719 Private Banking Jobs - Page 17

Hiring in private banking - You get 100% leads from company - take follow-up on the leads given by the branch - detailed explanation of products to the customers - set up a meeting with potential / existing clients Required Candidate profile -Graduation or Above -Any Sales exp. preferred -Fresher's Can't Apply -Good Communication ship - Age 21 to 38

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/UHNI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/UHNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Location- Mumbai Interested candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Job description Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

Job Title: Relationship Manager - Private Wealth Locations: New Delhi, , Gurgaon, Noida, Lucknow Kolkata, Hyderabad, Bangalore, Pune and Mumbai Job Summary: We are seeking an experienced Relationship Manager to join our Private Wealth team. The successful candidate will be responsible for acquiring and managing High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) clients, providing them with tailored wealth management solutions. Key Responsibilities: - Client Acquisition and Relationship Management - Wealth Management Solutions Experience: 5-15 years of experience in wealth management, private banking, or a related field. Certifications: NISM and IRDA certifications are required. equirements: - Portfolio of 30-100 crores - No relocation cases allowed; career stability is essential How to Apply: If you have relevant experience and meet the requirements, please connect with us on WhatsApp at [91-7668832928] or email your resume to [sonia.tiwari@wowjobs.biz].

Responsibilities: * Manage client portfolios with expertise in wealth management, HNIs & ultra HNIs * Provide investment advice on products & manage mutual funds/PMS * Acquire new clients through private banking services

Position Purpose We are looking for a scrum master to join our client experience division. As a key member of the division, he/she will support agile squads to deliver product increments & release goals meeting vision & planning of product owner and ensure compliance to WMIS governance. Responsibilities Direct Responsibilities Implement and enforce Scrum principles and practices, facilitate continuous improvement, and identify and remove team impediments. Work closely with the scrum team to deliver the project deliverables, prioritization, estimations and planning Project management and release planning proficiency. Ensure the scrum teams adherence to delivery schedule and estimates. Assess & surfaces all schedule risk and communicate accordingly. Creates partnership with product owners, stakeholders and transversal teams (security, solution architects, compliance) Ensure coherence of the tasks in product/sprint backlog and commitment based on release and functionality of overall product Ensures squads compliance to WMIS governance Assures transparency of the work that is being done and communicate its progress via regular reporting inclusive of: o Burndown Charts o Status reports, Risks, Issues Facilitate discussion, decision making, and conflict resolution Contributing Responsibilities A member of the scrum master chapter, to share best practices and grow the community Participate in discovery sessions with customers and stakeholders Assess the Agile maturity of the team. Coach the team to higher levels of maturity, at a pace that is sustainable and comfortable for the team and organization. Build a trusting and safe environment where problems can be raised without fear of blame, retribution, or being judged, with an emphasis of healing and problem solving Technical & Behavioral Competencies Mandatory: 10+ years experience in working with large distributed IT teams practicing agile principles 7+ years of experience as Scrum Master preferably in teams developing client facing/web/mobile applications Certified scrum master Self-starter with strong critical thinker with problem solving aptitude. Great listener and empathetic Good personality with a can-do attitude and interpersonal skills Excellent written and oral communication skills Advantages: Experience with devops & devsecops Prince2, PMP, PMI-ACP certifications are added advantage Exposure to the following domains is a plus Internet Banking, Digital Asset Management, Social Media integration... General banking knowledge or Banking knowledge related to Wealth Management / Private banking is a plus Specific Qualifications (if required) Skills Referential Behavioural Skills(Please select up to 4 skills) Personal Impact / Ability to influence Communication skills - oral & written Attention to detail / rigor Resilience Transversal Skills: (Please select up to 5 skills)Ability to manage a projectAbility to inspire others & generate people's commitmentAnalytical AbilityAbility to manage / facilitate a meeting, seminar, committee, trainingAbility to develop and leverage networksEducation Level:Bachelor Degree or equivalentExperience LevelAt least 10 years

Position Purpose The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development (Format, screen, profile.) Perform Actuate Reports development and support Help / act as BA for various topics. Asset documentation Perform functional testing of PMS domain systems (formalization in ALM System) Perform Business Analysis, interacting with various business representatives Write technical specifications for developments done by technical teams (Unix, Java, WTX maps) Prepare technical deliveries and support implementation by integration teams. Propose solutions and improvements Contribute to key and strategic projects Contribute to Support Activities Perform Project Management activities Perform quality reporting and controls in line with the Teams QACMP Applications managed by the teamTriple A core objects, Triple A data model, functional asset unicity Knowledge of R24, IRIS, TTI, TFI is added advantage. Train other junior team members. Technical & Behavioral Competencies Functional knowledge Minimum Proficiency Level General knowledge about private banking or asset management environment Skilled (15-20 years experience) Business Analysis Skilled(15-20 years experience) Technical skills Minimum Proficiency Level Securities (Equities, bonds, derivatives, Struct. Prods) Skilled(5 years experience) Portfolio Management (asset allocation, rebalancing, ..) Skilled(5 years experience) FX / Money market Skilled(5 years experience) Performance Skilled(5 years experience) Payments Medium (2 years experience) Cash Management Medium (2 years experience) Technical skills Minimum Proficiency Level Oracle, Sybase Medium (4 years experience) Triple A TSL/API framework Medium TripleA Scripting and system set up Skilled(5 years experience) TripleA Front end (GUI) development Format, Screen, Profiles, Meta dictionary, Default values, List , Classification etc Must(5 years experience) Unix (shell scripting) Medium (5 years experience) Quality Assurance / Project Management process Medium (5 years experience) Testing Skilled(3 years experience) Actuate Skilled(5 years experience) Otherskills Minimum Proficiency Level Communication skills Good Team player Good Analytical skills Excellent Specific Qualifications (if required) Minimum qualifications and Experience: Bachelor degree (with major in computer science orfinance) 15 years experience in the private banking or asset management industry 15 years experience in IT Development activities Other Value-added Competencies: Working in Agile / Scrum methodology (Good to have). Skills Referential Behavioural Skills(Please select up to 4 skills) Ability to collaborate / Teamwork Communication skills - oral & written Attention to detail / rigor Adaptability Transversal Skills: (Please select up to 5 skills)Ability to understand, explain and support changeAnalytical AbilityAbility to anticipate business / strategic evolutionAbility to develop and leverage networksAbility to set up relevant performance indicatorsEducation Level:Bachelor Degree or equivalentExperience LevelAt least 15 years Other/Specific Qualifications (if required)Previous working knowledge on Temenos TripleA system is must.Knowledge of process methodologyExperience of business support in a Wealth Management organization is a plusSome knowledge of French language is a plus

Job description Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

Key Deliverables: Manage investment portfolios for HNI and NRI clients Drive mutual fund sales and cross-sell wealth products Provide tailored financial solutions and portfolio strategies Ensure compliance with NISM mutual fund certification Role Responsibilities: Acquire and retain HNI and Ultra HNI clients Conduct financial planning and risk profiling Deliver regular portfolio performance reviews Coordinate with internal teams for seamless service delivery

Key Deliverables: Manage investment portfolios for HNI and NRI clients Drive mutual fund sales and cross-sell wealth products Provide tailored financial solutions and portfolio strategies Ensure compliance with NISM mutual fund certification Role Responsibilities: Acquire and retain HNI and Ultra HNI clients Conduct financial planning and risk profiling Deliver regular portfolio performance reviews Coordinate with internal teams for seamless service delivery

Key Deliverables: Manage investment portfolios for HNI and NRI clients Drive mutual fund sales and cross-sell wealth products Provide tailored financial solutions and portfolio strategies Ensure compliance with NISM mutual fund certification Role Responsibilities: Acquire and retain HNI and Ultra HNI clients Conduct financial planning and risk profiling Deliver regular portfolio performance reviews Coordinate with internal teams for seamless service delivery

Key Deliverables: Manage investment portfolios for HNI and NRI clients Drive mutual fund sales and cross-sell wealth products Provide tailored financial solutions and portfolio strategies Ensure compliance with NISM mutual fund certification Role Responsibilities: Acquire and retain HNI and Ultra HNI clients Conduct financial planning and risk profiling Deliver regular portfolio performance reviews Coordinate with internal teams for seamless service delivery

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills -------------------------------------------------------------------------------------------------------------------------------------- Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies: -------------------------------------------------------------------------------------------------------------------------------------- Lives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability Qualification -------------------------------------------------------------------------------------------------------------------------------------- Post Graduate / MBA from a reputed institute

We are looking for a highly motivated and experienced Branch Relationship Officer to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base through effective sales strategies. Collaborate with internal teams to provide comprehensive solutions to clients. Conduct regular portfolio reviews and provide feedback to management on customer needs. Achieve monthly and quarterly sales targets by selling products such as UCV. Build and maintain a strong understanding of the bank's products and services. Job Requirements Minimum 2 years of experience in sales, preferably in the BFSI industry. Strong knowledge of emerging enterprise banking and UCV sales. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with small finance banks or similar institutions is an advantage.

Responsibilities: * Collaborate with stakeholders on data requirements and reporting needs * Analyze capital market trends using OTC derivatives and private equity data

Responsibilities: * Collaborate with stakeholders on data requirements and reporting needs * Analyze capital market trends using OTC derivatives and private equity data

Position: Manager / Sr. Manager Sales (Experience with private wealth counters / ND and Banking Wealth and Retail) Company: A Leading Mutual Fund Investment Company in India Location: [Specify Location if known] Experience: 4+ Years Qualification: Full-time Graduation (MBA preferred) About the Company Join one of India's top mutual fund investment companies, known for its strong market presence, consistent performance, and customer-centric approach to wealth creation. Key Responsibilities Drive AUM growth , Net Sales , and Market Share for AMC at the assigned branch level. Manage channel relationships across IFAs (Independent Financial Advisors) , National Distributors (NDs) , and Banks . Lead, manage, and develop the branch sales team to achieve business targets. Ensure high standards of Customer Service and Regulatory Compliance . Monitor and support client servicing activities related to payments, redemptions , and query resolution . Required Skills & Experience Proven experience in channel sales and distribution management in the mutual fund or BFSI industry. Ability to build and manage strong relationships with high-end distributors and investors . Deep knowledge of the mutual fund industry , including products, equity, debt, and ETFs . Strong strategic thinking with the ability to execute plans effectively in a competitive environment. Excellent communication, interpersonal, and team leadership skills . High energy levels with a proactive, target-driven approach. Preferred Candidate Profile Prior experience in handling a large number of IFAs and National Distributors . A pleasing personality and a confident communicator. Strong business acumen with an eye for growth opportunities in the region. To Apply: If this opportunity interests you, please share your updated resume at GAURAV@FLEXYMANAGERS.COM or contact us at 9599518777. Thanks & Regards Gaurav Thakur Interim Management Solutions Pvt. Ltd Contact: (M) +91-9599518777 Email id: gaurav@flexymanagers.com Company URL : www.flexymanagers.com https://www.linkedin.com/in/gaurav-thakur-a385072b/

Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Temenos T24 Technical Analyst Manager - Private Banking Key Words – Development, TAFJ, Multi company, coding, design, Integration & Interaction framework, Gitlab, JBoss, SQL developer, Temenos Unit test framework, Job schedulers, T24 COB, Private banking, Securities GENERAL DESCRIPTION This role is for a T24 Technical Lead with a deep understanding of private banking modules, also acting as a senior developer kEY FEATURES OF THE POSITION Functional / Technical 9-13 years of hands-on experience in Development and delivery experience with T24 and TAFJ R23 or higher in a multi-company multi-application server set-up Have functional understanding of Private Banking and Finance modules in T24 Ability to write technical solution based on BRDs Hands on experience in analysis, design, coding, and implementation of complex and custom-built solution Hands on experience with Integration & Interaction frameworks and Streaming solutions Experience in Design Studio, Gitlab, JBOSS, SQL developer, Temenos Unit Test framework, JIRA, Job schedulers (AWA) Passionate about technologies, building robust and scalable interfaces and local developments Work collaboratively with team to achieve goals. Experience working in a Safe Agile environment Experience in usage of logging and monitoring tools like Tivoli, Dynatrace and Splunk Deep understanding of T24 COB and Services framework to build robust solutions Investigate and resolve production issues (RTB) to help maintain a stable production environment; remain cool and effective in crisis Have functional understanding of Private Banking and Finance modules in T24 Participate in reviews meetings and provide updates on project progress Effectively manage the development resources and deliveries from the squad Fair understanding of the deployment architecture and infrastructure Fair understanding of the Oracle DB concepts like indexes, SQL query design and Linux OS scripts Client / Stakeholder Management (internal & external) Stake holder management – working closely with Finance, Ops, business change engineers, and project managers to drive and manage IT delivery Ensure awareness, involvement and support from the key stakeholders and participants by building strong project teams and maintaining robust communication on the project status throughout its life cycle Supervisory Responsibilities Drive and review technical and architectural design, enforce architectural guidelines and challenge status quo Regulatory Responsibilities &/OR Risk Management Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations Take responsibility for ensuring that risks and issues are identified and managed closely and drive all stakeholders to deliver on time and to the required quality standards Responsibilities as a guardrail for the platform Development standards and T24 coding best practices are followed Build fully complies with the blueprint, security concept and infra design T-shirt sizes and estimates are within estimate framework Impact assessment of all T24 changes and identify downstream impact Design uses the correct integration patterns and formats Design is fully scalable, reliable and resilient Design is not creating any platform debt (or) using any obsolete technology Non-functional requirements are fully met Documentation updates and sign off like JIRA, Confluence, unit test documents, source code review reports, sonar scans, vulnerability scans, operational handover documents, etc. Inform platform AR of any item to report to security, IT risk, architecture to register Close collaboration with Business Engineers, System Architects, PMs, test management teams Continuous sharing of latest dev concepts with developers SKILLS REQUIREMENTS OF THE POSITION Professional and Technical Professional Minimum 9 years of development experience in T24 platforms Deep understanding of the Private banking modules Implementation experience of the SWIFT messaging, interfacing patterns, STP processes Excellent personal organisation and ability to prioritise and carry out multiple tasks. Able to influence and drive projects to meet key milestones and overcome challenges Able to translate functional requirements to efficient and fit-for-purpose technical solutions Technical Must Have : T24 R23 and higher TAFJ R23 and higher Multi-Company set-up and multi-app server set-up Hands on with Design Studio, Source code repository, Job schedulers, SQL developer Experience with T24 development on Cloud environments Experience in Temenos Unit Test framework Integration framework, Outbox Event Streaming and Interaction framework (IRIS), MQ, JBOSS T24 COB and Services framework Desirable : Exposure to T24 Upgrade and migration processes T24 performance optimisation and T24 data Archiving Experience with Tivoli, Dynatrace, Splunk or similar tools for logging and monitoring Oracle DB concepts relevant to T24, Linux scripts Understanding of deployment architecture and infrastructure Experience in T24 Upgrades and data migration best practices Personal and Social Good communication skills Good work ethics Good problem-solving abilities Good team player Good service attitude Systematic and meticulous Ability to work both independently as well as in team

Locations: Mumbai, Pune, Nasik & Ahmedabad. Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a dailyweekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers Execution on Key InitiativesManagement - Discussion MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

9 am to 6 pm - 5 days a week working Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor''s degree in Finance, Economics, Business, or a related field. Master''s degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret complex financial data and market trends. - Familiarity with relevant regulations and compliance standards. - Exceptional attention to detail, organization, and time management skills. - Ability to adapt to changing market conditions and client needs