We are Hiring! Role: Relationship Manager – Private Wealth (Designation will be as per experience) Location: Mumbai, Delhi, Bangalore About Client: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: • Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. • Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equities o Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual funds o Structured products o Arbitrage opportunities o Private credit o Insurance o Alternative investments o Legacy planning o International investing o Tax minimization strategies • Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. • Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. • Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. • Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: • Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. • A strong understanding of financial markets, investment products, and wealth management strategies. • Unwavering integrity and a commitment to ethical conduct. • Ability to navigate complex interpersonal dynamics with diplomacy and discretion. • A proactive and client-centric approach to service. • Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available. Show more Show less
**Please go through the JD before you apply for the role. Only Mumbai candidates can apply Job Description - Role We are looking for a visionary CTO to lead product innovation, drive end-to-end solution building, and own the technology roadmap. The ideal candidate will work closely with cross-functional teams to align tech strategy with business goals, guide the development of scalable products, and implement cutting-edge technologies that position us for future growth. Candidate should possess strong expertise in leveraging the latest technologies to create new and enhanced product features that drive innovation and business value. Expertise / Skills Product built on Programming languages: Asp.Net, MVC, C#, Angular 16, SQL, excellent Oops concept, Data and Business Intelligence Software's, Cloud/Server Technologies, PAAS Services, Application Hardware sizing. ERP Product Development Manage product development timelines, budgets and resources. Should have experience in managing multiple products simultaneously. Responsibilities Lead of a Software Product Development team, Quality Assurance team, UI/UX Team, Business Intelligence Team, AL-ML Team. Act as a strategic guide to Product Managers, driving scalable, user-focused solutions. Champion creative problem-solving and adopt emerging technologies for competitive advantage. Be the product and innovation driver shaping our future through technology leadership Build and mentor high-performing tech teams with a focus on agile, product-first development Develop Product vision roadmaps that outline the planned features and enhancements of products, prioritizing them based on customer and business needs. Development and Continuous enhancement of Product Architecture and Framework. Develop and maintain product development processes, procedures and documentation to ensure quality and timely delivery Develop and maintain product design documents, requirements, and specifications. Develop technical documentation throughout the software development life cycle (SDLC) improve existing software. Ensuring product security and data protection. Desired Candidate details Minimum of 10 years of experience in ERP Product Development & 5 years as HOD from Product Development organization. Good understanding of ERP Software Product Development / SAAS. Effective Leadership Skills with business acumen Strong analytical, problem-solving & innovative skills Good communication skills both in writing and verbally with ability to present the complex ideas or technical solutions with ease. Knowledge of Agile software development methodologies & latest technologies. Knowledge of AI/ML / Low Code will be added advantage Total Experience 15+ years Education Bachelor of Engineering in IT / MCA / B.Tech