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
- Creating a positive onboarding experience for new clients.
- Manage daily activities and tasks for clients by Line Manager
- Regularly interacting with clients through telephone calls, email communications, or face-to-face meetings.
- Responding to clients' requests as they arise in real time
- Maintaining an accurate record of all necessary documents pertaining to the brand.
- Coordinate with various internal teams to deliver Creative, Data Analytics, Tech and Operational Services
- Develop a relationship with clients and manage their expectations (Kudos if you can balance the two together!)
- Upsell! Always be on the lookout to identify opportunities and convert them to grow revenue
- Ensure that projects are completed on time and within budget.
- Coach and support team members to help them meet departmental goals
- Take responsibility for the quality of work, the accuracy of brief and the team’s output
- Maintain weekly, fortnightly and monthly reports
- Meeting clients to discuss strategy and report on progress
- Keep ahead of industry’s developments and apply best practices to areas of improvement
- Maintain an orderly workflow according to priorities
BECOME A PEOPLE’S PERSON!
- Exhibit strong leadership skills and motivate-inspire your team members
- Stick to the client’s brief and the agreed process to deliver effectively
- Utilize your team’s productivity keeping the Scope Of Work and allocated budget
- Be all ears to Account Managers and mentor to get the best performance possible
IMPROVE THE PROCESS!
- Relentlessly work on improving the internal processes while solving problems along the way
COMMUNICATE AND COLLABORATE!
- Manage all business communications
- Become a link for the internal team and make sure the process is consistently followed until the project is completed as per the client’s brief
SKILLS WE DESIRE
- Develop and maintain existing client relationships.
- Excellent organizational and time management skills.
- Strong analytical and problem-solving skills.
- Effective communication skills.
- A+ presentation skills (making PPTs included)
- Natural attention to detail
- Financial management and commercial acumen
- Advanced software skills including Word, Excel, PowerPoint, Visio, MS Project (or equivalent Project management tool).
DUTIES INCLUDE:
- Complete content writing projects for digital marketing clients in a timely manner; maintain stated deadlines while also meeting specific content directions, as each individual project dictates
- Revise content submissions according to client requests
- Proofread and rewrite existing content, as needed
- Writing for web page content, blogs, social media posts, infographic content, email marketing campaigns, and other digital marketing categories as assigned
- Work with clients and customers to help them define their content needs
- Offer suggestions and changes to help ensure that content is engaging, consistent, clear, and concise
- Help to create style guides or content templates
- Conduct effective research on any given topic
SKILLS PREFERRED:
- Fluency in both written and conversational English, and mastery of conventional rules of English grammar
- Ability to be mindful of things like flow, readability, and sentence variety
- Ability to embed and leverage SEO-relevant keywords in content production
- Basic understanding of digital marketing and search engine optimization best practices
- Good listening and communication skills for client relationship management
- Working knowledge of Microsoft Office, along with general computer literacy
- Familiarity with major social media platforms
- The ability to cooperate with other writers, editors, and team members to complete projects in a timely manner
- Willing and able to give constructive feedback on content writing projects
React.js
Javascript
Redux/Flux• Relevant experience in React JS 5+ Year
• Experience in Hooks, Typescript
• Experience in GraphQL (Query & Mutations)
• Strong experience in Jest for Unit Testing
• Knowledge on docker, K8 and Kafka
- Preliminary screening / short-listing the right qualitative profile against the given requirement.
- Coordinating with the Technical Panels and scheduling for Interviews.
- Closing the positions within the stipulated time.
- Work towards becoming indispensable to your Hiring Managers by taking a proactive approach to understand their business needs and consistently delivering the appropriate.
- Talent (skill & culture fit) to each requirement.
- Relentlessly approach each search with the singular focus of finding the best talent for every need.
- 4+ years of technical recruiting experience in a fast-paced, full lifecycle role.
- Ability to anticipate organizational problems, changes, and needs, and provide recommendations to stakeholders based on market intelligence to make data-driven decisions.
- Excellent problem-solving skills to drive and tailor your strategies and creatively identify new solutions to resolve challenges.
- The ability to network and build relationships quickly and maintain them while selling company image and opportunities.
- Must possess excellent planning & organizational skills.
- Requires excellent written and oral communication skills.
Job Description/Job Responsibilities
- Reach out to Decision Makers (B2b) / Connect with the relevant individuals (as per defined database) to brief them on call about upcoming conferences, sessions, etc. Educate them why they should attend the conference/event and generate interest.
- Work on Business-to-Business campaign for the IT marketplace
- Doing Web search for successful call results ie. LinkedIn
- Guide and help the participants in the process like registering, logging-in on the portal by carrying out the intelligent conversation, sharing appropriate information with registrants
- Maintaining and analyzing reports of discussions and call history as required in a specific format.
- Making polite conversation with customers/prospects on the phone
Location : Una Diu
.NET
AngularJS (1.x)
Angular (2+)JavascriptWe are looking for an experienced Dot Net/angular Developers to join our growing and diverse team.
Mandatory Skills: DotNet(C#/ASP), MVC, Web API, SQL/PostgreSQL, JavaScript, Angular.
Experience: 3yrs to 5yrs
Responsibilities:
Build components that are scalable, flexible and compatible across different frameworks and browsers. Several of the frameworks, tools and techniques currently used
in our technical solutions:
Frontend development using VueJS or similar framework such as ReactJS or Angular.
Backend development using .NET Core.
DevOps work using GCP and/or AWS.Hosting using Docker/Containers.
Message queue such as RabbitMQ / AWS SQS.
Storage and events using Postgres/SQL, EventStore , ElasticSearch , Redis/NoSQL. Continuous development and deployment using tools like GitHub, TeamCity, Octopus Deploy.
Respond to trouble/support calls per SLA for applications in production to make quick repair to keep application in production. Conducts complex analyses trouble shooting issues.
Participate in code reviews to ensure that each increment adheres to user story and all standard resource libraries and architecture patterns as appropriate.
Be part of our onshore and offshore development team working on our API Management solution delivering business value with active participation in our SAFe development processes.
Create or Update documentation in support of development efforts.
Qualifications:
Undergraduate degree in Computer Science and/or equivalent experience.
Experience defining technical expectations and goals of projects
Development experience with Microsoft web technologies and database programming
Experience with C#, ASP.net, SQL, XML, COM, JavaScript, VBScript, HTML, Site Server
Good experience on Front end technologies: JavaScript, Typescript, Modern JavaScript Frameworks.
Working knowledge of GIT is good to have.
Demonstrated interest in, knowledge of, and enthusiasm for Internet technologies.
.NETTechnical Lead – ASP .Net Core
Product Development on Microsoft Web Technology Stack
At ESOP ezee
You will enable technology Unicorn’s companies to manage their ESOP schemes through multi-tenant business-to-employee solutions used by more than 100K enterprise users
What you will do
Technical Lead provides technical leadership with in-depth application development experience and is responsible for delivering high-quality products. This is a technical role, with a focus on designing, architecting, and developing enterprise applications using Microsoft technology stack.
You are asked to deliver the following
- Understanding stakeholders' requirements and translate them into concrete architecture.
- Work on complex/challenging problems to provide scalable solutions
- Ensure an error-free production execution of the application
- Promote improvements for software development practices, processes, and standards with consideration of quality, innovation, and productivity
What you will need
- BE, BTech, MTech
- 4+ years of experience in developing and enhancing enterprise web applications
- You understand and are aware of the latest Microsoft .NET technology and its evolution over the last 2 years
- Solid knowledge of MVC, .Net 4.0/4.5, jQuery
- You have served as “Single Point of Contact” for managing technical escalations and decisions
Technology Stack
Experience on the Microsoft technology stack (ASP.NET, .Net Core 3.0, Web API, SQL).
Additional Skills (Optional)
One or more of the following skills are good to have, and will give an edge over other candidates:
- Test-Driven Development
- Knowledge of financial applications
Vue.jsAngularJS (1.x)Angular (2+)React.jsJavascriptDescription
We are a dynamic UK-based technology company that is fundamentally changing the way international logistics operates. We’re searching for a full-stack developer who is excited by the prospect of working at the bleeding edge of high tech in a rapidly growing scale-up. As we establish a global presence, we're expanding our team in India at a pace and looking for fantastic engineers to join us. We've recently raised our Series A round from leading US investor https://bvp.com/" target="_blank">Bessemer Venture Partners (LinkedIn, Twilio, Shopify) alongside https://episode1.com/" target="_blank">Episode 1 (Zoopla, Betfair, Shazam) and supply chain-focused fund https://www.dynamo.vc/" target="_blank">Dynamo Ventures (Sennder, Stord).
You will build and maintain our public-facing application. The role will mainly involve developing real-time frontend and backend services, while frequently interacting with a multi-cloud environment. You will build a customer-facing product deeply connected to the ML components of the system, solving new problems regarding how users interact with the results and how they re-train the models through their input.
Specifically, we want someone who can:
- Solve problems from understanding the available data to providing the functional UI requirements
- Architect solid frontend components, including snapshot testing and integration testing
- Develop and maintain APIs and data structures for ML-powered features
- Use cloud-native libraries, in a multi-cloud system
- Work with the DevOps to build CI/CD pipelines and help manage the infrastructure
Requirements
- Ability to develop user interfaces following HTML usability best practices
- Extensive knowledge of modern front-end development, using React with Hooks and CSS-in-JS
- Capable to build scalable APIs using the most recent Python features
- Extensive experience with SQL and NoSQL databases
- Have worked commercially with containerized tools like Docker, Docker compose, Kubernetes, etc.
- Experience that would be good to have:
- 2 - 3 years of commercial experience
- Ability to sensibly design features from a UI and UX perspective
- Experience with real-time interfaces and backends
Android Development
Java
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon