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5.0 - 7.0 years
10 - 15 Lacs
pune, delhi / ncr, surat
Work from Office
1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping ...
Posted 2 weeks ago
7.0 - 10.0 years
7 - 10 Lacs
chennai, bengaluru, surat
Work from Office
1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...
Posted 2 weeks ago
7.0 - 12.0 years
11 - 15 Lacs
bengaluru
Work from Office
Description of duties Designing and coding solutions using Microsoft D365 F&SC functions and features to meet business objectives Merging and promoting code using Visual Studio, DevOps, and Microsoft Dynamics Lifecycle Services Environment maintenance including deploying environments, applying continuous updates and refreshing environments Dynamics AX 2012 environment work including code promotions, environment refreshes, restarting servers, and other environment maintenance Troubleshooting business application and supporting infrastructure issues Providing client remote support Understanding how to obtain customer business requirements and communicate findings Adopting and learning new tech...
Posted 2 weeks ago
3.0 - 7.0 years
7 - 11 Lacs
hyderabad
Work from Office
As a Software Developer you'll participate in many aspects of the software development lifecycle, such as design, code implementation,. You will work towards delivering specific milestones and objectives in an agile environment, and showcase an ability to work autonomously and communicate well in a work environment with people from different cultures and time zones Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Strong knowledge of X++ and C# for customization Having good knowledge for technical solution design and best practices Guiding team for development of custom form, workflow, reports and process customization Inte...
Posted 2 weeks ago
7.0 - 10.0 years
7 - 10 Lacs
mumbai, hyderabad, bengaluru
Work from Office
1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...
Posted 2 weeks ago
5.0 - 7.0 years
10 - 15 Lacs
pune, delhi / ncr, surat
Work from Office
1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping ...
Posted 2 weeks ago
5.0 - 10.0 years
8 - 15 Lacs
ahmedabad, chennai, surat
Work from Office
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Mo...
Posted 2 weeks ago
7.0 - 10.0 years
15 - 30 Lacs
kolkata, new delhi, hyderabad
Work from Office
Job Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate profile: 1) Minimum 7 Years of experience, ...
Posted 2 weeks ago
5.0 - 7.0 years
8 - 15 Lacs
mumbai, navi mumbai, new delhi
Work from Office
Job Description VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market und...
Posted 2 weeks ago
7.0 - 10.0 years
7 - 10 Lacs
chennai, bengaluru, surat
Work from Office
1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Su...
Posted 2 weeks ago
1.0 - 5.0 years
10 - 15 Lacs
mumbai, hyderabad, delhi / ncr
Work from Office
1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company.
Posted 2 weeks ago
5.0 - 10.0 years
8 - 15 Lacs
ahmedabad
Work from Office
1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios. 7) Mo...
Posted 2 weeks ago
1.0 - 6.0 years
15 - 30 Lacs
kolkata, new delhi, hyderabad
Work from Office
1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.
Posted 2 weeks ago
8.0 - 12.0 years
27 - 30 Lacs
hyderabad, new delhi, bengaluru
Work from Office
1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...
Posted 2 weeks ago
8.0 - 12.0 years
20 - 35 Lacs
kochi/ cochin
Remote
We are hiring Microsoft Dynamics 365 F&O Senior Technical Consultant. Candidate should have a minimum of 8 - 10 years experience in MS Dynamics 365 Duties and Responsibilities Design and develop Microsoft Dynamics AX-based products. Customize and extend Microsoft Dynamics AX using Morph X& X++ Reviews Functional design of given business requirements for technical solutions and detailed technical design (TDD). Produce high-quality TDD documents as per set standards and templates. Provide task details and estimates to the Project lead for building project schedules. Demonstrated track record of successful Dynamics AX technical roles. Providing technical support to our customers during implemen...
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
ahmedabad, gujarat
On-site
You will be working as a Dynamics F&O Technical Resource, focusing on customizations, validations, and verifications. Your role may also involve assisting with configurations, requirements gathering, client communications, documentation, maintenance, and support for projects. Key Responsibilities: - Performing customizations through coding and debugging - Assisting in configurations - Engaging in client communications - Managing data migration and integrations - Conducting training sessions - Supporting and maintaining activities - Documenting processes - Testing and debugging - Ability to work on previous versions (AX 2009, 2012, 2012 R2/R3) - Handling other relevant activities/tasks as req...
Posted 1 month ago
6.0 - 11.0 years
4 - 8 Lacs
ahmedabad
Work from Office
Design and develop custom applications using MicrosoftPowerApps (Canvas and Model-Driven Apps). Integrate PowerApps with other Microsoft services such as SharePoint, Teams, Dynamics 365, and external data sources (e. g. , SQL Server, Azure). Automate workflows and business processes using Power Automate (Flow). Collaborate with stakeholders to gather requirements, understand business processes, and provide technical solutions. Customize and extend Power Platform capabilities using PowerFX, JavaScript, and custom connectors. Ensure application scalability, performance, and security in alignment with organizational standards. Troubleshoot, debug, and optimize applications to resolve issues and...
Posted 1 month ago
4.0 - 9.0 years
5 - 8 Lacs
chennai, gurugram, bengaluru
Work from Office
We are looking for a skilled Dynamics AX Technical Consultant with 4 to 15 years of experience. The ideal candidate will have expertise in Dynamics AX end-to-end implementations, D365 FO, C++, Azure DevOps, and other relevant technologies. This position is available in Bangalore, Hyderabad, Chennai, Pune, Gurugram, and Greater Noida/Kolkata. Roles and Responsibility Design and implement Dynamics AX solutions for clients. Collaborate with cross-functional teams to identify and prioritize project requirements. Develop and maintain technical documentation for Dynamics AX projects. Provide training and support to end-users on Dynamics AX applications. Troubleshoot and resolve technical issues re...
Posted 1 month ago
7.0 - 10.0 years
7 - 11 Lacs
chennai, gurugram, bengaluru
Work from Office
We are looking for a skilled AX SCM (Supply Chain Management) Functional Consultant with 7 to 10 years of experience. The ideal candidate will have a strong background in Dynamics 365 Finance & Operations and Dynamics AX 2012 R3, along with excellent analytical and problem-solving skills. Roles and Responsibility Collaborate with cross-functional teams to design and implement supply chain management solutions using Dynamics AX. Analyze business requirements and develop functional specifications for supply chain management projects. Provide training and support to end-users on Dynamics AX SCM modules. Troubleshoot and resolve issues related to supply chain management processes. Develop and ma...
Posted 1 month ago
8.0 - 12.0 years
1 - 2 Lacs
hyderabad, chennai, bengaluru
Hybrid
D365 F&O Technical Lead 8 to 12 years Lead Engineer JD: • Should have overall 7+ years of experience in Microsoft Axapta. Should have strong hands on experience in Microsoft Dynamics 365. Should have worked on at least 3 end to end D365 implementation projects. Should have handled team of D365 and have customer facing experience. Should have strong hands on experience in coding in X++, MorphX and worked on integration. Should have worked on Forms, SSRS, Workflow, Batch Processing, Tables. Good to have ER, AIF & DIXF. Should have excellent communication skill
Posted 1 month ago
3.0 - 7.0 years
7 - 11 Lacs
pune
Work from Office
As a Software Developer you'll participate in many aspects of the software development lifecycle, such as design, code implementation,. You will work towards delivering specific milestones and objectives in an agile environment, and showcase an ability to work autonomously and communicate well in a work environment with people from different cultures and time zones Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Strong knowledge of X++ and C# for customization Having good knowledge for technical solution design and best practices Guiding team for development of custom form, workflow, reports and process customization Inte...
Posted 1 month ago
10.0 - 15.0 years
6 - 11 Lacs
hyderabad
Work from Office
We are looking forward to hireDynamics AX Professionals in the following areas : Overall 10+ years of experience in Dynamics platform Good experiene in installing and configuring all aspects of Microsoft Dynamics AX versions and D365 Well experienced in LCS management Hands on experience in Instllation and configuration of AX environment Configuring and Maintaining Dynamics administrative tasks such as (User Management, Configuration and Deployment) Basic AD Administration and overall environment responsibility in multi-instance AX environment Code branching and merging, release management and system administration Design, Develop, Test and monitor plans for AX security implementation Perfor...
Posted 1 month ago
7.0 - 12.0 years
15 - 30 Lacs
hyderabad
Work from Office
SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the cl...
Posted 1 month ago
7.0 - 11.0 years
15 - 30 Lacs
kolkata
Work from Office
SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Year...
Posted 1 month ago
8.0 - 12.0 years
15 - 30 Lacs
hyderabad, bengaluru
Hybrid
Experience: - 8+ Years Work location: - Hyderabad / Bangalore (Hybrid Model) Qualification: - B. Tech/BE, M. Tech/ME, M. Sc (Computer/IT), MBA, MCA, B. Sc (Computers) Position/Role: Senior Technical Consultant Dynamics 365 for Finance and Operations This role is responsible for the technical design, programming and testing of functional development for Microsoft Dynamics 365 for Finance and Operations. Listed below is a guide to the primary activities for a Dynamics 365 Technical Consultant on a day-to-day basis; however, this is not intended to be an exhaustive list, but more of an illustration of the type of tasks involved: Overall experience of 8+ years as Technical Consultant- Dynamics 3...
Posted 1 month ago
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