Wealth Manager
at An online fintech company, providing hasslefree investment.
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

Similar jobs
About Us:
We are not just an AD agency or a creative agency, we are a Communication Company. Founded in 2014, Moshi Moshi is a young, creative, gutsy, and committed communication company that wants its
clients to always Expect the EXTRA from it. Our primary clientele consists of Startups and corporations like Ola, Zoomcar, Mercedes Benz, ITC, Aditya Birla Group, TATA Group, MTV, IHCL, Jaquar, Sobha, Simple Energy, and Godrej amongst others. We have a huge team of creative folks, marketers, learners, developers, and coders who believe Moshi Moshi is an experience rather than a company.
Job Role - Graphic Designer - Branding
Experience Level - 1.5 to 2 years
Location - Bangalore
**Please attach your Behance/portfolio link, so that we can take up your candidature**
Job Overview:
● The job description is very simple and is just 2 worded: Visual Design.
● Design packaging, posters, banners, characters, websites, logos, typography, illustrations and whatever comes your way because we strongly believe that the designs can make or break a brand.
● Hands-on experience in Adobe Creative Suite and Sketch.
● Strong Understanding of Visual Communication principles.
● Ability to interpret client needs and design briefs into actionable designs.
● Excellent interpersonal and communication skills to collaborate with other team members and stakeholders.
Over the last 11 years, Moshi Moshi has worked with over 1000+ Brands across India and Abroad too.
We are looking for people who can keep the creative flame lit.
We are looking at people who have an entrepreneur attitude toward all the work he/she does.
Basically, His/her gut feeling about the design helps the client build a brand.
Key Responsibilities:
Project Planning & Coordination:
• Develop detailed project plans for product procurement and delivery of material to jobsite.
• Coordinate with internal teams (design, procurement, logistics, finance, etc.) and external vendors.
• Oversee multiple supply chain projects simultaneously, ensuring timelines and budgets are met.
Client & Stakeholder Communication:
• Serve as the main point of contact for hospitality clients throughout the project lifecycle.
• Provide regular updates to stakeholders on progress, risks, and milestones.
Vendor & Supplier Management:
• Collaborate with approved vendors to ensure timely production and quality compliance.
• Evaluate supplier performance and support procurement team in sourcing decisions.
Logistics & Delivery:
• Manage the scheduling of shipments and delivery to hotels, resorts, or restaurant properties.
• Monitor and resolve any issues related to shipping, customs clearance, or last-mile delivery.
Quality Control & Compliance:
• Ensure products meet required quality and brand standards.
• Adhere to safety, sustainability, and compliance regulations relevant to hospitality supply.
Budget Management:
• Track project costs and variances against budget forecasts.
• Support cost-saving initiatives and report financials as required.
Issuing Sales Orders and Purchase Orders:
• Coordinate with vendors and internal stakeholders to facilitate the issuance of sales orders and purchase orders for materials and services.
• Raising payment timely payment request.
Excel Skills:
• Utilize advanced Excel skills to manage project data, track expenses, and generate reports for analysis.
• Prepare and share expediting reports and project related reports and share with the stake holders.
Bid Revisions:
• Coordinate bid revisions with vendors and internal stakeholders to ensure alignment with project requirements and budget constraints.
• Prepare Change Orders and creating budget for same.
Project Documentation & Close Out Report
• Maintain comprehensive documentation of project activities, including contracts, purchase orders, and correspondence with vendors.
• Prepare project close out reports.
Qualifications:
• Bachelor's degree in architecture, civil engineering, construction management, or a related field.
• 3–5+ years of project management experience in hospitality, supply chain, procurement or site execution works in commercial or residential projects.
• PMP certification or equivalent is a plus.
• Knowledge of FF&E, OS&E, or hospitality procurement preferred.
Skills & Competencies:
• Strong organizational and time management skills.
• Proficiency in project management tools (e.g., MS Project, Monday.com, Asana).
• Excellent communication and negotiation skills.
• Analytical and problem-solving abilities.
• Ability to manage multiple projects under tight deadlines.
Requirements:
1. Background in Civil/Architecture/Interior Design: Bachelor’s degree or equivalent experience in a relevant field.
2. Excellent Communication Skills: Strong verbal and written communication skills in English, with the ability to interact effectively with internal teams and external vendors.
3. Interiors Experience: Previous experience in interior design projects, with a solid understanding of materials, finishes, and construction processes.
4. Estimation Experience: Proficiency in project estimation techniques, with the ability to accurately forecast costs and timelines.
5. Excel Skills: Advanced proficiency in Microsoft Excel, including functions, formulas, and data analysis tools.
6. Vendor Management: Demonstrated experience in coordinating with vendors, negotiating contracts, and resolving issues in a timely manner.
About the role:
We are seeking a highly motivated Senior Software Engineer with expertise in building scalable, extensible applications, identifying and addressing performance bottlenecks, collaborate with other team members to innovate current/new products; Identify, communicate and implement best practices for application engineering. Our engineering process is fully agile and has a really fast release cycles - which keeps our environment very energetic and fun.
What you’ll do:
- Architect, Design and build scalable applications.
- Work with Product Management teams to get maximum value out of existing data.
- Contribute to continual improvement by suggesting improvements software system.
- Ensure high scalability and performance
- You will advocate for good, clean, well-documented and performing code; define and follow standards and best practices for front-end development.
- Ability to deliver great results in an agile development
- Strong verbal and written communication skills
We’d love for you to have:
- Experience: 3-5 years of experience as a backend developer is required
- Education: B.Tech. in Computer Science from tier - 1 engineering colleges in India
- A self-starter who is passionate about problem solving across complex technology stack.
- Highly skilled back-end engineer using Object-Oriented programming preferably Java, exposure to open source libraries and frameworks.
- Strong knowledge and experience in REST based programming using Restlet framework.
- Ability and experience in evaluation and integration of third party systems and libraries.
- Experience in system architecture, data structures, algorithm design and their optimization.
- Passion for performance benchmarking and debugging.
- Strong knowledge of web standards (i.e. REST/SOAP) concepts
- Knowledge of version control (GIT) and databases (MySQL)
- Experience with the full software development lifecycle, design, develop, debug, document, and deliver (especially in a multiple location organization).
- Experience in Test-driven development.
About Job
HelloAR is actively seeking React JS developers with strong proficiency in Three.js to join our growing technical team.
Qualifications:
- Proficiency in modern JavaScript, including ES6 and promises.
- Previous experience with React.js in either a commercial setting or personal projects.
- Understanding of common browser APIs and recent HTTP protocol extensions relevant to frontend development.
- Familiarity with state management libraries such as Redux.
- Experience working with 3D libraries like Three.js.
- A problem solver who enjoys challenges and puzzles.
Responsibilities:
- Develop and maintain HelloAR's React applications.
- Create UI components based on provided designs.
- Produce reusable code and libraries for future use.
- Collaborate with team members and stakeholders.
- Contribute to team development and initiatives.
About HelloAR:
HelloAR is a Remote Presentation platform for physical products. Our platform empowers users to create immersive product catalogs, 3D product configurators, sales tools, e-commerce experiences, collaboration tools, and more. We offer well-designed APIs, a 3D design marketplace, a drag-and-drop admin tool, SDKs for various web and mobile platforms, SDKs for VR platforms, and out-of-the-box solutions that enable users to deliver exceptional product presentations to their customers.
Expectations for Our Engineers:
- Tackle challenging problems.
- Take pride in producing high-quality code.
- Display interest in Augmented Reality.
- Build simple yet powerful web applications.
- Embrace the unique challenges of working in a startup environment.
- Possess knowledge (or a willingness to learn) about 3D and computer graphics.
- Be open to experimentation, learning, and becoming experts in new languages and platforms.
- We are seeking developers who not only excel in programming but also have the ability to question specifications and propose better solutions for users.
• Familiarity with the https://asp.net/?fbclid=IwAR2E05CZKAc0ulAMVDXy-U1b4z5TNHMd32KluZKxPgDb7gWeN-3I3gJTRl4" target="_blank">ASP.NET framework, SQL Server and design/architectural patterns (e.g. Model-View-Controller (MVC))
• Extensive experience using MS SQL Server
• Knowledge of at least one of the .NET languages (e.g. C#, Visual Basic .NET) and HTML5/CSS3 and Java Script
• Familiarity with architecture styles/APIs (REST, RPC)
• Understanding of Agile methodologies
• Excellent troubleshooting and communication skills
• Any experience Microsoft TFS server would be advantage
- Must have at least 1 years experience in front-end development.
- Knowledge of Javascript /React Native / Redux .
- Loves writing code, actively experimenting along with learning new things.
- Passionate about Frontend Development and continually follow the platform & innovations.
- Have an eye for good UI/UX -Proficient with algorithms and data structures. -Keen on problem solving and able to perform in a start-up culture with challenging deadlines
What you bring to the table
- Education: Bachelor's degree in IT, computer science or related
- Experience: 5-9 years of relevant experience for SSE role
- Exposure to microservices, API management tools like Swagger
- Must have experience in working on Agile Scrum teams in the past and exposure to any of the Agile project management tools like Jira, Mingle, RTC, TFS etc.
- Proficient in application log analysis.
- Experience Java/JEE Development - especially EJB 2.1 / 3.0, JDBC
- Experience with application servers such as JBoss AS or IBM WAS is an advantage
- Experience in SQL programing using PostgreSQL / MySQL /Maria DB and JPA (Annotation Based)
- Knowledge of build tools such as Maven or Gradle and of continuous integration tools such as Jenkins, Nexus
- Basic knowledge of web services (SOAP or REST) and web technologies (HTML, CSS, JS)
- Basic knowledge of containers like Dockers, basic knowledge of cloud infrastructure
- Ability to interact and coordinate with employees at different levels, different groups, and different geographical locations within the company
- Ability to support multiple existing applications as well as work on building new ones
- Ability to provide accurate project estimates and make recommendations on specific technologies to use based on business requirements
- Good verbal and written Communication.
- Readiness for short term Domestic and International Travels
Preferred
- Industry knowledge with respect to payments systems and processing in the Debit/Credit and Account based payments (EFT Switching) from different channels like POS, ATM or ecommerce, Card Management System and Real Time Payment Systems.
- Exposure to the Interchange Interfaces like Visa Net, MasterCard, BankNet
- Exposure to Interchange Simulators and Mandates Management.
We are a fast growing Chennai-based startup (with venture funding) and clients like Swiggy!
We are here for the long run and are led by strong engineers with experience at top tier firms
and authors of Java Standards at Sun Microsystems
We're building an awesome enterprise product that is already transforming businesses across
the globe
We have raised investment, so this role will not vanish in a few months
Our mentors include the Vice Chairman of HCL Technologies, Chairman of Singapore Airlines,
Senior leaders from LinkedIn etc.
Other background information
We're looking for strong, passionate developers who want to join our team and grow
We move fast, and will make you an offer in a few days for the right person
The job location will be in Chennai (it is the SaaS capital of India)
Please only apply if you are open to moving to Chennai (or are already here)
This won't be a 10 - 6 job, but you will be given amazing responsibilities
You will learn a ton, have a lot of flexibility, and have fun while doing it!
Responsibilities
1. Own major parts of our tech stack, but primarily the Javascript work
2. Build cutting edge applications in Node.JS, React/Angular etc.
3. Work on new tech that we are already some of the leading users of (like Firebase)
4. Work closely with mobile team, UX and PM team to construct creative solutions
5. Develop reusable custom components that can be used across application at run time
6. Optimize, improve efficiency, scalability, stability of application
7. MUST BE reliable, and be able to communicate clearly
8. MUST BE able to own and deliver their own work within deadlines, professionally
Bonus Points for experience using Firebase, NoSQL, or building high-scale applications.
Job Perks
Daily breakfast
Nice Friday team lunches
Macbook
Informal work environment - without hierarchy
Stock options (in lakhs)
Stipend to attend conferences
Potential travel to Singapore
Notice period: less than 45 days.
CTC :No bar for right candidate.
5+ relevant experience.
Candidates comfortable to relocate at Chennai can apply.
Collegedunia Web Pvt. Ltd.
Collegedunia is India's Largest College Discovery Platform and Personal Admission assistant.
CollegeDunia ranks as country's third best education portal by Yahoo India & Business Standard. Collegedunia also featured in Inc42, Economics times, FirstPost, YourStory, and many more.
Designation: Product Analyst
What you’ll be doing:
• You’ll understand the customer requirements by carrying out user research.
• You’ll be creating a road-map from conceptualization to release.
• You’ll evaluate the market competition and position the product line to appeal to the user.
• Come up with a clear-cut business impact for every suggested feature.
What you’ll bring to the team:
• A passion for data and an exceptional ability to solve complex problems.
• Strong knowledge of SQL or Python.
• Hands-on experience in any of the wireframing products like draw.io, Adobe XD, Balsamiq, etc
• Appreciable know-how and experience in technology.
• Good team player
• Work independently under minimal direction with a strong work ethic.
• You’ll bring an established ability to work in cross-functional environments including working closely with sales, marketing, business management, customer support, and engineering teams.











