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

About Fisdom
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)
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Who are we :
Trendlyne is a funded, profitable products startup in the financial markets space. We have cutting-edge analytics products built for Indian and US customers, for stock markets and mutual funds.
Our founders are IIT + IIM graduates, with strong tech and marketing experience. We have top finance and management experts on the Board of Directors.
What do we do :
We build powerful analytics in the US and Indian stock market space that are best in class. Organic growth in B2B and B2C products have already made the company profitable. We deliver 1 billion+ APIs every month to B2B customers, and have a B2C website and app.
Tech Stack :
- Python (Django / Flask / FastAPI )
- PostgreSQL / MySQL
- Redis / caching systems
- REST APIs
Job Responsibilities :
- Develop and maintain scalable, robust backend systems using Python frameworks.
- Work closely with product managers and other cross-functional teams to help define, scope, and deliver world-class products and high-quality features addressing key user needs.
- Translate requirements into system architecture and implement code while considering performance issues of dealing with billions of rows of data and serving millions of API requests every hour.
- Ability to take full ownership of the software development lifecycle from requirement to release.
- Writing and maintaining clear technical documentation enabling other engineers to step in and deliver efficiently.
- Embrace design and code reviews to deliver quality code.
- Play a key role in taking Trendlyne to the next level as a world-class engineering team
- Develop and iterate on best practices for the development team, ensuring adherence through code reviews.
- As part of the core team, you will be working on cutting-edge technologies like AI products, online backtesting, data visualization, and machine learning.
- Proficient understanding of the performance of web and mobile applications.
Job Requirements :
- 1+ years of experience with Python and Django / Flask / FastAPI.
- Good knowledge of APIs, databases, and system performance.
- Strong understanding of relational databases like PostgreSQL or MySQL and Redis.
- Ownership mindset: you build, ship, and improve.
- (Optional): Experience with web front-end technologies such as JavaScript, HTML, and CSS
2–4 years of hands-on experience managing Google Ads and Meta Ads campaigns for D2C or consumer brands.
Strong command of Google Ads Manager, Facebook Business Manager, and Google Analytics (GA4).
Experience in Shopify/landing page integrations and performance tracking tools like Hotjar, Mixpanel, or similar is a plus.
Proven ability to analyze campaign data and draw actionable insights.
Strong creative instincts with the ability to brief and collaborate with design/content teams.
Experience working in a startup, D2C brand, or digital agency environment preferred.
Bachelor's degree in Marketing, Advertising, Business, or a related field.
Technical Skills Required:
- Frontend: Proficiency in HTML, CSS, JavaScript, and frameworks like React.js or Vue js.
- Backend: Hands-on experience with Node.js, PHP, or along with frameworks like Express.
- Database: Experience with relational databases like MySQL, PostgreSQL,
- Version Control: Familiarity with Git and Git-based workflows.
- Understanding of RESTful APIs and integration with third-party services.
- Basic knowledge of DevOps practices, CI/CD pipelines, and cloud platforms is a plus.
Qualifications:
- Bachelor’s degree in Computer Science, IT, or a related field.
- Proven experience working on full-stack development projects.
- Strong problem-solving and analytical skills.
Years of Experience required: 4 years (Min)
Mandatory:-
· At least 3 years of experience in database or BI developer role
· Microsoft accreditation(s) preferred
· Proficient at design and development of ETL using MS SQL Integration Services (SSIS)
· Experience with common ETL Design Patterns
· Proficient at writing T-SQL, stored procedures and functions
· Proficient with analysis of data quality and data profiling
· Experience with writing technical documentation and communicating database design
· Experience working with an Agile team to create and develop operational processes and software
· Experience developing ETL of OLTP data for analytical/BI reporting; ability to perform as OLTP DBA is a plus
· Proficient in Excel BI Tools, XML, JSON and Version Control Systems (TFS experience is a plus)
· Experience in OLAP schema modeling for DWH
· Tableau desktop and Server experience is a plus.
Experience in TeleSales, Telemarketing, B2B Sales, B2C Sales.
● Good Communication Skills
● Good Convincing Skills
● Flexible with working days and times
Communication: Excellent communication skills in English and/or any regional language(
Hindi, Marathi, Malayalam, Tamil, Gujarati)
● Agility: Ability to change according to business requirements.
● Motivation: Demonstrate a positive, ‘can-do’ attitude. Willing to roll up your sleeves and
● get things done.
● Data-driven: Keen interest in analyzing performance data and transforming it into actionable
strategies.
● Growth-driven: Keen to grow as an individual
- A minimum of 4-5 years of work experience in software development/engineering projects
- High proficiency in Python language programming (Basic & Advanced)
- Proficiency in web-based development (HTML, Javascript, Flask Python Microframework)
- Proficiency in Linux bash scripting; Windows batch scripting
- Experience in interfacing python tools with relational databases – At least 2 of these (MySQL, Oracle, SQL Server, Postgress)
- Experience with software configuration management tools: git (preferred); Rational Clear Case or SVN-Subversion
- Project experience in Microsoft Office tools automation (Excel/VBA, Outlook, ODBC)
- Result oriented with a focus on product quality and customer satisfaction
- Team player, open communication, and ability to work with the international team
- Excellent Communication skills
- Good knowledge of 5G & LTE network architecture and network optimization - Optional
Job Description
Company Background
Workplace Fabric (WF) is focused on using Technology to create the most efficient and effective working environments. Using patented sensor technology, data analytics and innovative displays WF helps office users get the best out of their workspace while enabling a business to fully understand the utilisation of an office building.
Most customers are seeing how >20% savings can be achieved as well as creating a much improved working environment for staff and reduced service cost. The business has installations in 50 cities around the world with major blue-chip companies as customers. The business has a cash generative business model and is set for accelerated growth; a very exciting time to join a rapidly growing company.
Overview
The exciting opportunity has become available as a result of company growth and opportunities. The Technical Customer Service position will be working with a friendly professional team and the ideal candidate will provide technical support to clients located worldwide.
To provide training and support for clients who experience issues with equipment, compile clear guides for client and review data trends from the system, carry out root cause analysis when technical issues arise and provide necessary guidance to achieve resolution.
Supporting clients with their requests in relation to their Freespace products and solutions, carry out training sessions on products and analytics dashboard along with return to work solutions.
The Role
- Training clients on products, services, applications, maintenance & analytics dashboard
- Understand client requirements/issues & presents solutions as necessary
- To action ticket requests within Service Level Agreement & clearly articulate updates to clients
- Always looking at ways to improve internal systems and processes
- Prepare client quotes for additional services or products & issue invoices
- Review information and act upon findings
- To be involved in technical discussions in relation to Routers, Access Points, Wifi & Internet connectivity issues
- Interpret and manipulate data
- Prepare documentation to share with clients following site visit
- Facilitate client meetings, sharing information and training
- To understand the functionality of all the Freespace products to support client with their needs
- Carry out any reasonable ad-hoc requests
Working Hours
2: 30AM to 10:30AM IST – Monday to Friday
On call support (only for critical issues) – Alternate weekend
The Person
- Positive can-do attitude, good manner with initiative
- Technical understanding in relation PCs, Networking, Displays, Wireless
- Customer focused & excellent communication skills are essential
- Ability to make decisions, compile reports based on data analytics
- Able to work fast and solve problems under pressure at times of high workload and competing priorities
- Remain focused, composed, optimistic and flexible in difficult situations; resilient and bounces back from failures or disappointments
- Focuses on results and desired outcomes and how best to achieve them
- Comfortable working with ambiguity & to question to gain full understanding
- Displays an ongoing commitment to learning and self-improvement
- A willing and helpful person who thrives on providing support for the team to achieve their goals
Qualification/skills
- Basic knowledge of PCs, Networking, Displays, Wireless
- Validating analytics data
- Discretion with confidential client information
- 3+ years customer service experience within a technical industry
- To have an interest in the build environment or architecture
- A Financial background is desirable
- Proficient in Microsoft Excel & Word is essential
- Excellent communication skills – presentation, written and verbal
- Ability to prioritise workload and problem solve
- Good research skills and attention to detail
● Experience Level: Min 2+ years
● Experience working with Nodejs/any JS framework, operating blockchain nodes especially in
Ethereum.
● Knowledgeable about smart contract security and best practices (design patterns).
● Build back-end web services that interact with the Ethereum blockchain.
● Research, design, implement and maintain all decentralized finance systems.
● Good Communication Skills.












