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
Shubham Vishwakarma
Full Stack Developer - Averlon
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)
Connect with the team
Company social profiles
Similar jobs
Java
Spring BootJob Description: Java Developer for Hypertest SDK Development
[See assignment at the end as well]
Company Overview
At Hypertest (https://hypertest.co), we're not just writing code; we're rewriting the rules of software development.
Our autonomous testing tool has already transformed the NodeJs ecosystem for developers at more than 50 teams, and now we're bringing this revolution to Java with your help.
Our Mission: Save developers from the mundane. We automate test case generation, letting you bid farewell to countless hours spent on JUnit, Mockito, RestAssured, Postman, etc.
Imagine a development cycle where your focus is purely on creating, not correcting.
Role: Java Developer
HyperTest seeks a Senior Java Developer with profound expertise in Java's core mechanics and a passion for solving complex problems. This role is central to the development of our Java SDK, crucial for expanding HyperTest's functionalities. Ideal candidates will have a strong background in Java, including experience with library patching, bytecode manipulation, and observability frameworks like OpenTelemetry, New-Relic, Datadog etc.
Location
This is a hybrid position based in Gurugram.
Key Responsibilities
- Develop the HyperTest Java SDK, employing advanced Java techniques for runtime library manipulation and data mocking.
- Extend OpenTelemetry for observability and monitoring in distributed systems, ensuring our SDK integrates seamlessly with modern development ecosystems.
- Create solutions for simulated testing environments that operate in various modes without modifying the original application code.
- Serve as a Java subject matter expert, guiding the team in best practices and innovative software development approaches.
Qualifications
- Java Expertise: Extensive experience in Java, including familiarity with its internals, memory model, concurrency, and performance optimization. Not just experience with high-level frameworks, but a solid understanding of underlying principles and the ability to manipulate Java's core functionalities.
- Software Architecture: Strong grasp of software design patterns, architectural principles, and the ability to solve complex problems with efficient, scalable solutions.
- Analytical Skills: Exceptional problem-solving abilities, capable of addressing complex challenges and driving innovative solutions.
- Communication: Excellent verbal and written communication skills, essential for teamwork and collaboration.
- Specialized Knowledge: Experience with bytecode manipulation, library patching (e.g., Byte Buddy), and a clear understanding of Java's compilation and execution process.
Ideal Candidate Profile
- Not Just Another Java Developer: We're looking for someone who has moved beyond just building applications with Spring Boot or similar frameworks. You should have an experience that demonstrates a deep understanding of Java, including direct manipulation of bytecode, custom library creation, and performance optimization.
- A True Java Enthusiast: You find excitement in exploring Java beyond the surface level, delving into its internals, and leveraging this knowledge to build innovative solutions.
Technical Assessment Overview
Shortlisted candidates will complete a short technical assessment focused on:
- Library Patching and Dynamic Data Mocking: Demonstrating advanced Java skills in runtime library functionality manipulation.
- OpenTelemetry Integration: Applying observability frameworks to trace and monitor distributed systems, a key component of our SDK development.
- Simulated Testing Environments: Creating flexible testing scenarios that replicate real-world conditions without altering the original code.
- Innovative Problem-Solving: Tackling complex Java-related challenges that reflect the technical depth required for this role.
This assessment will help us identify candidates who not only have the technical expertise but also the creativity and problem-solving skills essential for success at HyperTest.
Why Join HyperTest?
Joining HyperTest means being at the forefront of the automated testing revolution. We offer a dynamic work environment, opportunities for professional growth, and the chance to make a significant impact on our product and the wider development community.
Assignment Link
https://t.ly/sp5Xa
Self-Assessment/Screening Questions
- Do you have experience with Java bytecode manipulation?
- Are you familiar with library patching techniques in Java, such as using Byte Buddy?
- Have you used OpenTelemetry or similar frameworks for observability in distributed systems?
- Do you understand how opentelemetry java sdk works?
- have you developed SDKs or libraries in Java?
- How many years of Java development experience do you have?
- How many projects have you worked on that required deep knowledge of Java's internals (e.g., memory management, concurrency)?
- After reviewing the detailed assignment at https://t.ly/sp5Xa , how confident are you in your ability to meet the technical challenges outlined, on a scale from 1 to 10?
Java
React.jsBe hands-on with describing business rules as technical artifacts for analysts, business product managers, and any functional team that depends on this information
Proficiency with full stack development preferably React, Java, springboot, python. Perform unit tests, resolve bugs and be responsible for the delivery of the project to production
Be a thought leader in bringing the GenAI capabilities to Visa's product development
Be comfortable looking at system logs when needed and identifying bugs when they might appear during course of analysis
Discuss technical implementation details with architects and other technical teams
Collaborate with engineering teams to build robust, reliable, and scalable platforms
Synthesize requirements into a common set of platform and services capabilities
Candidates will be responsible for value proposition definition, communications across technical, business and product functions, cost/benefit analysis, and executive presentations
Partner with business operations and analytics team to build right monitoring capabilities and metrics which helps monitor the health of the platform and facilitates data driven decision making
Define product requirements which involve writing clear, thorough, and detailed user stories for complex features and product sets
Be the primary liaison between business units, business product managers, engineering, and other applicable groups to ensure flawless integration of new and existing feature sets
Highly execution focused by working in conjunction with various counterparts across functions
Ensure product vision and requirements are designed with long-term vision in mind and can be launched globally with minimal tweaks
Work closely with senior leadership providing status, action plan and recommendations
Job Title: Enterprise Field Sales Executive – IT sales / Hardware sales
Location: Chennai
Experience:4 to 5 years
Job Type: Full-time | Field Sales | On-site client visits
Job Description:
We are looking for a dynamic and experienced Enterprise Field Sales Executive with a proven track record in IT infrastructure or hardware sales. The ideal candidate should have experience managing field sales activities, building client relationships through on-site visits, and selling to mid-to-large enterprise customers.
Key Responsibilities:
- Drive new business opportunities through in-person meetings, cold visits, and field-based lead generation.
- Sell IT hardware solutions, such as servers, storage, networking equipment, and enterprise infrastructure products.
- Visit client locations regularly to understand requirements, pitch solutions, and close deals.
- Build and manage a strong pipeline of enterprise prospects in your assigned territory or region.
- Develop proposals, negotiate pricing, and manage the entire sales cycle.
- Collaborate with internal pre-sales and technical teams for solution design and demos.
- Achieve monthly/quarterly/annual revenue and growth targets.
Key Requirements:
- 4–5 years of experience in B2B field sales in the IT, hardware, or enterprise tech space.
- Strong experience in direct sales, territory management, and face-to-face client interactions.
- Proven ability to sell to decision-makers like CIOs, IT Managers, and Procurement Heads.
- Strong technical understanding of enterprise IT hardware/infrastructure.
- Excellent communication, negotiation, and interpersonal skills.
- Self-motivated and comfortable with regular travel and field visits.
- Proficient in CRM tools (Salesforce, Zoho, etc.).
- Bachelor's degree in Business, IT, or related fields.
Oversee the sales process to attract new clients.
Work with senior team members to identify and manage risks.
Maintain fruitful relationships with clients and address their needs effectively.
Prepare and deliver pitches to potential investors.
Foster a collaborative environment within the organization.
Transfer call to the supervisor after initial explanation.
SKILLS:
Excellent spoken English.
Both Graduate/Undergraduate may apply.
Ability to develop good relationships with current and potential clients.
Excellent communication skills.
Knowledge of productivity tools and software.
Ready to work in Nightshift.
Job Description
Role: Sr. Inside Sales Specialist
Experience: 4-6 years
Location: Bangalore (Near Whitefield)
Mode: Full Time ( Work from Office)
Must Have: IT sales/App and mobile/uiux design services Experience
The Role:
The ideal candidate will be responsible for finding and identifying leads through a variety of sources. Once leads are identified, this candidate will reach out and meet with the business decision-makers to better understand their business needs and how our product could help them. Responsibilities:
• Must have worked with IT services organizations holding strong experience in Lead generation and Lead qualification
. • Hand-on experience with Lead generation activity through cold calling, email marketing, LinkedIn, Sales navigator and other channels.
• Must know how to generate leads from email marketing tools like Sendx, Mailchimp, zoho, Apollo, Sendinblue, Get response etc.
• Must know how to extract data of company & employees using all the filters in sales navigator like Industry, job title, employee size etc. & extract data using data extraction tools like Apollo, ZoomInfo, Demand base, Skrapp, seamless, dataminer, Lusha etc.
• Hand-on experience with Lead generation activity through Cold Calling, LinkedIn, Sales navigator, other channels & converting leads into sales
• Experience in creating email contents for mass email marketing, planning, and executing services and technologyrelated email campaigns in alignment with business goals. • Experience connecting with top IT executives and Decision makers of the organizations.
• Excellent communication skills
. • Ensure the accuracy of data on the CRM for leads, prospects, and opportunities.
• Achieve monthly, quarterly, and annual sales goals. Don’t Source candidates:
Qualifications/Requirements:
• Bachelor's degree or equivalent experience.
• Prior Sales experience in an IT company.
• Exposure in India/Middle East US/UK market would be a plus.
• Strong written and verbal communication skills.
Company Overview:
GoProtoz is a World-Class Award-winning UI/UX Design company specialized in User Experience (UX) / User Interface (UI) Design for enterprise and consumer digital products and mobile/web/Desktop applications.
We are one of the top 5 UI/UX design companies in India with a team of passionate and creative digital product UI UX designers and developers. Our vision is to enable digital product companies to achieve their business goals with well thought user experience design strategies and eventually make the people life better. Clients include: Renault–Nissan, SONY, ICICI Bank, Emaar, Damac, PayTm Money, Licious, Mahindra Comviva, QuEST Global
Website: https://www.goprotoz.com/
Location: https://goo.gl/maps/XXoRHtHB93y
Divija Y
TA Specialist, GoProtoz Design Pvt. Ltd.
GoProtoz.com | Facebook | LinkedIn
Java- Java, Spring MVC, Java Script, HTML5, CSS, JQuery, and BootStrap. Highlighted Skills are mandatory
Detailed JD
- Back-end Skills Strong hands-on working experience in Core Java, Spring MVC, and Hibernate.
- Front-end Skills Good hands-on experience in Java Script, Angular, HTML5, CSS, JQuery, and BootStrap.
- Database Good experience working with DB like MySQL.
Job Description:
Job Title: AR Executive
Responsibilities
• Possess a gooderstanding of Revenue Cycle Management (US Medical Billing) for Providers.
• Managing denials and rejection
• Verifying eligibility and benefits.
• Possess good knowledge of HIPPA, CPT codes, ICD9/10, Appeals, denial management.
• Follow up with Insurance companies in the US for denied/unpaid claims.
• Review the Claim status & update
• Communicate effectively, via phone and email
• Evaluation of clinical documentation.
As a Client Partner for account receivables, you will be responsible for making calls to insurance companies to follow-up on pending claims. We are looking for people with excellent spoken English skills, preferably with experience in account receivables, and denial management processes.
Skills and Responsibilities
• Excellent in English Communication (verbal and written).
Eligibility of Candidates
• Immediate joining
• Excellent in English Communication (verbal and written).
• Comfortable working in the night shift.
• Experienced candidates are welcome.
Benefits
• Friendly environment.
• Fixed shift.
• 5 days working
Javascript
Python
NodeJS (Node.js)
Django
PHP
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon