3+ Asset management Jobs in Pune | Asset management Job openings in Pune

Role - Relationship & Wealth Manager

About Client:

Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

Roles and Responsibilities:

- Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.

- Enhance and build on Existing Bank tie-ups.

- Offer comprehensive wealth management services.

- Enhance the relationship value of existing customers.

- Ensure increased wallet share to prevent devaluation of securities.

- Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.

Location: Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kerala, Kolkata, Nashik.

Qualification:

- MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)

- Proficiency related to wealth products (e.g., Mutual funds, PMS's, AIF's, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).

- Build and maintain an extensive external network to stay connected with clients.

- Demonstrate a service-oriented attitude, delivering smooth and superior service.

- Ability to analyse client data, market trends, and stay updated on current market conditions.

- Proven track record in sales, particularly in the private banking or wealth management sector.

- Strong interpersonal and communication skills.

- Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.

- Knowledge of regulatory compliance in the financial services industry.

- Excellent organizational and time-management skills

• Budget: Management of budget for Hardware Asset Management tools, services and staffing (permanent and temporary)
• Talent management: Permanent, contract, temporary and graduate trainees
• Matrix management: Management of staff with Hardware Asset Management responsibility in other business units
• Lead third-party Hardware Asset Management resources: Supervisory responsibility for third-party resources supporting Hardware Asset Management activity
• Financial: Oversight of spending on technology asset support, which includes hardware, software, cloud services, support, maintenance and hardware disposal
• Environment: Endpoints and edge devices, software and service asset vendors, on-premises data center assets, and cloud services
• Other: Liability management and remediation tracking

The IT asset manager will:

• Ensure that appropriate resources (people, tools, services) and processes are in place to gather and analyze data relating to technology asset life cycles and related processes.
• Promote and advocate the value of Hardware Asset Management to various leaders. This includes developing and promoting effective Hardware Asset Management strategies, policy, approaches and practices across the full range of digital technology assets used within the organization.
• Identify and report on breaches of Hardware Asset Management policy, and track remedial action.
• Report on (or develop reporting on) remediation of digital technology asset-related risks and progress of optimization activity.
• Ensure accurate and timely reporting, and that data completeness and quality issues are quickly identified and escalated to the responsible data or process owners.
• Gather data on and provide analysis of all activities that have an impact on the value, cost and risk of digital technology asset life cycles.
• Provide finance with the data to support the analysis of digital technology asset project and maintenance budgets and business cases.
• Assign responsibilities for sub disciplines, such as IT asset disposition (ITAD).
• Ensure that Hardware Asset Management -related tools and services are properly evaluated, selected, implemented, configured and maintained, with appropriate integration with other sources of organizational data.
• Provide access to technology asset data in support of essential activities required to support the effective running of the business.
• Manage the everyday functions of the core Hardware Asset Management team. This includes staffing, budgeting and other relevant management functions required to hold all IT and business stakeholders accountable for optimizing the cost, risk and benefit of digital technology assets throughout their life cycle.
• Managing the deployment and collection of devices and other hardware assets to the associates or offices.

The IT asset manager acts in a leadership role and must demonstrate the following leadership attributes:

• Strategic thinking — An understanding of strategic business objectives and the ability to develop a vision and strategy for Hardware Asset Management and execute it effectively in order to drive results toward those objectives
• Interpersonal skills — Proven ability to collaborate, build relationships and influence individuals at all levels in a matrix management environment (as well as external vendors and service providers) to ensure that segregation and overlapping roles are identified and coordinated
• Strategic relationship management — Includes working with vendors during compliance audits
• Strategic vision — Ability to sense emerging needs and drive change as Hardware Asset Management develops and matures to meet organizational and technology challenges

The Hardware asset manager must have the following skills:

• Strong communication skills with a proven ability to understand key business and technical concepts, and then effectively communicate these concepts with technical staff, business stakeholders and senior management
• Strong organizational skills, the ability to perform under pressure and to manage multiple priorities with competing demands for resources
• Strong analytical, data processing and problem-solving skills
• Proficiency in process formulation and improvement
• Ability to read and interrupt contracts to properly manage digital technology, which includes license and maintenance agreements
• Ability to manage the deployment and collection of devices and other hardware assets to the associates or offices in a large scale. Demonstrable experience of managing assets in hundreds of thousands will be required.

The Hardware asset manager must have in-depth knowledge and experience of the following:

• Technology asset life cycle (whether digital technology, information, financial or physical assets), best practice governance, tools and services
• Policy, process, and procedure development and implementation
• Technology contracts and their likely cost implications through the technology asset life cycle
• Engagement with sourcing, procurement and vendor management legal, tax and accountancy advisors for additional information
• Data processing, analysis and quality management tools
• Ability to manage effective deployment, collection and disposition of assets and managing the devices through its lifecycle

Additionally, an understanding of IT business continuity, cybersecurity, and integrated risk management and optimization methodologies is highly desirable, along with knowledge of IT management.

The following experience is considered essential:

• A management role, including engagement with sourcing, procurement and vendor management, business stakeholders and frontline operational IT staff
• Prior Hardware Asset Management roles (hardware or software) or demonstrable experience of working with IT asset management professionals to deliver Hardware Asset Management capability and improved business outcomes
• Atleast 16 years of experience with IT, enterprise asset management or information management
• Demonstrated leadership experience building cross-organizational consensus with exposure to technology providers and/or business clients
• Demonstrated experience in liaising with middle and senior management
• Experience with building business requirements for digital technology tools and services, developing business cases, and selecting solutions using RFP documentation and processes
• Experience leading system or tool implementations, with responsibility for verifying capabilities, outputs, dependencies and implementation scope
• Experience managing deployment, collection and disposition of assets in a large scale with globally distributed workforce.

The following experience is considered desirable, but not mandatory:

• 13+ years of experience working in the working in a large IT/ITeS organization
• 13+ years of experience in managing external IT service providers handling digital technology assets
• Experience with ServiceNow platform

This is a sensitive role dealing with commercial risks and significant costs. The organization must have a high level of confidence in the integrity and track record of the individual appointed to this role.

The following certifications are considered desirable, but not mandatory:

• ITIL v3 Foundation certification
• Certified IT Asset Manager
• COBIT 5 Foundation

• An undergraduate or postgraduate degree in finance, IT, engineering, business management or a related field
• Tertiary qualifications in financial accounting, project management or data analysis, or a legal or paralegal qualification that includes contract, copyright or intellectual property law are preferred

About the Company:
Torre Capital (https://www.torre.capital/) is a VC funded Singapore based Financial Technology company and a Registered Fund Manager in Singapore. We are creating a fully digital Wealth-Tech to connect family offices and HNI investors with global opportunities, including alternative assets like Private Equity, Venture Capital, Real Estate Funds, and Hedge Funds. We also offer our investors the ability to invest in high-quality global growth startups, private debt opportunities, and other liquid opportunities (Equity baskets, structured products, etc.). Our team comprises of ex-Mckinsey consultants, Asset management veterans, and Digital experts. We are backed by prestigious VC firms and a network of angels and industry leaders.

Role:

Digital Sales Manager with experience in Financial Services Sales in that particular city. Role reports to Sr. Wealth Manager / Sr. Digital Wealth Manager. 

Experience:

Candidates  with experience Fintech Space / B2B sales-digital sales in large Tech Startups and with existing network of HNIs 

Location:

Mumbai / Ahmedabad/ Bangalore/ Kolkata / Chennai/ Hyderabad / Pune / Jaipur / Surat / Rajkot/ Gurgaon / Noida / Chandigarh / Kochi (Cochin) / Vizag

Role Description:

• You work with the City’s biggest family offices and HNIs to onboard and activate them as our investors.
• Leading our outreach initiative, developing relations with new partners and building firm commitments for collaboration
• Negotiating attractive partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy.
• Maintaining and deepening relationships with existing partners.
• Conceptualizing and leading initiatives that give way to potential new revenue channels.
• Developing metrics to measure ROI from the synergies forged.
• Liaising with cross functional teams to create successful outcomes for both the business and its partners.

Qualifications:

• You have a Masters in Business Administration or related discipline from a top tier college or university
• You have at least 2- 5 years experience within a strategic engagements, partnerships & alliances, B2B account management or similar roles.
• You are aware of & are intersted  in the FinTech ecosystem.
• You possess excellent interpersonal as well as written and verbal communication skills.
• You have a proven track record of meeting/exceeding your targets in your previous roles.
• You have a strong experience within consultative sales and possess the ability to prospect and manage senior level relationships.

What We Offer:
To start with, what we give is a market sustenance compensation and no benefits. If you continue post the first 6 months, we offer a market comp AND performance linked bonus. We firmly believe in the partnership model and any success will be equitably shared. What is on the plate is an entrepreneurial opportunity to build a fintech from scratch, an independent environment where everyone is a co-owner, and a strong team of equally talented individuals. Folks looking for a large paycheck on Day 1 kindly excuse.