11+ Wealth management Jobs in Coimbatore | Wealth management Job openings in Coimbatore

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

A Computer Scientist/Engineer designs, develops, tests, and integrates computer software and hardware systems. This pivotal role blends deep knowledge of computer architecture with advanced software engineering—driving innovation in platforms spanning from embedded systems and networks to AI and cybersecurity

• Knowledge on CAMPUS LAN Architecture and implementation

• Having exposure to Cisco’s latest technologies like SDA, DNAC

• Hand-on experience on designing and implementing Cisco SDA

• Strong Routing & Switching, Cisco SDA, DNAC, Cisco ISE skillset is a must.

• Hands On expertise on Cisco Prime, ISE, Cisco Meraki

• Hands on and troubleshooting SDA

• Experience on L 3

We are looking for "Salesforce Developer" for Reputed Client @ Coimbatore Permanent Role.

• Experience: 3-5 Yrs

• Salesforce Developer will work independently and in a team environment to build CRM solutions which integrate with various other systems.

• This Person will build Visual-force, APEX, and Lightning Components. And should have experience working with Salesforce Data.

• Building new (and maintaining existing) APEX, Visual force, and Lightning solutions.

• Participate in various sprint meetings, assist in the creation and upkeep of user stories.

• Communicate with stakeholders and users about changes or requirements.

• Should have 3 to 5 years of experience with Salesforce Sales and Service Clouds.

• Proficiency in Salesforce APEX, Visual force, and Lightning development.

• Knowledge of the Salesforce data structure, and the ability to use various tools for data migrations.

• Salesforce Developer certifications is an added advantage.

• Excellent interpersonal skills, as well as excellent communication skills, verbal and written to both technical and non-technical audiences

• Ability to work independently and as part of a team

• Professional, positive, customer oriented and flexible approach to interactions with customers in groups

• Understanding the non-functional requirements from business.
• Analyzing the critical business scenarios.
• Analyzing the service level agreement objectives.
• Developing the test scripts.
• Enhancing the scripts by creating/implementing. ...
• Designing workload model.
• Test Execution.

• Developing and maintaining all server-side network components.
• Ensuring optimal performance of the central database and responsiveness to front-end requests.
• Collaborating with front-end developers on the integration of elements.
• Designing customer-facing UI and back-end services for various business processes.
• Developing high-performance applications by writing testable, reusable, and efficient code.
• Implementing effective security protocols, data protection measures, and storage solutions.
• Running diagnostic tests, repairing defects, and providing technical support.
• Documenting Node.js processes, including database schemas, as well as preparing reports.
• Recommending and implementing improvements to processes and technologies.
• Keeping informed of advancements in the field of Node.js development.

• Starting and stopping SAP instance.
• User administration – setup and maintenance.
• Authorization / Role / Profiles – setup and maintenance.
• Setup SAP security.
• Maintenance of system's health.
• Monitor system performance and logs.
• Spool and print administration.
• Maintain system landscape.

Description

• Plan, coordinate, and execute projects to deliver accurate, effective, and timely information solutions that empower readers and solve business problems.
• Design, write, and edit technical content for a variety of audiences, with an emphasis on usability, effectiveness, maintainability, and reusability.
• Understand and use authoring systems, content management tools, databases, social media (wikis and other collaboration systems,microblogs, etc.), and SEO to develop systems that collect, organize, and publish findable, useful information.
• Employ authoring tools to produce professional documentation from a single source for a variety of media and devices including mobile platforms, online help, electronic publications, and PDF.
• Contribute to the development and achievement of organizational goals and objectives.
• Represent the team and the Cytel organization on project assignments and when working with clients.
• Lead efforts to assess, research, analyze, organize, design, develop, and maintain information products, processes, and systems.

Required Skills and Experience

• Demonstrated strong writing and editing skills and ability to plan and execute content delivery projects.
• Ability to collaborate with teams across all parts and levels of the organization including product development, IT, product management,compliance, services, customer support, marketing, training, and senior management.
• Flexibility to change directions and tasks when necessary to accommodate shifting priorities.
• Excellent planning, scheduling, communication, and interpersonal skills.
• Experience working with content management and single-sourcing authoring platforms.
• Familiarity and comfort with source code mgmt. and document mgmt., and with 'DevOps' concepts and systems.
• Two+ years of experience planning and producing technical documentation for online delivery.

Helpful Skills and Experience

• Experience with authoring platforms, Atlassian and Microsoft collaboration tools, and MS Word.
• Proven experience documenting complex healthcare, biostatistics, or clinical trial mgmt. concepts.
• Experience with LaTeX mark-up and related systems, and with MathML and constructing complex equations for print and online presentation.
• Experience with GxP compliance concepts and processes.
• Knowledge of 'industrial-strength' software product development tools and roles, and experience with software development
• methodologies in a large-company environment.
• Knowledge of basic principles and components of user experience (UX) design.
• Exposure to concepts and tools relating to continuous integration/continuous deployment.
• Understanding of basic coding concepts, and ability to read and edit CSS3, HTML5, and SQL. Experience with R programming is very desirable.

Education

• College degree in biostatistics, software engineering, computer science, technical communications, journalism, or related field, or equivalent experience is desirable.