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Wealth Manager

Wealth Manager

Wealth Manager

at Fisdom

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

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

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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)

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)

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https://www.linkedin.com/talent/contract-chooser?contractId=223167528&;destUrl=https%3A%2F%2Fwww.linkedin.com%2Ftalent%2Fjob-posting%2Fonline%2Fdescription%3FjobId%3D3142586136">Edit job description

The ideal candidate will be responsible for finding and identifying leads through a variety of sources. Once leads identified, this candidate will reach out and meet with the business' decisions makers to better understand their business needs and how our product could help them.

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https://www.linkedin.com/talent/contract-chooser?contractId=223167528&;destUrl=https%3A%2F%2Fwww.linkedin.com%2Ftalent%2Fjob-posting%2Fonline%2Fdescription%3FjobId%3D3142586136">Edit job description

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+2 more

Experience : 6 Months - 1+ Year Job brief: We are looking for an QA for API testing who possesses a passion for pushing Web technologies to the limits. This QA will work with our team of talented engineers to design and build the next generation of our Web applications. Works closely with other app development and technical teams. As a QA engineer, you should review requirements, design specifications or stories to provide timely and meaningful feedback. You will work independently to create detailed, comprehensive and well-structured test plans and test cases. Our development strategy is agile, you will be working on improving features by testing them. Skills: Excellent with a strong technical background and strong communication skills. Experience in analyzing the middle tier technology problem solving skills and testing using REST API web services. Good understanding of Agile Methodology. Experience in raising bugs in JIRA and drive defect triage call Collaborate with testing, developers and architects on *collecting requirements payloads data for service testing and service virtualization. Understanding of STUB/Service virtualization. Understanding of any API testing tools like POSTMAN, Rest Client, Anypoint etc. Requirements: Hands on experience on REST ASSURED/JUnit framework for API testing. Hands on experience in any Java IDE (e.g. Eclipse). Hands on experience on GIT, JIRA. Good Understanding of REST API types (GET, PUT, POST, DELETE) an its working. Good understanding of HTTP, JSON protocol and syntax. Good understanding of Message Schema, RAML, Message Request-Response mechanism. Working experience in Agile methodology / SAFe with in-sprint automation. Good Exposure on Product Testing. Understanding of Test Management tool. Understanding of complete STLC.

Experience : 6 Months - 1+ Year Job brief: We are looking for an QA for API testing who possesses a passion for pushing Web technologies to the limits. This QA will work with our team of talented engineers to design and build the next generation of our Web applications. Works closely with other app development and technical teams. As a QA engineer, you should review requirements, design specifications or stories to provide timely and meaningful feedback. You will work independently to create detailed, comprehensive and well-structured test plans and test cases. Our development strategy is agile, you will be working on improving features by testing them. Skills: Excellent with a strong technical background and strong communication skills. Experience in analyzing the middle tier technology problem solving skills and testing using REST API web services. Good understanding of Agile Methodology. Experience in raising bugs in JIRA and drive defect triage call Collaborate with testing, developers and architects on *collecting requirements payloads data for service testing and service virtualization. Understanding of STUB/Service virtualization. Understanding of any API testing tools like POSTMAN, Rest Client, Anypoint etc. Requirements: Hands on experience on REST ASSURED/JUnit framework for API testing. Hands on experience in any Java IDE (e.g. Eclipse). Hands on experience on GIT, JIRA. Good Understanding of REST API types (GET, PUT, POST, DELETE) an its working. Good understanding of HTTP, JSON protocol and syntax. Good understanding of Message Schema, RAML, Message Request-Response mechanism. Working experience in Agile methodology / SAFe with in-sprint automation. Good Exposure on Product Testing. Understanding of Test Management tool. Understanding of complete STLC.

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PurpleRain

PHP Developer

4 recruiters

Yitzhak Vini Singh

Posted by Yitzhak Vini Singh

Bengaluru (Bangalore)

3 - 6 yrs

₹3L - ₹7L / yr

PHP

MySQL

Web API

GitHub

Laravel

+1 more

PurpleRain is a US headquartered 8+ year old close-knit, fully distributed bootstrapped and profitable product startup with a 50+ rock star team members who enjoy the challenge of solving hard problems together with inc 500 clients globally through our B2B SaaS products. We are a hybrid remote company, with inhouse teams in Bangalore, London and remote teams globally in 20+ countries where each employee works from home or a co-working space. Even though we're far away, we're in contact throughout the day in Slack, Basecamp and Zoom. We encourage continual education through weekly lunch and learns and taking courses to keep us ahead of the latest advancements with yearly retreats. Responsibilities: ● Design, develop and maintain Php Applications, Laravel based RESTful APIs for our Saas products. ● Developing with security, reliability and backwards compatibility in mind at all times. ● Excellent in data structures, algorithms & design patterns ● Work closely with all development teams to ensure the smooth delivery and integration of work. ● Identify the best tools, frameworks and processes for each task. ● Constantly improving code quality through the creation of unit/functional tests, automation and code reviews. ● Participating in team brainstorming sessions to contribute innovative and original ideas that shape our technology, algorithms and products. An Ideal Candidate will have: ● 4+ years of PHP experience in a variety of frameworks ● Expert understanding of Designing/developing APIs and Restful Architecture ● Expert understanding of consuming APIs (must have done this many times) ● Ability to learn new technologies and new business concepts quickly ● Experience with Pair programming ● Experience with Agile and Scrum methodologies ● Experience with AWS, Git, Jira and Atlassian toolset ● Understanding of the full software development process from wireframing, user ● Experience design, to QA and deployment ● Excellent communication skills (verbal/written) ● Should be comfortable communicating to team members across the globe ● Experience in working on a Saas product and scaling it ● Experience and exploration of other technologies such as Javascript / Blockchain etc. Note : Notice period should be 30 days or less.

PurpleRain is a US headquartered 8+ year old close-knit, fully distributed bootstrapped and profitable product startup with a 50+ rock star team members who enjoy the challenge of solving hard problems together with inc 500 clients globally through our B2B SaaS products. We are a hybrid remote company, with inhouse teams in Bangalore, London and remote teams globally in 20+ countries where each employee works from home or a co-working space. Even though we're far away, we're in contact throughout the day in Slack, Basecamp and Zoom. We encourage continual education through weekly lunch and learns and taking courses to keep us ahead of the latest advancements with yearly retreats. Responsibilities: ● Design, develop and maintain Php Applications, Laravel based RESTful APIs for our Saas products. ● Developing with security, reliability and backwards compatibility in mind at all times. ● Excellent in data structures, algorithms & design patterns ● Work closely with all development teams to ensure the smooth delivery and integration of work. ● Identify the best tools, frameworks and processes for each task. ● Constantly improving code quality through the creation of unit/functional tests, automation and code reviews. ● Participating in team brainstorming sessions to contribute innovative and original ideas that shape our technology, algorithms and products. An Ideal Candidate will have: ● 4+ years of PHP experience in a variety of frameworks ● Expert understanding of Designing/developing APIs and Restful Architecture ● Expert understanding of consuming APIs (must have done this many times) ● Ability to learn new technologies and new business concepts quickly ● Experience with Pair programming ● Experience with Agile and Scrum methodologies ● Experience with AWS, Git, Jira and Atlassian toolset ● Understanding of the full software development process from wireframing, user ● Experience design, to QA and deployment ● Excellent communication skills (verbal/written) ● Should be comfortable communicating to team members across the globe ● Experience in working on a Saas product and scaling it ● Experience and exploration of other technologies such as Javascript / Blockchain etc. Note : Notice period should be 30 days or less.

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IT Consultant

2 recruiters

Amrita Arora

Posted by Amrita Arora

NCR (Delhi | Gurgaon | Noida), Bengaluru (Bangalore)

1 - 3 yrs

₹3L - ₹4L / yr

Django

MongoDB

AngularJS (1.x)

About SigmaWay SigmaWay is a boutique Process Solutions, Analytics, Market Intelligence, IT Services and Training firm. Based out of USA and India, we are a group of consultants with diverse backgrounds, but a common goal – of adding “breakthrough value” to the client’s products and processes. We provide our customers with blended process solutions across the entire value chain of product development and service delivery About the Role We are looking for a software developer who's efficient in these skills: - Django - MongoDB - AngularJS Knowledge of PostgreSQL and deployment and interest in data science will be an addon. Starting with the ongoing project, you'll get an opportunity to create several software along with the team. While working on these projects, you'll not only get a space to use and improve your skills, but also, to take ownership of your work.

About SigmaWay SigmaWay is a boutique Process Solutions, Analytics, Market Intelligence, IT Services and Training firm. Based out of USA and India, we are a group of consultants with diverse backgrounds, but a common goal – of adding “breakthrough value” to the client’s products and processes. We provide our customers with blended process solutions across the entire value chain of product development and service delivery About the Role We are looking for a software developer who's efficient in these skills: - Django - MongoDB - AngularJS Knowledge of PostgreSQL and deployment and interest in data science will be an addon. Starting with the ongoing project, you'll get an opportunity to create several software along with the team. While working on these projects, you'll not only get a space to use and improve your skills, but also, to take ownership of your work.

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