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At our growing Wealth Management & Advisory firm, we believe in building enduring financial partnerships — not just portfolios. We’re looking for an accomplished Senior Wealth Advisor who can deliver expert investment guidance and drive meaningful financial outcomes for our HNI and UHNI clients.

Role Overview:

As a Senior Wealth Advisor, you’ll manage and expand high-value client relationships, offering tailored investment strategies across asset classes. You’ll play a key role in portfolio performance, client satisfaction, and overall business growth, while mentoring junior team members.

Key Responsibilities:

Build, manage, and grow relationships with HNI & UHNI clients

Develop customized wealth and investment strategies aligned with client goals

Offer advisory across Mutual Funds, PMS, AIFs, Bonds, and Structured Products

Drive AUM growth and revenue targets through effective portfolio management

Stay informed on market developments and regulatory guidelines

Collaborate with internal teams for seamless client servicing and compliance

Ideal Candidate Profile:

Graduate/Postgraduate in Finance, Commerce, or Economics

7–12 years of experience in Wealth Management / Private Banking / Investment Advisory

Deep understanding of financial markets, investment instruments, and portfolio diversification

Excellent interpersonal, presentation, and relationship management skills

A strong client network and consistent track record of AUM growth

Why Join Us:

Opportunity to manage elite client portfolios and create lasting impact

Transparent, performance-driven culture with autonomy and recognition

Continuous learning through exposure to diverse investment products and strategies

• Responsible for the end to end student admission cycle.Handling of student enquiries effectively.
• Explaining the candidate about the available IT courses and its payment plans and resolving their doubts and queries accordingly.
• Following up with the candidate for joining the course/ programme and for the payment.
• Making follow up calls for due payments from the candidates.
• Timely updation and scheduling of upcoming batches to all the concerned team members, trainers and students.
• Achieving targets set by the Reporting Manager.
• Maintain a MIS of the students who have taken admissions or have done enquiries
• Enhances admissions department and institute reputation by accepting ownership for accomplishing new and different requests for admissions.
• Any other work allotted by the Reporting Manager.

• You're proficient in AI/Machine learning latest technologies  
• You're proficient in GPT-3 based algorithms 
• You have a passion for writing code as well as understanding and crafting the ways systems interact
• You believe in the benefits of agile processes and shipping code often
• You are pragmatic and work to coalesce requirements into reasonable solutions that provide value

• Deploy well-tested, maintainable and scalable software solutions
• Take end-to-end ownership of the technology stack and product 
• Collaborate with other engineers to architect scalable technical solutions
• Embrace and improve our standards and processes to reduce friction and unlock efficiency

Key Responsibilities

• Write clean, testable code using .NET programming languages
• Test and debug various .NET applications
• Deploy fully functional applications
• Upgrade existing applications
• Document development and operational procedures

Technical Competencies

• Understanding of object oriented programming concepts, design patterns and SOLID principles
• Must have hands on experience with C#, ASP.NET, MVC, Windows Services, .NET Entity Framework, SQL Server/T-SQL, IIS and related technologies
• Understanding of REST APIs and WCF
• Understanding of modern techniques such as Responsive Web Design, LINQ, Dependency Injection and Design Patterns
• Must have hands on experience of web client technologies inclusive of HTML5, CSS3, JavaScript, AJAX, JSON and JQuery
• Knowledge of various industry standard development practices (Agile methodology, OOD, TDD, BDD)
• Must have hands on experience of tools to enable SDLC (TFS, Visual Studio, etc.

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• Must have strong exposure working on Java Script 
  
• Proficient in Javascript frameworks (Vue Js / React Js) is a must
• Strong understanding of REST APIs
• Have experience with common front-end development tools such as Babel, Webpack, NPM is a definite advantage
• Good understanding of asynchronous request handling, partial page updates, and AJAX
• Proficient understanding of code versioning tools, such as GitHub
• Good to have working experience on CSS pre-processor either LESS or SASS
• Good understanding of BEM (Block, Element, Modifier) methodology

• Vast knowledge of PHP programming concepts.
• Hands-on experience on object-oriented PHP, MVC design pattern and Laravel 5+ PHP Framework.
• Good understanding of Relational Database and normalization concepts.
• Should be hands-on with CSS, HTML (Responsive Web Design), JavaScript, jQuery & AJAX.
• Good communication skills; both verbal as well as written.
• Ability to work in a fast-paced environment, and manage time efficiently to meet project timelines
• Ability to work well independently, or with remote teams
• Creative and efficient problem solver.

• Experience in Agile Software Development projects
• Experience in writing Unit Testing cases (PHPUnit, PHPSpec, Behat)
• Capable to perform code reviews and provide code to optimize performance of the application.

• Cable or wire marketing back ground is preferable.
• Communicate with office & production team for status of order and position of sales.
• Prepare monthly, weekly or daily sales analysis.
• Work closely with business Development team.
• Identifying and target new clients from different industries.
• Conducting regular research on prospects for an in-depth analysis of their businesses and associated needs.
• Generating new business from these clients.
• Converting these new businesses into key accounts.
• Developing new business initiatives with the client to increase the share of wallet.
• Understanding clients brief and articulate it into meaningful deliverable.
• Obtaining client feedback and drive increases in client satisfaction and engagement.
• Driving client service excellence and a culture of delighting clients.
• Achieving Top and Bottom line Revenue & Profitability.
• Work with strong ethics and follow company's work-guidelines and procedures.
• Pitching for new business development, building and maintaining strong relationships with key accounts and agencies.
• Responsible for Sales Business targets.
• Follow up continuously with clients.
• Recommend and do approvals, certifications etc.