As an HNI Client Relationship and Portfolio Management professional, you will be responsible for building and maintaining relationships with High Net Worth Individuals (HNIs) to understand their financial goals and provide them with personalized investment solutions. You will leverage your expertise in portfolio management to create tailored investment strategies that align with the clients" objectives and risk profile. Your role will involve conducting in-depth financial analysis, market research, and asset allocation to optimize the performance of clients" portfolios. You will work closely with a team of financial experts to monitor market trends, assess investment opportunities, and make informed recommendations to enhance the clients" wealth management strategies. In addition to managing portfolios, you will act as a trusted advisor to HNI clients, offering guidance on wealth preservation, asset diversification, and estate planning. Your ability to communicate complex financial concepts in a clear and concise manner will be crucial in building long-lasting relationships and earning the clients" trust. The ideal candidate for this position will have a strong background in finance, investment management, and client relationship management. You should possess excellent analytical skills, attention to detail, and a deep understanding of financial markets. A proven track record of successfully managing HNI portfolios and delivering superior investment results will be highly valued. If you are passionate about working with HNI clients, thrive in a dynamic and fast-paced environment, and have a genuine interest in helping individuals achieve their financial goals, we invite you to join our team as an HNI Client Relationship and Portfolio Management professional.,
Background Fisdom is a leading digital wealth management platform. Fisdom platform (mobile apps and web apps) provides access to consumers to a wide bouquet of financial solutions – investments, savings and protection (and many more in the pipeline). Fisdom blends cutting-edge technology with conventional financial wisdom, awesome UX and friendly customer service to make financial products simpler and more accessible to millions of Indians. We are growing and constantly looking for high performers to participate in our growth story. We have recently been certified as the great place to work. For more info, visit www.fisdom.com. Objectives of this Role Improve, execute, and effectively communicate significant analyses that identify opportunities across the business Participate in meetings with management, assessing and addressing issues to identify and implement toward operations Provide strong and timely financial and business analytic decision support to various organizational stakeholders Responsibilities Interpret data, analyze results using analytics, research methodologies, and statistical techniques Develop and implement data analyses, leverage data collection and other strategies that statistical efficiency and quality Prepare summarize various weekly, monthly, and periodic results for use by various key stakeholders Conduct full lifecycle of analytics projects, including pulling, manipulating, and exporting data from project requirements documentation to design and execution Evaluate key performance indicators, provide ongoing reports, and recommend business plan updates Skills and Qualification Bachelor’s degree, preferably in computer science, mathematics, or economics Advanced analytical skills with experience collecting, organizing, analyzing, and disseminating information with accuracy The ability to present findings in a polished way Proficiency with statistics and dataset analytics (using SQL, Python, Excel) Entrepreneurial mindset, with an innovative approach to business planning Relevant Industry Experience of more than 2 - 6years, more than 4yrs python experience is must Preferable- Product startup's, fintech Why join us and where? We have an excellent work culture and an opportunity to be a part of a growing organization with immense learning possibilities. You have an opportunity to build a brand from the scratch. All of this, along with top of the line remuneration and challenging work. You will based out of Bangalore. Skills:- Python and SQL
Company Description Fisdom is dedicated to making investment advisory accessible, understandable, and quick through the fusion of cutting-edge technology and personalized financial advice. Our goal is to make your money work for you, regardless of your net worth or financial knowledge. By ensuring transparency, objectivity, security, and a personal touch, we aim to revolutionize the investment advisory industry. Join us to experience a smarter way to invest. Role Description This is a full-time on-site role for a Wealth Manager, located in Chandigarh. The Wealth Manager will be responsible for comprehensive financial planning, managing investments, and providing insurance advice to clients. Daily tasks will include analyzing clients' financial statuses, developing personalized financial strategies, recommending investment products, and ensuring clients' financial goals are met. Qualifications Financial Planning and Finance skills Investment Management and Investments expertise Insurance knowledge and advisory capabilities Excellent analytical and problem-solving skills Strong interpersonal and communication skills Relevant certifications such as CFP, CFA, or equivalent are a plus Prior experience in wealth management or financial advisory roles is preferred
Company Description Fisdom is dedicated to making smart investments simple by blending cutting-edge technology with personalized financial advice. We aim to transform the investment advisory industry, making it accessible, understandable, and transparent for everyone. Our platform provides secure and objective financial guidance, regardless of your net worth or financial knowledge. Fisdom strives to ensure that your money works for you effectively and efficiently. Role Description This is a full-time, on-site role based in Mumbai for a Senior Wealth Advisor/Dealing RM. The Senior Wealth Advisor/Dealing RM will be responsible for providing comprehensive financial planning and retirement planning services. Key responsibilities include advising clients on investments and finance, and delivering personalized wealth management services. The role requires close interaction with clients to understand their financial needs and goals, and to develop strategies to meet those objectives. Qualifications Strong skills in Financial Planning and Retirement Planning Experience in Investments and Finance Proficiency in Wealth Management Services Excellent communication and interpersonal skills Ability to work collaboratively in a team environment Relevant certifications such as CFP (Certified Financial Planner) are a plus Bachelor's degree in Finance, Economics, Business Administration or related fields