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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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Understanding of cloud technologies and experience deploying applications to platforms like AWS or Google Cloud.
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at Covalent Softwares Pvt Ltd

Covalent Softwares

Posted by Covalent Softwares

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1. Excellent English and Hindi communication & negotiation skills

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We are looking for an Educational Counsellor

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Experience: 1–2 Years

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We are hiring an Educational Counsellor to join our dynamic sales team. If you have 1–2 years of experience—preferably in Education or digital marketing—we’d love to hear from you!

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Reqroots

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Dhanalakshmi D

Posted by Dhanalakshmi D

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· Diagnose and resolve complex technical problems related to Fusion applications, OIC integrations, interfaces, and extensions.

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MInebeamitsumi

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• Software Design and Development: Lead and contribute to the design, architecture, and development of software applications within the "I" domain. Collaborate with cross-functional teams, including software developers, hardware engineers, and product managers, to define requirements and specifications for software projects. • Technical Leadership: Provide technical leadership and mentorship to junior engineers, guiding them in best practices, code reviews, and troubleshooting complex technical issues. Act as a subject matter expert in software design principles, programming languages, and development methodologies. • System Integration: Collaborate with other engineering teams to integrate software components with hardware systems or existing software infrastructure. Ensure seamless integration and compatibility of software modules. • Code Review and Quality Assurance: Review code written by other team members to ensure adherence to coding standards, performance optimization, and maintainability. Perform thorough testing and debugging to identify and resolve software defects. • Documentation: Create and maintain technical documentation, including design documents, architecture diagrams, and user manuals. • Research and Innovation: Stay abreast of the latest industry trends, emerging technologies, and best practices related to the "I" domain. Evaluate and recommend new tools, frameworks, and technologies that can enhance the software development process and product performance. • Project Management: Collaborate with project managers to define project scope, estimate effort, and plan development timelines. Ensure projects are delivered on time and within budget, meeting the specified quality standards.

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• Experience with Mathjax/Latex
• Experience with large scale video streaming
• Understanding of i18n, A11Y
• Excellent understanding of cross-browser compatibility issues

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MongoDB

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3. Familiarity with JavaScript frameworks such as Angular JS, React, and Amber.

4. Proficiency with server-side languages such as Python / Ruby / Java / PHP/ .Net

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1. Strong knowledge in Front end scripting like EJS, JavaScript, Jquery

2. Proficiency with fundamental front-end languages such as HTML, CSS.

3. Familiarity with JavaScript frameworks such as Angular JS, React, and Amber.

4. Proficiency with server-side languages such as Python / Ruby / Java / PHP/ .Net

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3. Knowledge of databases and database concepts.
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1. Developing websites from Photoshop/JPG designs
2. Developing websites using existing CMS solutions
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6. Ability to work on multiple projects at the same time and complete

Job Requirements:
1. Good knowledge of HTML, PHP, Core PHP ,JavaScript, and CSS Coding.
2. Good understanding of OOPS Concepts.
3. Knowledge of databases and database concepts.
4. Should have Analytical and problem-solving skills.
5. Core PHP, MySql, Cake PHP, Codeginiter, Opencart, Magento (Optional)
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Responsibilities:-

1. Developing websites from Photoshop/JPG designs
2. Developing websites using existing CMS solutions
3. Developing bespoke CMS solutions
4. Developing plug-ins/add-ons in PHP for various CMS solutions
5 .Working knowledge of frameworks like CakePHP, MVC, any one framework
6. Ability to work on multiple projects at the same time and complete

Read more

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Edtech For preschoolers

Agency job

via Unnati by shishira srinivasan

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0 - 3 yrs

₹3L - ₹5L / yr

Marketing

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Our client is helping parents to give an unfair advantage to their kids by offering apps and products that help kids as young as 2 years old to sharpen their minds. They use a variety of methods that include educational and interactive videos, I-powered building voice interactive toys for kids, thus stimulating the learning process in children of age between 2-5 years. 1000+ content made available on various different topics and recommended by 30K+ parents.

This VC funded Gurgaon-based startup was founded in 2017 by a passionate team of IIT Roorkee Alumnus. They employ a team of experienced IB and CBSE curriculum content developers and teachers. Through these content first devices, our client aims at helping 250mn+ Indian parents to provide their children with screen-free learning.

As a Marketing & BD Manager, you will be responsible for finding new marketing and business development opportunities, maintaining professional client/customer relationships and thus contributing towards increasing the business.

What you will do:

Researching on new marketing opportunities for the company to market its business and increase its visibility
Creating awareness of and developing the company’s brand through various marketing channels
Exploring various marketing channels and also contributing towards marketing plans, promotional activities, advertising, campaigns etc.
Analyzing the current market trends and researching the same for better marketing opportunities for the company
Providing information by researching, collecting, analyzing and summarizing relevant data and trends
Identifying and assessing potential strategic partnerships and executing the same
Building and maintaining professional relationships with various existing as well as new clients/customers
Educating and updating the clients/customers about various products/services of the company, answering their queries, marketing new products (new product developments) and also collecting feedback regularly
Working closely with various stakeholders including but not limited to, internal teams, customers/clients etc
Maintaining and updating a database of relevant confidential information and reporting the same to the business in regular intervals

Desired Candidate Profile

What you need to have:

Graduation is a must
0 – 3 years of relevant work experience is required (Freshers can also apply). Marketing experience would be preferred
Excellent communication skills
Willingness for traveling (local, intercity, and interstate). Travelling will not be very extensive
Willingness for immediate joining
Presentable, professional and a go-getter attitude

Our client is helping parents to give an unfair advantage to their kids by offering apps and products that help kids as young as 2 years old to sharpen their minds. They use a variety of methods that include educational and interactive videos, I-powered building voice interactive toys for kids, thus stimulating the learning process in children of age between 2-5 years. 1000+ content made available on various different topics and recommended by 30K+ parents.

This VC funded Gurgaon-based startup was founded in 2017 by a passionate team of IIT Roorkee Alumnus. They employ a team of experienced IB and CBSE curriculum content developers and teachers. Through these content first devices, our client aims at helping 250mn+ Indian parents to provide their children with screen-free learning.

As a Marketing & BD Manager, you will be responsible for finding new marketing and business development opportunities, maintaining professional client/customer relationships and thus contributing towards increasing the business.

What you will do:

Researching on new marketing opportunities for the company to market its business and increase its visibility
Creating awareness of and developing the company’s brand through various marketing channels
Exploring various marketing channels and also contributing towards marketing plans, promotional activities, advertising, campaigns etc.
Analyzing the current market trends and researching the same for better marketing opportunities for the company
Providing information by researching, collecting, analyzing and summarizing relevant data and trends
Identifying and assessing potential strategic partnerships and executing the same
Building and maintaining professional relationships with various existing as well as new clients/customers
Educating and updating the clients/customers about various products/services of the company, answering their queries, marketing new products (new product developments) and also collecting feedback regularly
Working closely with various stakeholders including but not limited to, internal teams, customers/clients etc
Maintaining and updating a database of relevant confidential information and reporting the same to the business in regular intervals

Desired Candidate Profile

What you need to have:

Graduation is a must
0 – 3 years of relevant work experience is required (Freshers can also apply). Marketing experience would be preferred
Excellent communication skills
Willingness for traveling (local, intercity, and interstate). Travelling will not be very extensive
Willingness for immediate joining
Presentable, professional and a go-getter attitude

Read more

Our client company is into Education. (KS1)

Senior Manager – Facilitation Management

Our client company is into Education. (KS1)

Agency job

via Multi Recruit by savitha Rajesh

Bengaluru (Bangalore), Mumbai, Delhi

15 - 17 yrs

₹20L - ₹25L / yr

Facilitation

Facilitator

Trainer

Corporate Trainer

15+ years of experience in the IT / ITES industry.
Highly enthusiastic and energetic delivering sessions in virtual delivery platforms
Experience in leading initiatives around business transformation incorporate
Facilitation experience delivery topics around Digital / Agile / Design Thinking
Experience in delivering leadership programs for Mid to Senior level audiences.
Highly aware of technology trends across industries
Familiar with platforms such as WebEx, Zoom, MS Teams
Learner centricity

Desirable areas

Industry certifications on Digital / Design Thinking / Agile related areas
Instructional Design and content development skills
Managed P&L responsibilities
Awareness of the latest tech trends such as AI, IoT, Blockchain, ML

Roles & Responsibilities:

Management of facilitator eco-system
Identify sourcing strategies to onboard new facilitators with a practitioner background
Collaborate with Operations and Finance team to ensure Facilitators costs are within budget
Guide team to ensure timely NDA and Pricing contract documentation
Guide team to ensure timely renewal of pricing contract documentation
Ensure facilitators are provided Train the trainer service live / online
Ensure facilitators are assessed for their teach-back process
Ensure timely certification and readiness of pool of facilitators at a global level
Resolve facilitator grievances by collaborating with key stakeholders
Upskill on latest products for self and other existing facilitators
Deliver 8 to 10 sessions per month on Leading Now and Leading Next themes
Create an eco-system of facilitators across industries
Oversee and report metrics for improving experience through dashboards and analysis
Good working knowledge of MS Office tools, Eg Word, Excel, and Powerpoint

15+ years of experience in the IT / ITES industry.
Highly enthusiastic and energetic delivering sessions in virtual delivery platforms
Experience in leading initiatives around business transformation incorporate
Facilitation experience delivery topics around Digital / Agile / Design Thinking
Experience in delivering leadership programs for Mid to Senior level audiences.
Highly aware of technology trends across industries
Familiar with platforms such as WebEx, Zoom, MS Teams
Learner centricity

Desirable areas

Industry certifications on Digital / Design Thinking / Agile related areas
Instructional Design and content development skills
Managed P&L responsibilities
Awareness of the latest tech trends such as AI, IoT, Blockchain, ML

Roles & Responsibilities:

Management of facilitator eco-system
Identify sourcing strategies to onboard new facilitators with a practitioner background
Collaborate with Operations and Finance team to ensure Facilitators costs are within budget
Guide team to ensure timely NDA and Pricing contract documentation
Guide team to ensure timely renewal of pricing contract documentation
Ensure facilitators are provided Train the trainer service live / online
Ensure facilitators are assessed for their teach-back process
Ensure timely certification and readiness of pool of facilitators at a global level
Resolve facilitator grievances by collaborating with key stakeholders
Upskill on latest products for self and other existing facilitators
Deliver 8 to 10 sessions per month on Leading Now and Leading Next themes
Create an eco-system of facilitators across industries
Oversee and report metrics for improving experience through dashboards and analysis
Good working knowledge of MS Office tools, Eg Word, Excel, and Powerpoint

Read more

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