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
Subodh Popalwar
Software Engineer, Memorres
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EDUCATION & EXPERIENCE:
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Remotework
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Night Shift
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The purpose of the role is to implement and manage different Networking Project implementation for 22by7 customers. Preparing Plan of Action (PoA), Scope of Work (SoW), and implementation documents and submitting to customers.
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Project Implementation as per SoW
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Troubleshooting L1/L2/L3 tickets and submitting the RCA.
Responsible for documentation and reporting
Presenting the appropriate solutions at customer meetings.
Keeping well informed of general technical developments, company products and services.
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Perform all other role-related tasks as assigned.
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3 to 5 years of experience, out of which recent 3 years minimum on handson implementation of Aruba switches and wi-fi solutions
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Good understanding of OSI Model, TCP/IP protocol suite (IP, ARP, ICMP, TCP, UDP, SNMP, FTP, TFTP).. IP addressing & sub netting, Routing Concepts (OSPF, BGP), VLSM/CIDR
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Secondary Product suite- Cisco or Ruckus
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Education- Open
Diploma- Any Diploma
UG: Any Graduate - Any Specialization, B.Tech/B.E. - Any Specialization, Electrical, Electronics/Telecommunication, Diploma - Any Specialization
PG: Any Postgraduate - Any Specialization (Post Graduation Not mandatory)
CTC- As per the market standard
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Software Engineer, Memorres