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
Full Stack Developer - Averlon
Similar jobs
React.js
Angular (2+)
JavascriptJob Title: Frontend Developer (Angular)
Location: Mumbai
Experience: 5–12 Years
Role Overview
We are seeking an experienced Angular Developer with strong expertise in modern frontend technologies to build scalable, high-performance web applications. The ideal candidate will have deep experience in Angular, TypeScript, RxJs, ngRx, and a strong focus on unit testing and code quality.
Key Responsibilities
- Develop and maintain complex web applications using Angular (latest versions)
- Write clean, scalable, and maintainable code using TypeScript
- Implement reactive programming patterns using RxJs
- Manage application state effectively using ngRx (Store, Effects, Reducers)
- Design and implement reusable, performant UI components
- Ensure high code quality through unit testing (Jasmine/Karma or similar)
- Collaborate with backend teams, UX designers, and product stakeholders
- Optimize applications for maximum performance and scalability
- Participate in code reviews, architecture discussions, and technical decision-making
- Troubleshoot and debug complex application issues
Required Skills
- Strong experience with Angular (v10 or above preferred)
- Proficiency in TypeScript, JavaScript (ES6+)
- Hands-on expertise in RxJs (Observables, Operators, Subjects)
- Solid understanding of ngRx architecture and state management concepts
- Experience in Unit Testing frameworks (Jasmine, Karma, Jest, etc.)
- Knowledge of REST APIs and integration
- Familiarity with HTML5, CSS3, SCSS, and responsive design
- Understanding of frontend performance optimization techniques
- Experience with Git/version control systems
Preferred Qualifications
- Experience with CI/CD pipelines
- Exposure to micro-frontend architecture
- Knowledge of Agile/Scrum methodologies
- Familiarity with AWS/Azure or cloud-based deployments
- Strong problem-solving and analytical skills
Behavioral Competencies
- Strong communication and collaboration skills
- Ability to mentor junior developers
- Ownership mindset and attention to detail
- Adaptability in a fast-paced environment
React.js
NextJs (Next.js)Strong Full-Stack/Frontend Developer Profiles
Mandatory (Experience 1): Must have 4+ years of hands-on experience in software development.
Mandatory (Experience 2): Must have 2+ years of frontend development experience with React.js, HTML5, CSS3, JavaScript (ES6+);
Mandatory (Experience 3): Must have 6 months+ experience of backend development with any backend language (Project will also work)
Preferred (Experience) – Exposure to GCP/AWS/DevOps and cloud-native development
We are looking for creative and confident interns to join our content team! If you enjoy telling stories, and creating engaging marketing/ educational/awareness content this opportunity is for you.
Selected intern's day-to-day responsibilities include:
1. Conduct market and topic research to create relevant content
2. Make Presentations, Create Excel sheets, Write Scripts for videos etc.
3. Record and deliver high-quality video with basic editing for YouTube, Instagram and other platforms
4. Collaborate with our team and take feedback for revisions and improvements
Who can apply
Only those candidates can apply who:
1. are available for the work from home job/internship
2. can start the work from home job/internship between 8th Jun'25 and 13th Jul'25
3. are available for duration of 3 months
4. have relevant skills and interests
* Women wanting to start/restart their career can also apply.
Other requirements
1. Access to a personal laptop with reliable internet connectivity
2. Prior experience is not mandatory — we value enthusiasm and a willingness to learn over expertise
Job brief:-
We are looking for an HR Executive to manage our company’s recruiting, learning and development and employee performance programs.
HR Executive responsibilities include creating referral programs, updating HR policies and overseeing our hiring processes. To be successful in this role, you should have an extensive background in Human Resources departments and thorough knowledge of labor legislation.
Ultimately, you will make strategic decisions for our company so that we hire, develop and retain qualified employees.
Responsibilities
- Design compensation and benefits packages
- Implement performance review procedures (e.g. quarterly/annual and 360° evaluations)
- Develop fair HR policies and ensure employees understand and comply with them
- Implement effective sourcing, screening and interviewing techniques
- Assess training needs and coordinate learning and development initiatives for all employees
- Monitor HR department’s budget
- Act as the point of contact regarding labor legislation issues
- Manage employees’ grievances
- Create and run referral bonus programs
- Review current HR technology and recommend more effective software (including HRIS and ATS)
- Measure employee retention and turnover rates
- Oversee daily operations of the HR department
Requirements and skills
- Proven work experience as an HR Executive.
- Familiarity with Human Resources Management Systems and Applicant Tracking Systems
- Experience with full-cycle recruiting
- Good knowledge of labor legislation (particularly employment contracts, employee leaves and insurance)
- Demonstrable leadership abilities
- Solid communication skills
Scrum Master(BA)
· Working with customers and product manager to prioritize and validate requirements.
· Coordinate with the work efforts of 8+ person team for various projects and help team complete tasks successfully and on-time and resolved obstacles encountered by team members.
· Should Coordinate and participate in weekly estimation meetings to provide high-level estimates (Story Points) for backlog items.
· Develop the crucial functional requirement specifications, creating detailed use cases and process flow diagrams to support functional specifications.
· Facilitate Daily Scrum Meetings and Monthly Reviews meetings. Conduct sprint retrospective and followed up on action items for continuous improvement.
· Prepare extensive cost - benefit analysis to support system and process changes
· Meticulously analyze complex data, staffing plans and variances to recommend solutions to improve revenue per call and customer satisfaction/retention
· Should be Responsible for two Agile Scrum teams
· Should be able to guide three development teams through transition from waterfall to Agile development.
· Coach the team members on Agile processes and facilitate planning meetings and retrospectives. Maintained task board and produced daily burndown charts.
· Remove impediments and protect team members from interruptions and distractions to maximize productivity.
· Work closely with Product Owners, coordinating product backlog grooming and story.
· Generate test plans work instructions and procedures from client requirements and industry standards.
· Interface with stake holders and facilitate communication between client and the IT department.
· Prepare use case documents and utilized JIRA to create UML diagrams including use case, activity and class diagrams to extract business process flows and workflows, thereby assisting development and quality assurance teams in understanding the requirements.
· Work on a team environment to finalize use cases to develop functional and detail design specifications of the application.
· Participate in JAD sessions for requirement, feasibility and risk analysis with various stakeholders, including designers, developers, QA and management to identify critical and high risk areas of the application.
· Collaborate with the QA team in reviewing and validating test plans and test cases, ensuring that the final application catered to the user requirements.
· Develop a user acceptance test plan and test case scenarios to guide a select group of key end-users in testing the user interface and functionality of the application.
· Examine and evaluate testing fixtures and procedures for appropriateness in the specific requirements.
· Conduct 5+ levels of testing including functional, regression, user acceptance, integration and performance to verify the client’s needs are met.
· Should be able to Communicate client’s business requirements by constructing easy-to-understand data and process models.
Incumbent with the relevant experience of 2+ years as a SharePoint Developer with the given skills below:
- Understanding of MS cloud services.
- Experience in developing applications for SharePoint Online, and Office 365. Proficient in building custom solutions on SharePoint Online.
- Experience in SharePoint Framework (SPFx), ReactJS, and Typescript.
- Experience in power platforms like Power Automate & Power BI.
- Good knowledge of SharePoint Online and SharePoint On-premise.
- Strong skills in HTML, CSS, Javascript, and JQuery.
- Familiarity with SharePoint "Out of the Box" features.
- An understanding of SharePoint Designer, workflows, and Powershell script.
- High-level coding skills
- Knowledge of migration from on-premise to O365 migration
Byju’s, Ola Cabs, Dunzo, Swiggy, Zomato, Uber.
What is common across all of these shining stars of Indian Startup World? They are the most valued startups of the country. True. They are Unicorns or Soonicorns. That’s also true. They are changing the game and consumer behavior in their respective segments. Correct!
But there is one small detail common across these. CupShup was fortunate enough to partner with all of these brands during nascent/early stages of their journey and we are still helping them reach their audience pan India!
CupShup, a 7 year old RoI-focused growth partner to startups and brands like HUL, Marico, SBI, ICICI, have been a major contributor in scaling the biggest names in the startup world. We are proud to contribute in our small way in taking these brands to its target audience in an innovative way and make a name for ourselves to rely upon in the process. We are a 200 member team spread across 12 cities of the country which specializes in scaling up the brands quickly. CupShup is a 360 degree growth partner with offerings across Creative, Digital and Offline marketing that provides a seamless planning, marketing budget allocation and execution to reach brand goals. CupShup has helped more than 300 brands scale up to its potential across the country and currently we are scaling up a cohort of 45 brands.
We need more hands on the deck! People who are fascinated by the entrepreneurial zeal that has gripped our country and hustle that goes behind the scenes. If you are a hustler who wants to understand and be part of the sea change that India is witnessing and wants to be a part of a dynamic team.
CupShup is on a mission to brew innovation and delight all stakeholders, i.e., Clients, Employees, and Partners by creating value at each stage of their journey. Join us to create the tomorrow that we all will be proud of. Let’s brew Innovation!
Experience: fresher to 2 years.
Great spoken and written english. Knows how to research.
Understands the basics of SEO writing. Has a flair for writing articles focused on brands and creators.
Customer Service Manager
We are seeking applications to work remotely from India with experienced bachelor and above qualified professionals with proven and successful experience in a similar role, ideally in a corporate accounting environment with exposure to wide range of clients.
Friendly, diligent and with great communication skills, Client Services Officer (freelancer) need to meet deadlines and deliver outstanding customer service for an Australian based accounting firm.
MUST REQUIREMENTS
- Excellent level of English communication skills in writing, and speaking
- 5-10 years customer service experience in corporate business environment
- Minimum bachelor degree or above in business related discipline ( Accounting, Commerce, Finance, Business Administration)
TASKS INCLUDE
- Handling client calls and emails, responding in a timely manner.
- Preparing Statements of Advice.
- Preparing documentation for meetings.
- Lodging applications and preparing submissions for new business.
- Liaising with internal teams and colleagues to resolve problems and find solutions.
- Creating and maintaining client files.
- Liaising with financial institutions on behalf of clients.
- Giving technical support to clients on bespoke software, if they are using it at home.
- Processing client orders, such as new company formations, trusts or self-managed superannuation funds.
- Assessing client budgets and creating financial plans.
ROLE REQUIREMENTS
- Excellent level of English communication skills in writing, and speaking
- Must have customer service experience
- High time management and organisational skills
- Has Microsoft office experience
- Excellent telephone manner
- Preferable experience in a similar position
- Must have administration experience
- A passion for great customer service
- Reception/administration experience
- Ability to time manage a variety of tasks
- High attention to detail
Django
Python
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon