Cutshort logo
Fisdom logo
Wealth Manager
Wealth Manager
Fisdom's logo

Wealth Manager

Agency job
3 - 12 yrs
₹15L - ₹15L / yr
Delhi, Mumbai, Bengaluru (Bangalore), Kolkata, Pune
Skills
Wealth management
Financial services

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

 

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

Read more
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
Companies hiring on Cutshort
companies logos

About Fisdom

Founded :
2015
Type :
Product
Size :
500-1000
Stage :
Raised funding

About

Fisdom is an extremely simple app to make smart investments. We at Fisdom have one goal in mind: Make your money work for you. That’s why we’re blending cutting-edge technology with personalized financial advice. We believe technology can change the investment advisory industry by making it more accessible, understandable, and quick. And we believe our proposition can change the nature of investment advice, making it completely transparent, objective, secure, and personal. We want to make your money work for you, regardless of your net worth or financial knowledge. We want to make investment advisory available to everyone. Sign up with us at www.fisdom.com or Call us on (+919642596425)

Read more

Connect with the team

Profile picture
Subash P

Company social profiles

linkedintwitterfacebook

Similar jobs

Qagile Services
at Qagile Services
1 recruiter
Radhika Chotai
Posted by Radhika Chotai
Remote only
3 - 5 yrs
₹3L - ₹5L / yr
skill iconFigma
Adobe Photoshop
canva
skill iconHTML/CSS
Graphic Designing
+1 more

I am looking for UI UX developer to build our CRM page

Partime only


Figma, Graphis, Adobe, CSS, HTML

Remote work


Read more
Novo
at Novo
2 recruiters
Viraj Bhavsar
Posted by Viraj Bhavsar
Ahmedabad, Gurugram, Bengaluru (Bangalore)
6 - 9 yrs
₹5L - ₹35L / yr
skill iconNodeJS (Node.js)
skill iconJavascript
MySQL
NOSQL Databases
skill iconMongoDB
+1 more

About the Role

  • Design, develop, test, deploy, maintain, and improve software and new user-facing features across Novo’s products and services.
  • Drive technical decisions on a multi-functional, Agile team alongside product management, product design, and engineering.
  • Optimize applications for maximum speed and scalability and analyze feedback from customers and internal teams to identify issues and improvement opportunities. 
  • Champion a passion for engineering best practices such as code quality, linting, and testing.
  • Ensure our software is reliable, extensible, maintainable, debuggable, secure, well-tested and performs well under load.
  • Mentor junior engineers in all aspects of planning, development and testing.
  • Stay engaged with latest technologies and evaluate strategies to keep the Novo technology stack up to date.

Requirements for the Role

  • 5+ years experience in a highly technical role at a hyper-growth startup or fast-paced company.
  • Extensive background designing, developing, testing, deploying, maintaining, and improving software.
  • Good understanding of Node.js & Javascript.
  • Demonstrated ability to translate business goals and initiatives into technical requirements.
  • Strong understanding of SQL database.
  • Demonstrable experience architecting scalable and cost effective solutions to ensure and support customer growth.
  • Experience mentoring junior engineers in all aspects of planning, development and testing.
  • Strong understanding of system design and architecture.
  • Interest in engaging with latest technologies and evaluating strategies to keep the Novo technology stack up to date.
  • Excellent written and verbal communication skills with the ability to collaborate with both technical and non-technical teams effectively.
Read more
Greenovative Energy Pvt Ltd
Remote only
3 - 8 yrs
₹5L - ₹10L / yr
Business-to-business sales
Technical sales

Job Description:

 

Role: Sales Engineer (Residential)

Exp Level: 3+ Yrs. In Sales

Education: Must be BE/B. Tech (Electrical/Electronics)

Location: Nagpur

Notice Period: Immediate Available/ 15 Days/ Serving NP or Max 30 Days NP.

Languages Known: Marathi, Hindi, English (Must be fluent)

Travel: Must be flexible in Travelling - 60% - 70%

Good Communication & Presentation Skills.

Excellent in handling multiple customers

 

Please Note: We are looking for sales candidates, those who have worked with various industries like (Steel, Cement, Mining, Automobile, Cement, Textile, Steel & Pharma)

 

Mandatory Requirements:

  • Required Enthusiastic & Passionate candidates with prior experience in sales 3 - 5 years
  • B.E. B. Tech Electronics/Electrical is mandatory.
  • Basic knowledge of ELECTRICAL POWER & ENERGY SYSTEMS is vital
  • Should be Proficient in Marathi, Hindi & English.
  • Dynamic Travelling will be integral part of Job, Candidate must be ready to travel as on required and ad-Hoc basis

 

Roles and Responsibilities:

  • Should be self-motivated, committed with good communication and possess management skills.
  • Identify organizations and individuals for new leads and potential new markets through networking and other approaches so to generate the revenue for the company.
  • Sales, Marketing & Business Development / Developing New clients in the target market
  • Mapping potential customer/industries via email or phone to establish rapport and set up meetings
  • Contacting potential clients Inquiry generation and offer / quotation submission.
  • Proven experience in offering products in line with application and closing sales
  • Work towards consistently achieving and exceeding monthly/quarterly/yearly sales target to ensure accomplishment of the overall company's target
  • Candidates must have experience in Sales in the electrical systems, industrial automation, Steel, Cement, Mining, Automobile, Cement, Textile, Steel & Pharma Negotiation & contract finalization with client.
  • Ability to analyse competitive environment and take necessary steps for improvement
  • Basic knowledge of ELECTRICAL POWER & ENERGY SYSTEMS is vital.
  • Explore overseas business opportunities and provide strategic insights for growth of the organization
  • Candidate from associated industry and having international business experience will be an added advantage
  • Develop and maintain good professional relationships with main accounts and strategic partners of company
  • Administer sales pipeline and improve opportunities for sales
  • The candidate must be a team player and assist other teams for successful completion of projects


Read more
Kintree Pvt Ltd
Bengaluru (Bangalore)
3 - 6 yrs
₹10L - ₹15L / yr
skill iconReact Native
skill iconAndroid Development
skill iconiOS App Development
Test driven development (TDD)
Unit testing
+2 more

What will you do? (but not limited to)

  • Design, develop, and maintain our mobile applications using either Flutter or React Native, ensuring high performance and responsiveness across both Android and iOS platforms.
  • Collaborate closely with the product and development teams to design and develop innovative features that align with our mission and user needs.
  • Write clean, maintainable, and efficient code that adheres to industry best practices, and conduct code reviews to uphold high-quality code.
  • Troubleshoot, debug, and upgrade the software to ensure optimal performance, security, quality, and responsiveness of applications.
  • Lead and mentor junior developers, fostering a culture of continuous learning, innovation, and improvement.
  • Drive architectural decisions and lead efforts to scale and improve our codebases.
  • Work closely with stakeholders to understand and address their needs, translating business requirements into technical solutions.


Who can apply?

  • Minimum 3 years of experience as a Mobile Application Developer with a proven track record in developing and deploying mobile applications for both Android and iOS platforms.
  • Proficiency in React Native, with a deep understanding of cross-platform mobile development and app architecture.
  • Strong knowledge of JavaScript (for React Native), and familiarity with native build tools, like XCode, Gradle, Android Studio, IntelliJ, and other IDEs.
  • Strong problem-solving skills, with an ability to think algorithmically and a keen eye for debugging and optimizing code.
  • Experience with app development languages such as Swift, Kotlin, or Objective-C and with utilizing RESTful APIs for backend integration.
  • Proficient understanding and utilizing code versioning tools, such as Bitbucket.
  • Experience in a startup environment and building products from scratch is highly preferred.
  • Excellent communication skills, with the ability to lead and inspire a team.
  • Strong project management skills, with experience in agile methodologies.
  • Demonstrated ability to make sound decisions based on a balance of data, experience, and judgment.


Read more
Rezo.AI
Aishwarya Srivastava
Posted by Aishwarya Srivastava
Noida
3 - 7 yrs
₹10L - ₹28L / yr
skill iconJava
J2EE
MySQL
Design patterns
SOLID
+5 more

About Us

Rezo.ai is an AI-Powered Contact Center that enables enterprises to enhance customer experience and boost revenue by automating and analyzing customer agent interactions across multiple channels including voice, email, chat/WhatsApp, and social, at the required scale, whilst training agents with minimal costs


How do we do it

Rezo’s AI-Powered contact center leverages groundbreaking technologies in AI, ML, ASR, NLP, RPA, and predictive intelligence to transform customer experience and reduce costs by automating, and analyzing customer-agent conversations across multiple channels including voice, email, chat/Whatsapp, and social media, whilst coaching them. 


What Makes You A Good Fit :

  • You are passionate about technology and software development
  • You are continuously experimenting and learning more
  • You love solving problems and digging into complex problems
  • You believe in taking decisions as close to the product and technical expertise as possible.
  • You believe in creativity, trying new things and learning from your mistakes.
  • You believe in sharing insights and helping one another to build an even better user plan.

Key Skills Required:

  • 3-8 years of Experience in Java Product Development.
  • Good understanding of MYSQL.
  • Practitioner of clean code and SOLID principles
  • Exposure to GIT and Maven
  • Good verbal and written communication skills
  • Understands different major language paradigms (Object Oriented and Functional)
  • Understanding and Experience with Multi-Threaded Applications
  • Prior Experience in a SAAS Product company is a Plus 
  • Experience with Managing Team is a plus

Educational Background:

  • Bachelor's/Master’s degree in Computer Science Engineering from Tier 1 College is a Plus.

Why You Should Join Rezo.AI

  • You will be surrounded by Passionate Team Members with Exposure to Product Building
  • You will be learning About various Product Development Cycles
  • Big Career Opportunities
  • Learning by doing
  • The Opportunity of Innovation
  • Recognition
  • Enhanced Responsibility and Team Management

Cultural fitment 

Work at the heart of AI and customer engagement.

If you are fascinated by AI and looking to work with the latest AI technologies, in a fast growing and flexible work environment with immense growth opportunities, come and join us.

Rezo is the place to be if you want to work in an atmosphere where you can do meaningful research, contribute to the platform, and grow fast.


Culture/Values

We believe that allowing employees to pursue their interests and challenge the existing quo only helps to make Rezo a successful workplace. To that end, we are committed to assisting our employees in enhancing the skills that are vital to their professional growth.


FOCUS, INTEGRITY, TEAMWORK, PASSION, INNOVATION


Why Us?

We are a fast-paced start-up with some of the best talents from diverse backgrounds. Working together to solve customer service problems. We believe a diverse workforce is a powerful multiplier of innovation and growth, which is key to providing our clients with the best possible service and our employees with the best possible career. Diversity makes us smarter, more competitive, and more innovative.


Visit our website: https://rezo.ai/">https://rezo.ai/ for more information

Read more
PopcornApps
at PopcornApps
1 recruiter
Bhagya Latha
Posted by Bhagya Latha
Hyderabad
2 - 6 yrs
₹3L - ₹10L / yr
Apex classes
controllers and triggers
webservices
Dear Resource, Greetings from PopcornApps !!! Here we have urgent requirement for Salesforce Developer. Please find the below skill set: 1. Salesforce.com Certified Force.com Developer preferred. 2. 2+ years of full-time experience with Salesforce.com. 3. Good experience with the Force.com developer toolkit - Apex Classes, Controllers and Triggers, Visualforce, AJAX Toolkit, Force.com IDE, Migration Tools, Web Services, SOQL. 4. Should have very good technical problem solving skills. 5. Excellent written and oral communication skills.
Read more
Auxesis Infotech
at Auxesis Infotech
2 recruiters
Auxesis Infotech
Posted by Auxesis Infotech
Remote, Delhi, Gurugram, Noida, Ghaziabad, Faridabad
1 - 5 yrs
₹3L - ₹8L / yr
skill iconPHP
skill iconLaravel
skill iconCodeIgniter

Are you an experienced, ambitious Software Developer looking for a challenging role where you can learn lots more?

We are looking for a motivated PHP Developer with skills in other PHP-based frameworks to come to join our fast-paced, fun, and rewarding agile team of professionals.

If you are passionate about technology, constantly seeking to learn and improve your skillset, then you are the type of person we are looking for!

We are offering superb career growth opportunities, great compensation, and benefits.

Software Developer duties and responsibilities

  • Experience with PHP MVC frameworks (Laravel, CodeIgniter, Zend, Drupal etc.)
  • Writing back-end code and building efficient PHP modules.
  • Developing back-end portals with an optimized database.
  • Troubleshooting application and code issues.
  • Troubleshoot, test, and maintain the core product software along with the databases to ensure strong functionality and optimization.
  • Contribute to all the software development phases.
  • Develop and deploy the latest features that facilitate the relevant tools and procedures if required.
  • Convey effectively with all task progress, evaluations, suggestions, schedules along with technical and process issues

Software Developer requirements and qualifications

  • 1+ years of experience as PHP Developer, Software Developer, Web Developer, or related roles.
  • Proficient in PHP, HTML5, JavaScript, JQuery Expert
  • Experience with PHP MVC frameworks (Laravel, CodeIgniter, Zend, Drupal etc.)
  • Experience in implementing the common 3rd party APIs such as Facebook, Google, etc.
  • Knowledge of developing web services will be preferred.
  • Should possess a passion for coding practices and best designs.
  • User authentication and authorization between multiple systems, servers, and environments
  • Experience with building restful JSON web services
  • Knowledge of APIs, such as Twitter, Facebook, Google maps, Instagram, etc.
  • Understanding of responsive design frameworks such as bootstrap


Perks & Benefits

  • Work from home / Hybrid working model 
  • 5 days working 
  • Leave compensations 
  • Flexible working hours 
  • Exposure to the international market 
  • Medical Insurance 
Read more
IT solutions specialized in Apps Lifecycle management. (MG1)
IT solutions specialized in Apps Lifecycle management. (MG1)
Agency job
via Multi Recruit by Ayub Pasha
Bengaluru (Bangalore)
4 - 5 yrs
₹8L - ₹10L / yr
skill iconJava
skill iconSpring Boot
Microservices
skill iconReact.js
skill iconJavascript
+2 more
  • Strong experience in Java Development
  • Deep expertise and hands-on experience with Web Applications
  • Experience in programming languages such as HTML, CSS, JavaScript, JQuery, React JS, and API.
  • Expertise in Java, Spring Boot is an added advantage.
  • Hands-on design experience with Web Services (REST, SOAP, etc ..).
  • Strong grasp of security principles.

Abilities:

  • Developer with  strong ability to develop web application using Java and ReactJS
  • Should be able to code, design, and implement
  • Maintain code integrity and organization

 

Read more
Coviam Technologies
at Coviam Technologies
4 recruiters
Chandana TK
Posted by Chandana TK
Bengaluru (Bangalore)
1 - 4 yrs
₹5L - ₹13L / yr
skill iconiOS App Development
skill iconSwift
Xcode
skill iconObjective C
TECHNICAL SKILLSET REQUIRED

Excellent OO programming skills in Swift
Knowledge of Common Cocoa touch design patterns, Storyboards, Auto layout & Multithreading
Strong analytical and debugging skills
Comfortable working through the entire iOS stack from UI and animations to network and storage
Excellent understating of all iOS Tools including: Xcode, Instruments, etc.

QUALIFICATION:
A Bachelor’s degree in Computer Science (or equivalent experience)
M-Tech or advanced degree a plus
Hackathon participation and accolades are a plus
Read more
Technology Solutions’ ,  ‘Managed Ops’ and “Scanner solution
Technology Solutions’ , ‘Managed Ops’ and “Scanner solution
Agency job
via Erflogs Consultant by Nandini Dhar
Bengaluru (Bangalore)
3 - 10 yrs
₹5L - ₹8L / yr
skill iconC#
ASP.NET
MVC Framework
Webforms
ASP.NET MVC
+1 more

Technical Skills to work with http://asp.net/">ASP.NET Web Forms(2) & MVC(1), Win Forms, WCF/Web API, C#, JavaScript & JQuery, Stored Procedures (SQL Server/MySQL), HTML, CSS, IIS

  1. Ability tounderstand requirements by reading Business Requirement Documents(BRD), Functional Requirement Documents(FSD)
  2. Capability to visualize and document functional requirements into technical implementations using technical documentation and unit test cases
  3. Ability to code technical implementations based approved technical designs
  4. White box testing (unit test)
  5. Ability to communicate regarding work related verbal and written
  6. Other required soft skills to work in a team.
  7. Ability to guide junior developers technically.
Read more
Why apply to jobs via Cutshort
people_solving_puzzle
Personalized job matches
Stop wasting time. Get matched with jobs that meet your skills, aspirations and preferences.
people_verifying_people
Verified hiring teams
See actual hiring teams, find common social connections or connect with them directly. No 3rd party agencies here.
ai_chip
Move faster with AI
We use AI to get you faster responses, recommendations and unmatched user experience.
21,01,133
Matches delivered
37,12,187
Network size
15,000
Companies hiring
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo
Get to hear about interesting companies hiring right now
Company logo
Company logo
Company logo
Company logo
Company logo
Linkedin iconFollow Cutshort
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
Companies hiring on Cutshort
companies logos