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Wealth management Jobs in Coimbatore

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

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Leading Investment Services Company

Leading Investment Services Company

Agency job
via Merito by Jinita Sumaria
Mumbai, Pune, Bengaluru (Bangalore), Delhi, Nagpur, Coimbatore
2 - 18 yrs
₹15L - ₹35L / yr
Wealth management
Relationship Management
Asset management

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

Read more
Remote, Bengaluru (Bangalore), Coimbatore, Hyderabad, Pune
8 - 9 yrs
₹25L - ₹30L / yr
Webservices
SAP ABAP

Role : Technical Developer

Experience : 6 - 9 years as SAP R3 Technical Developer

 

Skillset: 

·      Work experience in ABAP(RICEF),  

·      Experience in S-Note Implementation 

·      Expertise in DDIC objects( Tables, Structures, View, View Cluster) 

·      Expertise in debugging 

·      Experience in IDOCs 

·      Experience in BADI implementations, RFC 

·      Experience in Requirement routines, User Exits Enhancements 

·      Very good knowledge on SD module flow(VOFM , Output determination, Pricing) ,  

·      Hands-on experience in OO ABAP 

·      Good knowledge/ experience in O-data Services 

·      Work Experience/ good knowledge of Web-services/ Proxy 

·      Knowledge on Eclipse 

·      Using ABAP 7.5 syntax, ATC and Performance tuning techniques 

  (SM 12)  

·      Good to have knowledge on ADOBE 

·      Good to have S4 transformation knowledge

Read more
Coimbatore
3 - 5 yrs
₹4.8L - ₹5.4L / yr
Embedded Systems

To prepare placement students with the technical knowledge, skills, and confidence required to succeed in campus recruitment drives, technical interviews, and entry-level job roles in the industry.

Read more
Coimbatore
1 - 3 yrs
₹4L - ₹6L / yr
skill iconJava
Data Structures
SQL

To prepare placement students with the technical knowledge, skills, and confidence required to succeed in campus recruitment drives, technical interviews, and entry-level job roles in the industry.

Read more
Recro

at Recro

1 video
32 recruiters
Nilesh Chandra
Posted by Nilesh Chandra
Chennai, Coimbatore, Pondicherry
7 - 12 yrs
₹20L - ₹33L / yr
skill iconJava
J2EE
skill iconSpring Boot
Hibernate (Java)
Microservices
+2 more

Title: Senior Java Developer


Top Skills: Java , Spring boot, Microservices, MYSQL, PL/SQL, NoSQL

Work Mode:- Full time

Location:- Teynampet, Chennai, Tamil Nadu


Employer: Innovating digital experiences with cutting-edge technology, design, and user-focused solutions for global brands


We are seeking a highly skilled and experienced Sr. Java Developer with a proven track record in

delivering high-quality applications. If you're passionate about building modern, scalable, and

robust software solutions, we want to hear from you!


Required Qualifications

7+ years of software development experience with a focus on delivering robust and

efficient solutions.

Strong proficiency in Java and its latest versions and expertise in developing

Java-based applications.

Hands-on experience with relational databases and proficiency in writing complex SQL

queries.

Familiarity with Enterprise Java (J2EE / Java EE / Spring) application architectures.


Demonstrated history of delivering modern, high-cadence applications using:

Agile methodologies and test-driven development (TDD).

CI/CD pipelines for streamlined deployment and updates.

Git version control for collaborative development.


Job Description

Java Developer Transformational Product Experiences .

Preferred Skills

Knowledge of microservices architectures and Domain-Driven Design (DDD).

Working knowledge of Python and JavaScript/Node.js.

Experience with Object-Relational Mappers (ORMs) such as Hibernate or JPA.

Strong Problem Solving skills


Bonus Skills

Exposure to emerging Generative AI technologies and tools like OpenAI APIs and GPT

large language models (LLMs).

Practical experience with MongoDB or other NoSQL, MySQL databases.

Read more
Vimishaitech
Coimbatore
5 - 7 yrs
₹7L - ₹8L / yr
Sales
Software Development

JOB TITLE: Business Development Executive

EXPERIENCE: 5yrs

CATEGORY:  Software Sales (Product or Service)

LOCATION: Coimbatore


JOB DESCRIPTION:

We are looking for a resilient, empathic business development executive to contribute to the growth of our company. Business development executives are responsible for finding and retaining clients, encouraging extant clients to purchase added products or features, and remaining abreast of changes in consumption. You will also be required to build capacity in staff through regular training and mentorship

To be successful as a business development executive, you should attend networking events with the intention of attracting and retaining clientele. Ultimately, an outstanding business development executive will keep a close eye on clients’ feedback to ensure that our products and services always exceed expectations.


Key Responsibilities:

 1. Client Acquisition: Identify, target, and engage potential clients in the finance and accounting sector to expand our client portfolio.

2. Market Research: Conduct thorough market research to identify emerging trends, competitive landscape, and potential business opportunities in the finance and accounting industry.

3. Strategic Partnerships: Collaborate with industry stakeholders, including financial institutions, accounting firms, and technology providers, to explore partnership opportunities and enhance our service offerings.

4. Sales and Revenue Growth: Develop and implement effective sales strategies to meet and exceed revenue targets. Build and maintain a strong sales pipeline, track progress, and report on key performance metrics.

5. Client Relationship Management: Cultivate and maintain strong relationships with existing clients. Understand their needs, provide exceptional service, and identify opportunities to upsell or cross-sell our products and services.

6. Proposal Development: Prepare and deliver compelling proposals, presentations, and product demonstrations to prospective clients, showcasing the value and benefits of our solutions.

7. Market Expansion: Develop and execute plans to expand our market presence in new geographic regions or segments within the finance and accounting industry.

8. Networking: Actively participate in industry events, conferences, and networking opportunities to establish a strong professional presence and generate leads.

9. Market Insights: Stay up to date with industry trends, regulations, and best practices to provide valuable insights to the organization and clients


JOB SKILLS:

Communication Skill

Analytical Skill

Negotiation Skill

Sales skill


MANDATORY:

Software sales (Product or Service)

COMPANY DESCRIPTION:

Vimishaitech, is a leading provider of IT solutions, software development, consulting services and Soft skills Training and Development. We have a proven track record of helping businesses find and hire the best talent to meet their specific needs. We understand the challenges businesses face when trying to recruit top talent in today's competitive market. That's why we offer comprehensive recruitment solutions designed to take the hassle out of the process and help you find the perfect employees for your company. Our service specializes in Soft skills training and development, equipping individuals with essential interpersonal skills like communication, teamwork, and leadership to enhance their professional success.

 

Regards,

HR Team


Read more
App Innovation Technologies
AIT Careers
Posted by AIT Careers
Coimbatore, Trichy
0 - 2 yrs
₹1L - ₹3L / yr
Artificial Intelligence (AI)
skill iconDeep Learning
PowerBI

We are looking for a highly capable machine learning engineer to optimize our machine learning systems. You will be evaluating existing machine learning (ML) processes, performing statistical analysis to resolve data set problems, and enhancing the accuracy of our AI software's predictive automation capabilities.


To ensure success as a machine learning engineer, you should demonstrate solid data science knowledge and experience in a related ML role. A first-class machine learning engineer will be someone whose expertise translates into the enhanced performance of predictive automation software.


Machine Learning Engineer Responsibilities:

Consulting with managers to determine and refine machine learning objectives.

Designing machine learning systems and self-running artificial intelligence (AI) software to automate predictive models.

Transforming data science prototypes and applying appropriate ML algorithms and tools.

Ensuring that algorithms generate accurate user recommendations.

Turning unstructured data into useful information by auto-tagging images and text-to-speech conversions.

Solving complex problems with multi-layered data sets, as well as optimizing existing machine learning libraries and frameworks.

Developing ML algorithms to analyze huge volumes of historical data to make predictions.

Running tests, performing statistical analysis, and interpreting test results.

Documenting machine learning processes.

Keeping abreast of developments in machine learning.

Machine Learning Engineer Requirements:

Bachelor's degree in computer science, data science, mathematics, or a related field.

Master’s degree in computational linguistics, data analytics, or similar will be advantageous.

At least two years' experience as a machine learning engineer.

Advanced proficiency with Python, Java, and R code writing.

Extensive knowledge of ML frameworks, libraries, data structures, data modeling, and software architecture.

In-depth knowledge of mathematics, statistics, and algorithms.

Superb analytical and problem-solving abilities.

Great communication and collaboration skills.

Excellent time management and organizational abilities.

Read more
Sree Pashmi Group
Jershan Jacob
Posted by Jershan Jacob
Coimbatore
2 - 7 yrs
₹1.5L - ₹5L / yr
Sales
Telesales
Sales Operations
Marketing
Job: Sales Coordinator
 
Job details
Salary
20,000 - 25,000 a month

Job Type
Full-time

Qualifications:
Bachelor's (Preferred)
Academic counseling: 1 year (Preferred)
Gender : Female
English (Preferred)
 
JOB RESPONSIBILITIES :

1.Skilled person required and need to be
dedicated and long run.

2. Initiating phone conversations with students
and parents who are interested in their higher
studies and pursuing education. And bring
awareness about the value of education

3. Intensely following up with the prospects and
closing the sales within the sales cycle

4. Diligently communicating and priming the lead
through channels like email, WhatsApp, SMS, and
calls

5. Achieving the weekly targets in a high-pressure
& performance-driven competitive environment

6. Monitoring self-performance at all times while
also contributing to the team performance,
keeping track of factors like conversion factor,
average revenue generated per lead, average
revenue per sale, etc
 
Ability to commute/relocate:
Coimbatore - 641037, Tamil Nadu: Reliably
commute or planning to relocate before
starting work (Required)
Read more
Largest Credit Rating Co.

Largest Credit Rating Co.

Agency job
via Unnati by Veena Salian
Pune, Bengaluru (Bangalore), Chennai, Coimbatore
3 - 9 yrs
₹6L - ₹17L / yr
Sales
Business Development
Market Research
Banking
Relationship building
+2 more
Work in an exciting and challenging role at a leading credit rating company that is leveraging software and technology tools to change the face of credit rating in India!

Our client with nearly two decades of presence has established itself as the second-largest credit rating agency in India. They provide ratings in the financial sector, infrastructure sector, corporates, public finance, and MSME spaces. The company is headquartered in Mumbai and has regional offices at Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Jaipur, Kolkata, New Delhi, Pune and Mauritius.

Our client also carries out grading of IPOs, assesses financial strength of shipyards, grades various courses of Educational institutions and provides grading services to Energy service companies. They are nurturing global opportunities and have made forays in different forms with 4 partners from Brazil, Portugal, Malaysia and South Africa.
 
As Business Development - Sr. Exec/ Dy. Mgr./ Manager/ Sr Mgr, you will effectively maintaining relationships with clients, and effectively handle client challenges for customised assignments.
 
What you will do:
  • Increasing operational efficiency, Sales MIS , CRM updation
  • Completing commitments in due time frame, Situation handling- like unavailability of information from clients, bankers, etc
  • Reaching target achievement : based on no. of mandates & no. of cases executed
  • Maintaining quality of clients acquired & completing the commitments in the due time frame, competitive intelligence, reporting system efficiency, overseeing growth in business in various states, tracking case completion with rating group on a regular basis
  • Displaying dedication in meeting the expectations of customers in order to achieve high level of customer satisfaction
  • Business Development - Acquisition of new business and Relationship Management
  • Achieving Revenue targets and Profitability as per business plan
  • Developing business plan including Revenues target, product mix and margin objectives
  • Meeting & arranging events for Knowledge Sharing with Corporate Clients, Banks & Financial institutions, Merchant Bankers
  • Continuously keeping oneself and team members updated on industry happening and product developments.
  • Increasing the market reach
 

What you need to have:

  • Exhibits excellent communication (oral and written) and interpersonal skills
  • Excellent telephone and net etiquette, Proficient in computer skills (word ,excel, powerpoint)
  • Effective in preparing MIS, presentations, reports / summaries , etc.,
  • Strong verbal and written communication skills 
  • Ability to work under tight deadlines
  • Exhibits thorough Product knowledge & Market knowledge
  • Exhibits extensive job knowledge contributing to the business development and growth
  • Exhibits strong conceptual clarity and understanding of credit ratings, rating exercise and its internal processes
  • Prior experience in handling business development relating to rating/ grading products for Equity Capital Markets  and/or Debt Capital Markets (NCD / CP / CD / Structured Finance) 
  • Working Knowledge of basic rating / grading products e.g. Corporate Finance Rating / IPO Grading/ Bank Loan Rating/ Mutual Fund Grading
  • Industry and Competition Analysis
Read more
Clarus RCM

Clarus RCM

Agency job
via Equavantage by Richa Shiromani
Chennai, Hyderabad, Coimbatore
0 - 3 yrs
₹3L - ₹4L / yr
HCC coding AAPC/AHIMA Certification
EMR
HCC Coding
HCC Documentation and coding. AAPC / AHIMA Certification. Knowledge of EMR for reviewing records. Analytical skills
Read more
Pinnacle Seven Technologies
Rashmi V
Posted by Rashmi V
Coimbatore
0 - 3 yrs
₹1L - ₹3L / yr
Business Intelligence (BI)
Business Analysis
User Testing
requirement gathering
agile
+2 more
Prepare Business Requirement Document by gathering requirements from the Client. Finding the gap between As-Is and To-Be processes. Act as a liason between the technical team and the client team. Hands on experience in Agile Project Methodology. Involve in functional testing to ensure the requirements are met. Good command in English. Good knowledge on Verticals like Manufacturing, Wholesale Distribution and Retail businesses. Prepare End user training Document. Production support after Go Live.
Read more
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