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About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities
• Onboarding, Handling, and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a bird’s eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of the client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in the Wealth Management space
• Must have completed an MBA from a premier business school.
• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.
• English is mandatory and command of the local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities
• Onboarding, Handling and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a birds’ eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in Wealth Management space
• Must have completed MBA from a premier business school.
• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
• English is mandatory and command on local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
About the Company:
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.
About the Role:
Role: PMS Operations
This role reports to Managing Director – PMS
Location - Ahmedabad
Candidate shall be responsible for:
• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc
• Month-end reports reconciliation as per SEBI format
• Preparation of MIS
• Assisting the sales team with client/distributor information requests
Qualification:
• 5+ years of experience in PMS / Broking Operations
• Advanced proficiency in Microsoft Excel
• Graduate with a basic understanding of the stock market & PMS
About the Company:
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, our client works with the largest and the most reputed investors.
Role: Sales/Relationship Manager
Location: Ahmedabad
Job Description:
• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients
• Responsible for managing HNI clients and acquiring new customers
• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios
Requirements:
• Graduate + MBAs
• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup
• Should be an aggressive, result-oriented & self-motivated professional
• Should have experience in handling HNI Client Acquisitions and Relationship Management & service
• Ability to engage clients in meaningful conversations about their finance
• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile
• Strong interpersonal skills with an ability to generate trust and confidence in clients
• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently
Roles and responsibilities:
- Conduct client meetings and employee training.
- It is not a client-facing role and will be within Internal Frugal Testing role
- The person will be managing groups related to content creation, graphics, lead generation, sales, and overall growth strategy also.
- Very good at taking Standup meetings
- Use of MS tools to streamline the project, resource, and portfolio management.
- Prioritize and manage multiple complex projects within time, technical and resource constraints.
- Provide written documentation to appropriate team members and clients addressing each facet of implementation for every project, including an overall rollout plan, timelines, and project assignments.
- Develop the project plan for the tasks, dependencies, and participants required to mitigate the risks to system quality.
- Assure the project to the best closure.
- Assist in documenting project phases and creating summary reports for company management.
- Strategic planning, process development, analysis of key performance metrics per PMO standards
- Detail-oriented with strong data collection, analysis, and reporting skills.
- Experience working in diverse and collaborative environments.
- Delegating tasks to team members.
- Tracking and communicating project risks and opportunities.
- Organizing project team meetings and recording minutes.
- Monitoring the daily progress of team members.
- Providing input into the planning process.
Requirements:
- Bachelor’s degree in business administration or related field
- 3+ years in an advanced management role (preference given to those with program management experience)
- Exceptional leadership, time management, facilitation, and organizational skills
- Working knowledge of digital marketing
- Outstanding working knowledge of change management principles and performance evaluation processes
In today’s marketing-dependent consumer world, businesses demand innovative brand solutions and our client is engaged in providing brand solutions across businesses. They import renowned global brands & distribute the same. They have a dedicated eCommerce practice to build digital retail footprints for their brands in India. They focus on major categories under FMCG such as F&B, Personal care, etc. and also Home & Fabric Care.
Founded in 2003, our client has over 250 Pan-India Distributors and more than 300 SKUs. They deal with 25+ brands and some of the brands are Mogu Mogu, SAN REMO, Simpkins, Moccona, OMINO BIANCO, etc.
As a Assistant Manager - Business Intelligence, you will be responsible for support building and executing portfolio and respective brand execution strategy by mining, understanding, internalising, and creating action stands about inflow and outflow of information from different internal and external sources.
What you will do:
- Assimilating sales & inventory data streams from different ecommerce partners daily
- Planning different inventory streams for all portfolio brands vis--vis PO requirements
- Building future projection models for brands to support healthy and sufficient inventory capacities
Desired Candidate Profile
What you need to have:- Self direction
- Ability to think beyond operational hurdles
Perform daily reconciliation of accounts between Geneva and Custodian/Prime Broker.
Monthly investigation on Reconciliation discrepancies and verify all the transactions (Independently
complete cash, portfolio and capital reconciliations and investigate and resolve any discrepancy).
Prepare monthly financial reporting package for Hedge Funds, including the determination of "Net
Asset Value" and
prepare the Statement of Asset and Liabilities and Profit and Loss Statement
Ensure Fund income and expenses, including management and performance fees, are accrued for and
are in accordance with relevant accounting standards (Calculation of Incentive Fee and Management
Fee).
Accurate and timely processing of all capital activities including subscriptions, redemptions,
transfers, rollups, capital commitments and calls.
Derive pricing for portfolio investments. Updating status reports.
Cash Management-managing the daily cash flow of trades and monitoring fund cash-flows.
Process incoming and outgoing cash movements related to capital activity.
Creation and maintenance of investor information including payment models and contacts.
Preparation of Investor and Client reports including Audit confirmations, Trade confirmations etc.
Communicate the transactions associated with the fund(s) and work closely with internal and external
clients to provide accurate and thorough accounting packages.
Correspond with external investment managers regarding day-to-day fund inquiries including entering
security trades, fee, payments, cash position breaks, and reconciliations. Client engagement and a
dedication to quality service is a must for success.
Requirements for this role include:
University degree or equivalent that required 3+ years of formal studies of Finance/Accounting
principles
2+ year(s) of accounting experience for financial instruments (equities, fixed income, and derivatives),
operation of capital
markets, and life cycle of trades. Well versed with all financial instruments
Complete procedural knowledge of fund accounting is a must. Trade Booking, Cash reporting,
Exception analysing, reconciliation of assets and cash, Post pricing issues etc.
2+ year(s) of data entry experience that required a focus on quality including attention to detail,
accuracy, and
accountability for your work product.
2+ year(s) of experience using MS-Excel that required you to use Formulas, Tables & Formatting,
Conditional Formatting,
Charting, Pivot tables & Pivot Reporting.
2+ year(s) of experience in a service-oriented role where you had to correspond in writing or over the
phone with external
customers.
Ability to work regularly scheduled shifts from Monday-Friday.
Desired qualities:
A drive to broaden one’s knowledge of the financial services industry by learning new concepts and
systems and taking the
initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality
and accuracy.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in
team environment.
Curiosity, critical thinking and attention to detail: Whether it’s to identify a solution to a problem or
possibly help
implement a more efficient process or procedure, your skills have a place in our business.
- Monitoring collections once set up at a high frequency and ensuring reconciliations happen on the track.
- Creating and maintaining live collection dashboards for the senior management.
- Creating weekly reports for our lending partners.
- Monitoring the portfolio and escalating as necessary if collections performance is flagging based on identified indicators.
- Ensuring TAT on collections while improving the collections experience for all stakeholders.
What you need to have:
- Postgraduation required
- 2-4 yrs of experience in operations or collections in the NBFC/ fin-tech industry (mandatory).
- Experience in taking ownership and handling collections end to end (mandatory).
- Excellent verbal and written English communication (mandatory)
- Strong understanding of MS Excel (mandatory)
- Accounting/ Finance degree (bonus)
- Experience in creating reports and analytics dashboards (bonus)
- Building company's network of patron investors
- Owning patron relationships end-to-end with the responsibility for driving an increasing portfolio through these relationships
- Building marketing and explanatory collateral for company's proposition to patrons to simplify the product to investors
- Designing and implementing engagement programs to drive patrons relationships with the brands they fund
What you need to have:
- 6+ yrs of work experience in a role that requires managing relationships/ providing advisory to senior professionals
- Prior sector experience in a Tier 1 firm including investment banking, financial advisory, angel investing, micro VC, wealth management, or similar experience in an alternative investment marketplace
- Demonstrated ability to acquire, grow, and deepen relationships between company and Family offices, HNIs and similar affluent individual investors segments
- Strong understanding of financial products and an ability to interpret new investment products (company's revenue-based financing products as an asset class) and be able to translate it to investors.
- Prior early-stage or startup experience
- Extremely good people skills; Ability to build deep and lasting relationships
- Excellent communication skills - including written and verbal English, understanding of financial concepts and terminology, familiarity with the Indian investment market
- Accountability and very high attention to detail
Sumit Kumar
Human Resources
Wishfin
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