3643 Wealth Management Jobs - Page 19

You should have sound knowledge of Wealth domain expertise. Your responsibilities will include assisting in raising funds from HNI / UHNI clients by conducting Technical & Fundamental research for equities and providing advice to clients associated with the wealth managers. It will be essential to conduct regular meetings with active clients, aiming to convert dormant clients into active ones in collaboration with the respective wealth manager. You will also need to schedule regular regional visits for HNI client meetings and seminar/events. Furthermore, you will be required to send research reports to current and potential clients, as well as assist in composing quarterly client newsletters. Providing investment support, education, and guidance to clients, prospects, and Relationship Managers is a crucial part of this role. You will also need to update clients and Relationship Managers on investment opportunities and stay informed about competitors" investment capabilities, product offerings, and pricing policies. The ideal candidate should possess an MBA/PGDBA/PGPM or equivalent degree, along with certifications such as AMFI, NISM, and IRDA.,

As a member of the Private Banking Group's Digital Platform team at Morgan Stanley, you will be part of an innovative and dynamic group dedicated to enhancing the client experience and expanding product offerings. We are currently focused on building an industry-leading CRM platform for the Private Bank Group, with a vision to deepen client engagement and improve the overall experience for both clients and financial advisors. In this role, you will be responsible for defining the Customer Relationship Management (CRM) strategy for PBG client-facing professionals and leading the development of the next generation CRM platform using Salesforce. Your duties will involve collaborating with stakeholders, writing requirements/user stories, and overseeing the end-to-end execution of product strategies. Additionally, you will engage in activities such as end-user research, data analysis, UX/UI and tech design, testing strategies, and presenting project updates to senior management and key stakeholders. To be successful in this position, you should have 0.6 to 2 years of professional experience in technology product management and design, as well as experience in wealth management, retail banking, and/or consumer financial technology. Familiarity with Salesforce CRM platform and software business analysis is advantageous. A BA/BS degree is required for this role. The ideal candidate will possess strong attention to detail, a focus on usability and design, excellent relationship-building skills, and the ability to work independently in a fast-paced environment. You should also be a strategic thinker, an effective communicator, and have a high sense of ownership and accountability for your work. Proficiency in Excel and PowerPoint is essential for this role. At Morgan Stanley, we are committed to maintaining a first-class service and high standard of excellence, guided by our core values of putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. By joining our team, you will have the opportunity to work alongside talented individuals in a supportive and empowering environment, where your contributions are valued and recognized. If you are looking to be part of a collaborative and innovative team dedicated to delivering exceptional solutions and driving growth in the financial services industry, we encourage you to apply for this exciting opportunity at Morgan Stanley.,

Responsibilities: Manage client portfolios Collaborate with investment team Monitor market trends Meet revenue targets Provide exceptional service Health insurance Annual bonus

We are Hiring for Bancassurance Officer - Bank Channel Eligibility- Graduation Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales activities within a branch Req 1 year sales in Life Insurance No charges Contact 9131427672

We are Hiring for Bancassurance Officer - Bank Channel Role- 1 -Responsible for assisting Branch Sales 2- Implementing sales and marketing activities within a branch Required 2 year sales Experienced in BFSI Contact 9340458060 No Charges

Strong Knowledge About:- Equity & Derivatives & Wealth Product Third Party KEY RESPONSIBILITIES Business Growth & Revenue Generation Develop strategies to increase revenue, customer base, and wallet share. Drive cross-selling & upselling of financial products to HNI clients. Achieve sales and revenue targets for each branch. Branch Operations & Compliance Ensure seamless branch operations with a focus on customer experience and efficiency. Implement and monitor SOPs for key processes like account opening & trade execution. Ensure compliance with SEBI and exchange regulations. Customer Relationship & Retention Enhance client retention and AUM through engagement strategies. Offer personalized wealth management solutions. Oversee Relationship Managers to ensure top-tier client service.

Approach prospecting new clients & advice Financial Products & Services based on client needs conducting market analysis ensuring compliance with regulations. Building relationship & advising clients on investment wealth management insurance etc Required Candidate profile Financial Sales Experience Good Experience in Investment, Insurance, Wealth management etc Handling HNI clients Kindly reach us @ Hema - 7305057834 adducoindia@gmail.com

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. • Create an incremental SIP Book • Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. • Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile • Strong communication & written skills Fluency in local language is an added advantage. • Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) With At least 2 years in Selling financial products and services

TL manual Testers with Wealth Management experience:Key Responsibilities:Test Plan Development:Creating comprehensive test plans and strategies based on project requirements and specifications Test Execution:Conducting manual testing, including functional, regression, and performance testing Defect Management:Identifying, documenting, and tracking defects using appropriate tools, and working with developers to resolve issues Team Leadership:Supervising, mentoring, and guiding manual testers, ensuring they are properly trained and equipped to perform their duties effectively Process Improvement:Identifying and implementing improvements to testing methodologies and processes to enhance overall quality Compliance:Ensuring adherence to compliance and regulatory standards in wealth management applications Communication & Collaboration:Collaborating with cross-functional teams, including developers, product managers, and business analysts, to clarify requirements and ensure project success Reporting & Tracking:Monitoring and reporting on testing progress, risks, and issues, providing regular updates to stakeholders Documentation:Maintaining accurate and up-to-date test documentation, including test cases, scenarios, and results Environment Management:Managing testing environments and ensuring they are appropriately configured and updated

Job Title: RSKCentral Risk Job Code: 9826 Country: IN City: Mumbai Skill Category: Risk Description: Nomura Overview: Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com . . At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been wellrecognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Divisional Overview: The Risk Management Division encompasses the firm's comprehensive risk framework responsible for determining and managing the overall risk appetite for the firm. The division is responsible for effectively managing the firm's riskreturn profile, which ensures the efficient deployment of the firm's capital. It is one of the firm's core competencies and is independent of the trading areas and operational areas. Business Overview: Global Risk Head Quarters team works closely with the senior management of Nomura, preparing senior management committee packs, supporting central governance frameworks and assisting with other adhoc reports. The Global Risk HQ Reporting team liaises with other functions within Nomura, including Risk functions, Treasury & Finance, New Business, etc. across all the regions to provide a comprehensive picture of the risks Nomura faces. This role within the GRHQ team is focused on EUC Governance. The team is expected to ensure risk associated with EUCs being deployed as part of different processes is mitigated through sufficient governance measures. The role requires working with multiple risk stripes across all regions. The team is also expected to be proactive in bringing issues of importance to the notice of the senior management. Position Specifications: Corporate Title Associate Functional Title Associate/Senior Associate Experience 68 years Qualification Graduate or PostGraduate / MBA from a reputed institute Role & Responsibilities: Contributes to the design and rollout of the EUC governance framework across Risk Management division Acts as a point of contact to senior stakeholders and/or other team members for any EUC governance related matters Ensure the periodic attestation of the EUCs in the central repository is being carried out as required and escalate overdue instances where applicable Ensure additional EUC governance requirements applicable for Risk Division are being followed as expected using EUC reports based on inventory data as a tool. Respond to queries raised as part of the attestation process as well as on an adhoc basis by various teams related to the established EUC governance process Plays a pivotal role in setting up and operating necessary periodic forums to govern and socialize the relevant statistics for the division To automate relevant metrics, KPIs/KRIs using Python or data visualization tools like Power BI etc. To maintain proper documentation of all the processes including any regulatory assignments and attestations Demonstrates technical acumen that enables the professional to advise on significant decisions related to adoption of tools/products Performs other duties and tasks as assigned Can operate with a limited level of direct supervision Help with other ad hoc GRHQ activities as the need arises Mind Set: Mandatory Desired Domain Should have an understanding of the Risk domain and financial markets. Should have analytical bend of mind Should be proactive in collaborating with multiple stakeholders including senior management. Should be strong in attention to details. Good spoken and written communication skills and flexibility / adaptability required. Prior experience in EUC governance. Any prior experience in the field of AI governance (not mandatory) Technical Should have strong excel and presentation skills. Expert skills in python, Alteryx, Power BI will be an added advantage in addition to experience in using SQL skills to extract data from different sources. The firm is an equal opportunity employer, and we are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. The firm and its affiliates prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age.

Designation- Manager/ Sr Manager- Wealth Management Job Profile: Develop and provide solutions to the client s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the client s basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation **** Existing AUM which can be transferred **** Desired Candidate Profile: Candidate Should have minimum 3 - 5 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM garnering

Req ID: 332228 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Business Consulting- Functional DB consultant to join our team in Pune, Mah r shtra (IN-MH), India (IN). Primary skills: Domain-Capital Markets-Wealth Management is mandatory Key Responsibilities: Requirements Gathering and Analysis: Working with stakeholders to understand business needs and translate them into database requirements. Database Design and Implementation: Designing and developing database schemas, data models, and database structures to support business processes. Database Optimization and Tuning: Improving database performance, efficiency, and scalability through optimization techniques. Data Migration and Integration: Developing and implementing strategies for migrating data between systems and integrating data from various sources. Security and Access Control: Ensuring the security and integrity of the database by implementing appropriate security measures and access controls. Troubleshooting and Support: Diagnosing and resolving database-related issues, providing support to end-users, and collaborating with technical teams. Documentation and Training: Creating and maintaining documentation related to database design, implementation, and usage, as well as providing training to users. Collaboration: Working with developers, system administrators, and other stakeholders to ensure seamless database integration with other systems. Staying Current: Keeping up-to-date with the latest database technologies, best practices, and security standards. Skills and Qualifications: Database Expertise: Strong knowledge of database concepts, design principles, and various database systems (e.g., Oracle , SQL Server , PostgreSQL ). SQL Proficiency: Solid understanding of SQL and experience with writing complex queries. Data Modeling: Ability to create and interpret data models. Business Acumen: Understanding of business processes and how they relate to database design and implementation. Communication Skills: Excellent communication and interpersonal skills to effectively interact with stakeholders and team members. Problem-Solving Skills: Strong analytical and problem-solving skills to troubleshoot and resolve database issues. Experience with Cloud Technologies: Familiarity with cloud-based database solutions (e.g., AWS , Azure , Google Cloud ) is often preferred. Project Management Skills: Experience in managing database projects, including planning, execution, and delivery.

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you ll get exposed to different cultures, people, and business development happening around the world. What is the Supervisor - Operations responsible for? Fiduciary Operations continue to evolve into a more complex, data-driven function that supports our global service model. In this environment, the role of Supervisor requires increasing levels of accountability, subject matter expertise, and leadership to ensure productivity and service excellence. Subject Matter Expertise and Team Support: Serve as a reliable subject matter expert by assisting with day-to-day operational tasks and providing hands-on support, particularly when team members are unavailable. Proactive Execution and Accountability: Demonstrate initiative by meeting deadlines, providing timely status updates, and following through on all assigned tasks and open items without prompting. Communication and Documentation: Improve written communication skills to clearly articulate issues such as operational breaks, errors, and system defects, along with their root causes, proposed solutions, and final resolutions. It is equally critical that the supervisor be able to ascertain when this level of work and detail is required. Managerial Alignment and Instruction Delivery: Ensure directives from Management are understood and accurately conveyed to the team, reinforcing clarity and consistency in execution. Operational Oversight and Approval Responsibilities: Approach all approval responsibilities with precision, recognizing the critical role this function plays in ensuring accuracy and minimizing errors. Policy Familiarity and Procedural Updates: Maintain thorough knowledge of Security Services team procedures, and ensure they are reviewed and updated regularly as needed. Team Coordination and Workload Prioritization: Take ownership in coordinating team activities, stepping in to manage workloads when priorities shift or capacity is constrained. Deadline Management: Uphold accountability for meeting deadlines independently, without requiring follow-up from Management. Technical Proficiency - Excel: Strengthening Excel skills, which are essential for data analysis, reporting, and overall success within the Security Services functions. Cross-Functional Collaboration: Establish a collaborative and productive working relationship with all operational teams. People Leadership and Team Development: Demonstrate effective people leadership by setting a professional tone, modeling accountability, providing constructive feedback, and creating a supportive environment that motivates and engages the team. This includes addressing performance issues directly, recognizing team contributions, and facilitating continuous development. What are the ongoing responsibilities of the Supervisor - Operations? Supervise the Securities Services Team (SST) staff: Monitor staff performance measurements and provide timely feedback to both staff and management. Ensure staff is effectively trained to execute their daily responsibilities. Create career progression plans for Sr. Analyst Create succession plans for Sr. Analyst Evaluating Performance appraisals Hire, terminate Mentor & train, as needed Oversee the SST functions: Maintain, recommend and implement efficient departmental processes and ensure departmental procedures are kept current and an effective control environment is maintained Ensure all daily work is completed timely, accurately and according to procedures Aged Fails should be resolved by finding different solutions; escalating to LOB or Custodian as needed. Ensure all management reporting is complete, timely and effective given any process or data changes. Participate in the Annual Risk review of the process Addressing Functional queries and should ensure timely resolution of issues while taking into consideration impact of issues and sites and escalate to Manager, as necessary. Should be point of escalation Adhere and ensure adherence to the Fiduciary clean desk and paper shredding policy Support Internal/External Audits Identify and implement process improvements Identify and communicate workflow and training deficiencies and develop resulting action plans, etc. Maintain a regular communication medium with business partners to discuss service levels and trends identified. Establish and maintain quality standards for external and internal verbal/written communication Assist in the management of projects assigned to the SST: Assist and provide input into project plan Participate an Leads Business projects Report any issue or problems proactively Back up Manager or Other supervisors within the department, as needed Maintain Business Continuity procedures and creating BCP site for all activity done in this location. What ideal qualifications, skills & experience would help someone to be successful? MBA (Finance) degree required with focus on accountancy/commerce 1-2 years experience as supervisor or above Overall working experience of 8+ years Background in finance desirable Experience in global trading & settlements functions (trade settlements, corporate actions, securities processing) Sound Knowledge of financial markets and various security types Excellent communication skills required - both oral and written Heavy interaction with many US sites - ability to communicate well in English Extensive use of MS Excel and PowerPoint Strong Organization and project management skills Strong knowledge of FX and securities markets Strong Securities service market knowledge and knowledge of OTC product. Strong transition management skills Ability to solve complex problems on a regular basis Must be able to make quick decisions and implement, while still being thorough Strong technical and analytical skills Document and implement controls of new processes. Conflict resolution skills Supervise a staff of individuals with varying levels of experience and backgrounds. Responsible for the training and development of assigned personnel. Recommend and implement changes/additions to group procedures to increase efficiency and/or accuracy. Ability to lead change strategies and hold staff accountable for action Ability to influence and negotiate within own department and across the organization Work Shift Timings - 6:30 PM - 3:30 AM IST Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for . In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

About Plum Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organizations. Plum is on a mission to provide the highest quality insurance and healthcare to 10 million lives by FY2030, through companies that care. Plum is backed by Tiger Global and Peak XV Partners. Having found exceptional product/market fit, we re in the midst of transitioning from 'start-up' to scale-up , and are looking for a rockstar Employee benefits consultant to capitalise on the huge demand for our product. Role & Responsibilities Assist Plum s clientele to purchase life insurance products in line with their needs. Ensure a high level of responsiveness with prospects through the sales process. Navigate complex sales cycles in tandem with some of the largest insurers to ensure best-in-class experience for the customers. Liaise with partner insurers to develop and enhance product offerings, manage day-to-day operations wrt policy booking, placement, and post sales services. Requirements 1-3 years of sales experience; preferably at a fast-growing BFSI/B2C Sales. The ability to execute highly credible and articulate face-to-face, over the phone, and email conversations. The ability to pitch complex ideas & products in an elegant, compelling way. The ability to work with tight targets and timelines. Eagerness to learn, has a stronger challenger mindset to work at multiple level with different partners. Experience of having worked with an insur-tech / insurer / broker agency is a big plus. Experience of having worked in financial services / personal finance / wealth management space is a good to have.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role Description The Business Functional Analyst is responsible for analyzing the requirements and requests from the Documentary Trade business as well as identifying and assessing change needs. The Business Functional Analyst captures and documents requirements, analyses the impact of changes and supports the business throughout the implementation process. They are required to understand the business requirements and map the same to system functionalities. Your key responsibilities Work closely together with the Product Owner and other squad members, to ensure right granularity of requirements specification on an epic / story level Responsible for User Story Creation Translate business needs: Create models, diagrams, presentations and other documentations that support the target audience to understand the business requirements Facilitate communication at team level in order to create consensus on scope, design decisions, and implementation decisions Validate requirements, Testing & Training (if required): validate e2e requirements via reviews, walkthroughs, and demo Ensure the right granularity of user story's by applying slicing techniques in scope of estimation and completion in a single sprint Supports the design and conceptualization of new business solution options and articulates identified impacts and risks Together with the Scrum Master assures that a proper number of Items enter into Sprint Backlog Outline business value of each requirement together with Business Functional Analyst and Product Owners and continuously engages with Engineering, POs and Journey experts to ensure development is aligned to what is required Provides domain and functional expertise as required Understands vision of the product and ensures development activities reflect that vision into the product Works with engineers, to prioritize, trouble shoot and resolve reported bugs / issues / stories on applications Drives data discovery, sourcing, modelling and analytics to support the creation of data flows and models. This includes researching and profiling data sources in data categories of expertise Evaluating dependences, interfaces and specifying inputs and formatting outputs to meet the business' Responsible for defining Non-Functional Requirements. Contribute to Communities of Practices applicable for Functional Analyst / Product Owner Role.

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

. Any bench profiles please submit on priority This position is for a Web Services Developer (.NET/C#) for Brokerage Wealth Management FAP PAG at Brokerages Bangalore location. It provides technology solutions for Financial Advisors and WAA/CSA. The application Suite includes Advisory Unify, GPS and a comprehensive set of Business Components that enable the Financial Planning, Monitoring, Client Reporting and Business Management capabilities to end users. The charter of this team is to develop FA facing Websites and applications. Working as a member of this team, the candidate will be responsible for developing and supporting applications/services. This is a hands-on role and is responsible for analyzing user specifications and requirements and providing assistance in coding, testing and debugging applications. The Right Candidate Has in-depth understanding of the full software development life cycle. Deep familiarity with modern software development and design concepts encompassing a range of languages and platforms. Take ownership of small/medium applications, or application components and ensure delivery of the same through his/her team. Understands business needs and priorities, and provides thought leadership on potential solutions and the opportunities for technology to create positive impact on the business. Has excellent analytical and problem solving skills that are coupled with strong communication, anticipates issues and deals with them proactively. Is team oriented, highly collaborative, works effectively to build strong long term partnerships with stakeholders at all levels of the organization and across a variety of business and IT functions. Self-motivated team player committed to delivering on time and should be able to work with under supervision. Demonstrates a passion for technology innovation balanced with a pragmatic approach to developing and deploying solutions that best benefit the business. Nimble, adaptable, able to express ideas in meetings & design discussions, comfortable with ambiguity; course correct when circumstances change. Skill Set: Primary skills 5+ years of professional experience using .NET technologies with an emphasis on C#, Restful APIs . 2+ years of professional experience in Angular and or any other UI technologies 3+ years of experience creating/consuming web services and data Should have 1+ years experience of working with geographically dispersed teams, that fall across different time zones Strong Communication Skills Strong Analysis, Design and Development Skills Good problem-solving skills Solid understanding and experience with Object-Oriented design and development Good to have skills Working experience with Agile methodologies would be useful Prior work on in the banking/brokerage industry a plus Prior work experience with multi-threaded/ performance intensive applications Knowledge of Angular or any UI technologies, .Net core, docker or container-based applications Prior work experience with cloud-based applications

Relationship Manager ( Sales Dealer) Job Responsibility Team HR | Indira Securities Pvt Ltd Qualification Package REFERANCE ID: ISPLRPCG Industry: Broking Financial Services Location: Bhilai ,Raipur (CG) Key Responsibilities: Client Acquisition Retention: Onboard new clients, maintain relationships, and provide investment advisory. Revenue Growth: Achieve revenue targets through brokerage, cross-selling, and increasing trade volumes. Customer Service: Handle queries, resolve issues, and coordinate with back-office operations. Business Development: Leverage networking, referrals, and industry events to expand the client base. Reporting: Track sales performance, revenue, and client interactions. Regards Education: Graduate/Postgraduate in Finance, Business (NISM preferred). Experience: Minimum 2-5 years in broking, wealth management, or financial services. As per industry standards.

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them. " Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms. " To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

About The Role Responsible for the achievement of TFX targets assigned to the branches/channels Takes care of about 6 12 branches and mostly aligned with ABM of branch banking, OR, a particular business segment (like Privy, Wealth, WCG, CorpSal etc) Identifies the TFX & FES opportunities in the assigned catchment segment Regularly interacts with the branches channels and presents the analysis of stock, market intelligence Identifies the training needs and puts the capability building plan in place Gathers the gather market information competition trends to facilitate product developments improvements by H O Product team Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O Responsible for the quality of the accounts and compliance issues Ensures all customer queries/complaints, if any, are responded within the defined TAT Ensures that the branches channels are adhered to all processes & guidelines Responsible for the channel team"s productivity Personality Traits & Required Skills: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Should possess good analytical & presentation skills Qualification: B.E/B.Tech & MBA the most preferred CA second preference MBA is a must for the candidates, other than CA OR B.E/B.Tech Experience, Age & Grade 2 - 8 years of relevant experience, i.e., Trade & Forex

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales. " Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate. " No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.