Company Description Centrum Wealth provides bespoke and innovative wealth solutions for High Net Worth Individuals, Ultra High Net Worth Individuals, Family Offices, and Corporate Treasuries. The company follows the principle of 'We for you', where they leverage their collective experience, expertise, and platform strength to fulfill client's investment needs. Centrum Wealth offers a wide range of products and solutions as part of the financial services powerhouse, The Centrum Group. Role Description This is a full-time Financial Controller role located in Mumbai. The Financial Controller will be responsible for managing financial statements, utilizing analytical skills, handling finance-related tasks, financial reporting, and overseeing accounting functions on-site at Centrum Wealth. Qualifications Financial Statements and Financial Reporting skills Strong Analytical Skills Experience in Finance and Accounting Knowledge of financial regulations and compliance Chartered Accountant
Centrum Wealth seeks a strategic, hands-on leader to head its Business Solutions Group. You will drive technology strategy and execution, building digital solutions for ultra-high-net-worth clients, family offices, and corporate treasuries. This senior role emphasizes techno-functional expertise and the ability to align business goals with leading-edge technology. Core Responsibilities · Partner with leadership to create and deliver a technology roadmap supporting business goals. · Drive major tech initiatives: Client Reporting Portal, Mobile App, Data Lake/Middleware, Salesforce enhancements, and RPA. · Optimize IT infrastructure, automate routines across teams, and ensure database/cloud efficiency. · Lead vendor negotiations to achieve significant cost savings and optimize resources. · Build, mentor, and empower a high-performing team; promote a culture of ownership and innovation. · Ensure successful delivery of all tech projects using Agile or similar methodologies. · Communicate project status and technology concepts clearly to diverse stakeholders. · Deliver actionable data dashboards for informed executive decisions. Qualifications & Experience · Bachelor’s/Master’s in Computer Science, IT, Business Administration, or related field. · 10+ years of techno-functional leadership, including 5+ in wealth management. · Strong expertise in Miles, Wealth Spectrum, or Mpower (Kfintech) systems; proven system migration track record. · Knowledge of investments, portfolio management, client onboarding, regulatory compliance. · Experience with Salesforce, data analytics, and digital wealth platforms. · Excellent communication, negotiation, and leadership skills. · Project management experience (Agile/Scrum/SDLC). PMP, CFA, or relevant certifications are a plus. Apply via LinkedIn with your resume highlighting wealth management technology leadership or email your resume at tarang.sahni@centrum.co.in Centrum is committed to building a diverse and innovative team. Centrum Wealth is an equal opportunity employer and values diversity in its teams.
Company Description Centrum Wealth specializes in delivering bespoke and innovative wealth solutions tailored for High-Net-Worth Individuals (HNIs), Ultra High-Net-Worth Individuals (UHNWIs), Family Offices, and Corporate Treasuries. With a client-first philosophy—"We for you"—Centrum Wealth leverages collective experience, expertise, and a wide platform to meet each client’s unique investment needs. The company adopts an open architecture approach, curates best-of-breed investment products, and designs customized financial solutions. As part of the trusted Centrum Group, it is a financial services powerhouse offering comprehensive and diverse wealth management solutions. Role Description This is a full-time, on-site role located in the Mumbai Metropolitan Region for an 2 Operations Team Member one for Mutual fund Operation and another for Fixed income Operation having knowledge of NSCCL and ICCL trades. The role involves overseeing day-to-day operational tasks, ensuring process efficiency, and supporting project management initiatives. Responsibilities include collaborating with internal teams, maintaining operational standards, and assisting in data analysis to drive informed decision-making. The Operations Team Member will also support client account management and ensure timely delivery of operational goals. Qualifications Strong Analytical Skills and ability to interpret data for decision-making Effective Communication skills, including verbal and written proficiency Knowledge of Sales operations and client support processes Experience in Operations Management and streamlining workflows Familiarity with Project Management methodologies and tools Detail-oriented with excellent organizational and time management abilities Proficiency in financial services operations or related industry experience is a plus Bachelor’s degree in Business Administration, Finance, or a related field