternative investment sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are:

Excellent people management skills |  Client-driven with a strong focus on the quality of service

Strong interpersonal communication skills | An excellent understanding of financial planning, wealth management, Alternative investment & understanding client needs | Ability to analyse and research information | Ability to explain complex information clearly and simply

Responsibilities: 

• Excellent people management skills 
• Client-driven with a strong focus on the quality of service.
• Strong interpersonal communication skills.
• An excellent understanding of financial planning, wealth management, Alternative investment & understanding client needs. 
• Ability to analyse and research information 
• Ability to explain complex information clearly and simply

Requirements :

• Proven track record in call handling both inbound & outbound
• Must have B2C experience
• Must have basic knowledge of business financial products
• Strong phone presence and experience dialing dozens of calls per day
• Excellent verbal and written communications skills
• Strong listening and presentation skills
• Ability to multitask, prioritize, and manage time effectively
• Prior work experience is Financial organisation preferred