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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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Users love Cutshort

Read about what our users have to say about finding their next opportunity on Cutshort.

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

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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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Connect with the team

Subash P

Company social profiles

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As a member of the founding engineering team at Kombai, you'd work directly with the CTO and CEO to build a global product for the frontend dev teams from scratch. Together, we'd have a crack at several hard, high-impact problems - often involving challenges across product, engineering, and research areas.

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Thorough understanding of good Frontend engineering & architecture practices. In our experience, this usually comes from working in an excellent frontend team with an excellent architect, on a complex applications
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Read more

JetSynthesys Pvt. Ltd.

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at JetSynthesys Pvt. Ltd.

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Posted by Anju Aswal

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Hi,

Hope you are doing great!!

Praxiv is a IT Solutions & Services company situated in India. Our solutions and Services help clients maximize productivity, improve speed and accuracy. The company has adopted the highest standards of service quality and operational excellence, enabling its clients across a wide range of industries to transform into a truly digital enterprise.

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Experience - 1 - 3 yrs

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Job Summary
We are looking for Min 1 Year experienced and above IOS developers responsible for the development and maintenance of applications aimed at a range of iOS devices including mobile phones and tablet computers. Your primary focus will be development of iOS applications and their integration with back-end services. You will be working alongside other engineers and developers working on different layers of the infrastructure. Therefore, a commitment to collaborative problem solving, sophisticated design, and the creation of quality products is essential.

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Design and build applications for the iOS platform
Ensure the performance, quality, and responsiveness of applications
Collaborate with a team to define, design, and ship new features
Identify and correct bottlenecks and fix bugs
Help maintain code quality, organization, and automatization

*

Skills
Proficient with Objective-C and Swift and Cocoa Touch
Experience with iOS frameworks such as Core Data, Core Animation, etc.
Experience with offline storage, threading, and performance tuning
Familiarity with RESTful APIs to connect iOS applications to back-end services
Understanding of Apple’s design principles and interface guidelines
Knowledge of low-level C-based libraries is preferred
Familiarity with cloud message APIs and push notifications
Help maintain code quality, organization, and automatization
Proficient understanding of code versioning tools Git
Objective-C proficiency is a must.

If you feel interested please share your profile with below mentioned required details:-

1.. Total years of experience

2. Relevant experience

3. How soon will you be able to join?

4. What’s the reason for job change

5. Current Salary

6. Expected Salary

7. Availability for Interview.

8. Current Location

Please acknowledge the mail and revert it back with your confirmation.

Best Regards

HR Team
Praxiv Solutions

Hi,

Hope you are doing great!!

Praxiv is a IT Solutions & Services company situated in India. Our solutions and Services help clients maximize productivity, improve speed and accuracy. The company has adopted the highest standards of service quality and operational excellence, enabling its clients across a wide range of industries to transform into a truly digital enterprise.

Praxiv is hiring IOS Mobile Application Developer.

Experience - 1 - 3 yrs

Location - Gurgaon

Job Summary
We are looking for Min 1 Year experienced and above IOS developers responsible for the development and maintenance of applications aimed at a range of iOS devices including mobile phones and tablet computers. Your primary focus will be development of iOS applications and their integration with back-end services. You will be working alongside other engineers and developers working on different layers of the infrastructure. Therefore, a commitment to collaborative problem solving, sophisticated design, and the creation of quality products is essential.

Responsibilities and Duties

Design and build applications for the iOS platform
Ensure the performance, quality, and responsiveness of applications
Collaborate with a team to define, design, and ship new features
Identify and correct bottlenecks and fix bugs
Help maintain code quality, organization, and automatization

*

Skills
Proficient with Objective-C and Swift and Cocoa Touch
Experience with iOS frameworks such as Core Data, Core Animation, etc.
Experience with offline storage, threading, and performance tuning
Familiarity with RESTful APIs to connect iOS applications to back-end services
Understanding of Apple’s design principles and interface guidelines
Knowledge of low-level C-based libraries is preferred
Familiarity with cloud message APIs and push notifications
Help maintain code quality, organization, and automatization
Proficient understanding of code versioning tools Git
Objective-C proficiency is a must.

If you feel interested please share your profile with below mentioned required details:-

1.. Total years of experience

2. Relevant experience

3. How soon will you be able to join?

4. What’s the reason for job change

5. Current Salary

6. Expected Salary

7. Availability for Interview.

8. Current Location

Please acknowledge the mail and revert it back with your confirmation.

Best Regards

HR Team
Praxiv Solutions

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What you will do:
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Playing an integral role in new business pitches and hold responsibility for the effective lead generation
Ensuring development and achievement of sales through direct sales channel.
Focusing on growing and generating new business
Being a Key Interface between the customer and all relevant divisions such as production planning.
Driving targets and collection by improving communication through emails, meetings, calls
Establishing relationship with clients and providing a high standard of customer service continually
Managing and controlling credit of customers through effective follow ups, meetings, field visits
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Strong competence in working efficiently in a complex multi-faceted setting

Our client is a decade old Private limited company which is into wholesale trading of steel and ready to use Industrial Steel products, trading with dealers as well as large corporates. Their products include Ferrous Scraps, Hot rolled plates and coils, steel bars and tubes. It is a ISO 9001:2015 certified company that is known to deliver quality products within preset time limits.

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What you will do:
Being esponsible for client acquisition by approaching end users, OEM's and large corporates
Playing an integral role in new business pitches and hold responsibility for the effective lead generation
Ensuring development and achievement of sales through direct sales channel.
Focusing on growing and generating new business
Being a Key Interface between the customer and all relevant divisions such as production planning.
Driving targets and collection by improving communication through emails, meetings, calls
Establishing relationship with clients and providing a high standard of customer service continually
Managing and controlling credit of customers through effective follow ups, meetings, field visits
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Experience in B2B Sales, managing sales through OEMs/ traders, Industrial sales, Engineering products etc. is a must
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Should be comfortable with travel within India
Strong interpersonal and relationship building skills.
Exhibit confidence and foresight in soliciting for new businesses
Ability to work out sales deals that will accomplish budgeted margins and correspond to the company’s sales policies.
Strong competence in working efficiently in a complex multi-faceted setting

Read more

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thesqua.re group (“the square group”) is a tech enabled Co.

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thesqua.re group (“the square group”) is a tech enabled Co.

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₹3L - ₹4L / yr

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● Developing new user-facing features using React.js, HTML5, CSS, Jquery, Ajax. ● Building reusable components and front-end libraries for future use ● Translating designs and wireframes into high quality code. ● Optimizing components for maximum performance across a vast array of web-capable devices and browsers. ● Handling UI Requirements and User Experience.

Read more

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Posted by Deepak Kumar

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HTML/CSS

React.js

I am Deepak, building a simple web application that boosts team performance in any organization. I need someone to work on the front end. Will you be interested in working together? PS. Should be all ready to start the work asap Estimated Duration: 5 days. Paid Gig: 10,000 INR. Working space will be provided. Thanks Deepak Entrepreneur Y Combinator Founders Track SUS17

I am Deepak, building a simple web application that boosts team performance in any organization. I need someone to work on the front end. Will you be interested in working together? PS. Should be all ready to start the work asap Estimated Duration: 5 days. Paid Gig: 10,000 INR. Working space will be provided. Thanks Deepak Entrepreneur Y Combinator Founders Track SUS17

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