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4.0 - 5.0 years

6 - 11 Lacs

Bengaluru / Bangalore, Karnataka, India

On-site

Foundit logo

Job Responsibilities Devise, execute, evaluate and sustain strategies aimed at amplifying our commercial influence within the Wealth Management division Collaborate with Advisor and Regional Heads to develop and implement logic based rule sets, utilizing both low-code and full-code capacities, to effectively identify, highlight and prioritize the most promising client prospects Promptly understand and react to unexpected macroeconomic occurrences, such as fiscal or geopolitical events, that are not typically accommodated within our strategic systems Perform comprehensive competitor analysis, including asset allocation studies and leverage third-party data aggregator feeds to identify and monitor potential opportunities for increasing our wallet share across Wealth Management Basic Qualifications Master s degree of Finance, Economics, Business or Commerce. Experience in financial services industry, preferably in an analytical or strategy function Strong communication and interpersonal skills Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, Qlik Sense, Altreyx) is advantageous Strong understanding of wealth management, investment advisory and financial planning products and landscape

Posted 1 week ago

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4.0 - 5.0 years

5 - 10 Lacs

Bengaluru / Bangalore, Karnataka, India

On-site

Foundit logo

Job Responsibilities The Wealth Management Leadership & Regional Management team involvement ranges from internal consulting , strategy, competitor data, expense management , along with management reporting for senior leadership Business strategy & performance management : Collaborating with Global COOs on initiatives to drive and streamline business critical projects Leadership and internal presentations: Responsible for generation, distribution, and analysis of weekly, monthly and annual management reports. Build and deliver analytical insights to the leadership that will help in forming client, sales & product strategies Analyze variances and trends underlying revenues & expenses to provide the business with regular updates through reports supported by well documented commentaries Benchmarking against Market competitors, Client Wallet Size Analysis, GS Market share and Ranking Devise creative methodologies to improve business efficiency across markets Drive resource allocation and headcount management Basic Qualifications Master s degree of Finance, Economics, Business or Commerce. Experience in financial services industry, preferably in an analytical or strategy function Strong communication and interpersonal skills Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, QlikSense, Altreyx) is advantageous Strong understanding of wealth management, investment advisory and financial planning products and landscape

Posted 1 week ago

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