3636 Wealth Management Jobs - Page 4

Role Description 1. AI Product Strategy & Execution Define and drive the product vision, roadmap, and execution strategy for AI-powered solutions, with a focus on computer vision technologies and real-time AI models. Own key product KPIs, including model accuracy, latency, adoption rate, and computational efficiency for cloud/edge deployments. Lead the end-to-end product lifecycle, from conceptualization and prototyping to large-scale deployment. Ensure scalability, modularity, and reusability of AI & Engineering components across different use cases, by working closely with Engineering and AI scientist team . Optimize AI model performance for edge devices, low-latency processing, and cloud-scale inference. Establish robust processes for development, QA testing, and deployments within the team. 2. Product Engineering for Cloud and Edge deployments AI Product Engineering & Scalable Architecture Architect and optimize scalable AI/ML pipelines, ensuring low-latency, high-availability systems. Collaborate with AI/ML teams to integrate Computer Vision, Deep Learning, and Reinforcement Learning models into production systems. Cloud Engineering & Infrastructure Design and implement highly scalable, distributed cloud infrastructure on Cloud (AWS, Azure, or GCP) Implement containerization (Docker, Kubernetes) and microservices architecture for AI-driven applications Edge Deployment & Optimization AI model deployment on edge devices, ensuring efficiency in resource-constrained environments. 3. AI Solutioning & Technical Problem-Solving Partner with AI and engineering teams to define, train, and deploy computer vision models for real-time applications. Guide experimentation and model fine-tuning to improve object detection, tracking, segmentation, and classification tasks. Drive decisions on model architectures (CNNs, Vision Transformers, YOLO,Reinforcement learning etc.) and deployment strategies for cloud (AWS/GCP/Azure) and edge (NVIDIA Jetson, TPUs). Work with data science teams to ensure high-quality labeled datasets, model explainability, and model stability. Optimize AI pipelines for real-time inferencing, multi-camera vision processing, and computational efficiency. Balance experimentation and rapid delivery, ensuring faster time-to-market for AI innovations. Technical Skills Technical Acumen: Strong understanding of computer vision models (CNNs, Vision Transformers, YOLO, TrackNet, etc.), data pipelines, and AI/ML deployment architectures Cloud & Edge AI Deployment: Experience in deploying AI models on cloud (AWS/GCP/Azure) and edge (Jetson, FPGAs, TPUs) environments, optimizing for latency and efficiency. Strategic Thinking & Solutioning: Ability to define AI-driven solutions for complex, open-ended problems. Nice-to-have skills Stakeholder & CXO Influence: Proven ability to engage and influence senior executives, business leaders, and technical teams. Agile Product Development: Experience with JIRA, Scrum, backlog grooming, and iterative development. Excellent Communication: Ability to articulate technical AI concepts to both technical and non-technical audiences. Qualifications Experience in AI Product Management: 13-16 years in product management, with a strong track record in AI/ML-powered solutions, real-time data products, or high-tech innovations.

Role Description : As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Providing guidance and mentorship to junior Investment Ops Managers Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Provide leadership, guidance, and support to team members, ensuring the successful completion of tasks, and promoting a positive work environment that fosters collaboration and productivity, taking responsibility of the whole team. Qualifications 4-6 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Role Description : As a Software Engineer - Data Reporting Services at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing. Roles & Responsibilities: Design and develop reports and dashboards to help businesses make data-driven decisions. Develop data models and perform data analysis to identify trends and insights. Work with stakeholders to understand their reporting needs and develop solutions that meet those needs. Proficiency in data visualization tools like Tableau, Power BI, and QlikView. Technical Skills Skills Requirements: Strong knowledge of SQL and data querying tools such as Tableau, Power BI, or QlikView Experience in designing and developing data reports and dashboards Familiarity with data integration and ETL tools such as Talend or Informatica Understanding of data governance and data quality concepts Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Qualifications 3-5 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Role Description Responsible for Managing general accounting functions and Ensuring Accounting policies compliances. Ensuring that accounting align with UK/ US GAAP. Overseeing the daily activities of the accounting department and ensuring that all major projects, month end and year end reports are completed accurately and on time. Responsible for month end and year end close process Review the Journals entered by the teams - AP, AR, GL of respective regions Knowledge of intercompany transactions - accounting, compliance and assisting the audit of respective regions. Transition new processes and lead knowledge transition from client. Develop and document business process and accounting policies to maintain and strengthen internal controls Balance sheet reconciliations Qualifications M.com/ MBA Finance/ CA (Inter)/ CMA (Inter) Knowledge of UK/ US GAAP and IFRS shall be preferred Should have 8+ Yrs of relevant experience. Minimum 3 years of experience in team management Fluent written and spoken English skills, able to use English to communicate with worldwide peers. Administrative, organizational and communication skills Compliance oriented. Excellent planning, analytical and interpersonal skills. Working experience in SAP shall be preferred Flexibility to work in UK time

Role Description : As a Senior Data Reporting Services Specialist at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing. Roles & Responsibilities: Design and develop reports and dashboards to help businesses make data-driven decisions. Develop data models and perform data analysis to identify trends and insights. Work with stakeholders to understand their reporting needs and develop solutions that meet those needs. Proficiency in data visualization tools like Tableau, Power BI, and QlikView. Technical Skills Skills Requirements: Strong knowledge of SQL and data querying tools such as Tableau, Power BI, or QlikView Experience in designing and developing data reports and dashboards Familiarity with data integration and ETL tools such as Talend or Informatica Understanding of data governance and data quality concepts Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Provide leadership, guidance, and support to team members, ensuring the successful completion of tasks, and promoting a positive work environment that fosters collaboration and productivity, taking responsibility of the whole team. Qualifications 4-6 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Role Description : As a Senior Product Manager at Incedo, you will be responsible for the development and management of product roadmaps and requirements. You should have experience with Agile methodologies and be able to work collaboratively with cross-functional teams. Roles & Responsibilities: Define product vision, strategy, and roadmap in collaboration with cross-functional teams Conduct market research and competitive analysis to identify product opportunities and threats Develop and maintain product requirements, user stories, and use cases Prioritize and manage product backlog in collaboration with development teams Communicate product vision and progress to stakeholders and executive leadership Technical Skills Skills Requirements: Strong understanding of product management principles and methodologies. Ability to develop and execute product strategy and roadmaps. Experience in market research, customer needs analysis, and competitive analysis. Good communication and leadership skills. Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Provide leadership, guidance, and support to team members, ensuring the successful completion of tasks, and promoting a positive work environment that fosters collaboration and productivity, taking responsibility of the whole team. Nice-to-have skills Qualifications 4-6 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred.

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given.Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.Cross-sale of assets products.Back-up to relationship managers holding HNI relationships.Ensure low attrition ratios.Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.Experienced customer service candidates from financial services ( those from MFund, securitieshouses etc)with sales orientation can be considered

As a Senior Principle Engineer - Technical Program Management at Incedo, you will be responsible for the successful delivery of complex technical programs. You should have experience with program management methodologies and be able to work collaboratively with cross-functional teams. Roles & Responsibilities: Writing high quality code, participating in code reviews, designing systems of varying complexity and scope, and creating high quality documents substantiating the architecture. Engaging with clients, understanding their technical requirements, planning and liaising with other team members to develop technical design & approach to deliver end-to-end solutions. Mentor & guide junior team members, review their code, establish quality gates, build & deploy code using CI/CD pipelines, apply secure coding practices, adopt unit-testing frameworks, provide better coverage, etc. Responsible for teams growth. Foster a collaborative and supportive work environment, promoting open communication and teamwork. Demonstrate strong leadership skills, with the ability to inspire and motivate team members to perform at their best. Technical Skills Software development experience using Java & Spring Boot. Familiar with Micro Service & Event-Driven architecture. Experience in building RESTful APIs and relational databases. Experience in UNIX or Shell scripting is a plus. Having knowledge in J2EE is an added advantage. Professional experience working in an agile development environment, SCRUM or Scaled Agile framework (SAFe). Willing to work in a HYBRID environment Nice-to-have skills Qualifications 13-15 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Key Responsibilities Operational Oversight : Manage daily operations, schedule workflows, and oversee process improvements Strategic Planning : Develop and implement short-term and long-term plans; forecast resource and budget needs

As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Nice-to-have skills Qualifications Qualifications 3-5 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Nice-to-have skills Qualifications Qualifications 3-5 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Duties and Responsibilities: Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities: Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Manager and other stakeholders Training and coaching new hires in the team and managing direct reportees as well. Fund Manager Screening and quarterly update of the financial statements, onboard new fund managers and update portfolio details as per the schedule of investments Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers Maintaining a point of contact between Incedo and the strategy's investment manager on behalf of the Client Updating the SOP and other process documents as per the changes in the process Technical Skills Technical Skills Requirement: University or College degree, preferably with a major in finance A proven interest in the financial markets and preferable in hedge fund / private equity/ alternative investments and portfolio services industry Intermediate level Microsoft Excel skill Strong aptitude for numbers and accuracy Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies Ability to meet deadlines Soft Skills Requirement: Good communication skills (written and verbal) with experience with US based support environment Good documentation skills Ability to work as part of a team and build strong working relationships with peers Demonstrate a structured and methodical approach Flexible and adaptable approach to problem solving Flexible and open to multiple shifts Nice-to-have skills Qualifications Qualifications: Commerce Graduate (BBA / Bcom) or Equivalent Pursuing CFA/ MBA finance preferred Experience: At least 4-6 year of experience in private equity and alternative investments. Experience in working with Fund/Investment Managers; international exposure will be preferred

Key Responsibilities Operational Oversight : Manage daily operations, schedule workflows, and oversee process improvements Strategic Planning : Develop and implement short-term and long-term plans; forecast resource and budget needs

Role Description As a Senior Engagement Manager at Incedo, you will be responsible for managing client engagements from initiation to closure. You should have experience with project management methodologies and be able to manage multiple projects simultaneously. Roles & Responsibilities: Manage and lead multiple client engagements to ensure successful project delivery. Establish and maintain strong relationships with clients to identify new opportunities for business growth. Collaborate with cross-functional teams to ensure project goals are met on time and within budget. Develop and execute project plans, including resource allocation, risk management, and issue resolution. Monitor project progress and provide regular status updates to clients and senior management. Identify and mitigate project risks, and escalate issues as needed to ensure successful project delivery. Provide mentorship and guidance to team members to support their career development and growth. Technical Skills Skills Requirements: Strong project management skills and experience in managing large-scale software projects. Familiarity with project management methodologies such as Agile, Scrum, or Waterfall. Good communication skills and ability to work collaboratively with cross-functional teams. Ability to manage customer relationships and ensure customer satisfaction. Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Provide leadership, guidance, and support to team members, ensuring the successful completion of tasks, and promoting a positive work environment that fosters collaboration and productivity, taking responsibility of the whole team. Nice-to-have skills Qualifications 4-6 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Role Description As a Technical Lead - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Providing guidance and mentorship to junior Investment Ops Managers Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Should be open to new ideas and be willing to learn and develop new skills. Should also be able to work well under pressure and manage multiple tasks and priorities. Nice-to-have skills Qualifications 7-9 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

Role Description Work as the Process Owner for the entire account Responsible for implementing ITIL practices in the account Responsible to strengthen Asset Management Practices in the account Evaluate existing processes, modify & improve the same based on the environment Guide the team to for Process Adherence Has good exposure to Infrastructure management services, technologies and practices Work with Operations team to optimize IT Ops schedule by improving the processes Responsible for handling Governance calls with client. Create & share best practices with entire team Communicate any procedural issues with suppliers Support large / small scale projects / modifications in process related issues Continuously improve standards and processes related to IT Ops (ITIL) Responsible for Service Improvement plans and Continuous improvement plans Responsible for Documentation, Left Shift of Operations, Automation & Other optimization / productivity levers Technical Skills ITIL Certification & Documentation Willing to work in shifts Good understanding in IT Infrastructure Management (Servers, Storage, Virtualization, Network, Firewalls etc) Good knowledge & experience in IT infra, L1 & Monitoring Strong Leadership/ Team Building/ Decision Making attribute with excellent communication skills. SLA & Stakeholder Management Proficient in ITSM tools functionality like Service Now etc Proficient in PowerPoint and Excel Ability to lead & guide junior team members Nice-to-have skills Qualifications Engineering or equivalent Graduate Degree ITIL Expert Certification Must have good written and verbal communication skills. Strong conceptual and analytical skills Ability of adapt any new technical environment with minimal knowledge transfer efforts

Role Description Duties and Responsibilities: Wealth management Ops team, provides supports services for Investment data at manager / client level for a US based clients. Key responsibilities: Performance Reporting Collection of Managers statements from portal/Emails Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Driving Process Improvements Providing timely updates to Team Lead and other stakeholders Preparing Investment Performance Datasets covering Asset Allocation, holdings and Portfolio Performance Producing quarterly Manager Commentaries/Updates which provide a structured and streamlined analytical view for the benchmarking of the portfolios Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers Maintaining a point of contact between Incedo and the strategy's investment manager on behalf of the Client Updating the SOP and other process documents as per the changes in the process Technical Skills Technical Skills Requirement: University or College degree, preferably with a major in finance A proven interest in the financial markets and preferable in hedge fund / private equity/ alternative investments and portfolio services industry Intermediate level Microsoft Excel skill Strong aptitude for numbers and accuracy Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies Ability to meet deadlines Soft Skills Requirement: Good communication skills (written and verbal) with experience with US based support environment Good documentation skills Ability to work as part of a team and build strong working relationships with peers Demonstrate a structured and methodical approach Flexible and adaptable approach to problem solving Flexible and open to multiple shifts Nice-to-have skills Qualifications Qualifications: Commerce Graduate (BBA / Bcom) or Equivalent Pursuing CFA/ MBA finance preferred Experience: At least 1 year of experience in private equity and alternative investments. Experience in working with Fund/Investment Managers; international exposure will be preferred

As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will play a crucial role in managing and expanding the first wealth portfolio in the Haryana region. Your primary responsibility will be to cultivate strong relationships with both existing and potential first wealth clients, understanding their financial needs, and offering them suitable banking products and solutions provided by the bank. You will be expected to achieve sales targets by effectively cross-selling and up-selling various banking products and services to clients. Serving as the main point of contact for all first wealth clients, you will deliver exceptional customer service, conduct regular portfolio reviews, and offer financial advice to help clients meet their financial objectives. Collaboration with internal bank departments and teams is essential to ensure seamless service delivery to clients. Keeping abreast of market trends and competition will enable you to identify new business opportunities and stay ahead in the industry. Adherence to regulatory and compliance guidelines is imperative while carrying out your job responsibilities. To qualify for this role, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 3 years of experience in retail banking, particularly in wealth management. A successful track record of meeting sales targets and building lasting client relationships is crucial. Strong communication and interpersonal skills, in-depth knowledge of financial products and services, the ability to work both independently and collaboratively, and familiarity with the local market in Haryana are desired attributes. Possession of certifications such as CFP, CWM, or NISM will be advantageous. Fluency in the local language (Hindi), willingness to travel within Haryana for client meetings and business development activities, and proficiency in MS Office and CRM software are additional parameters for this role. At IDFC FIRST Bank, we offer a competitive salary, comprehensive benefits package, and opportunities for career advancement and personal growth within the organization. If you are passionate about sales and wealth management and seek a challenging yet rewarding career, we encourage you to apply for this exciting opportunity.,

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across 600 branches. As a market leader in consumer banking, DBS offers a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every life stage. The primary purpose of the job is to drive exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with a total relationship value of INR 30 lakhs or more. This involves adopting a need-based approach to ensure client coverage, product penetration, cross-selling, and up-selling of DBS products and services. Key responsibilities include acquiring and upgrading quality Treasures clients, deepening wallet share with existing customers, achieving annual volume and revenue objectives, and ensuring growth in the savings book and loan book. The role also involves implementing product strategies effectively, building client trust and loyalty, delivering exemplary customer service, and ensuring internal and regulatory compliance. Specific duties include managing and growing the total relationship value of elite Treasures clients, engaging with specialists for portfolio reviews, maintaining knowledge of products and services, resolving customer queries and complaints promptly, providing feedback on market trends, competition, and suggesting innovations for continuous improvement. The ideal candidate should have a sound understanding of financial planning and wealth management products in India, in-depth knowledge of the local market and competition, and relevant certifications such as AMFI, IRDAI, FEDAI, and BCSBI. A graduate or postgraduate degree with an MBA in a relevant field is preferred. Core competencies for this role include effective probing and listening skills, strong relationship management and influencing abilities, self-drive and ambition, good written and verbal communication skills, results-oriented mindset, analytical skills, competitive positioning understanding, and a strong service orientation. DBS India emphasizes a culture and behavior that focuses on performance through value-based propositions, customer delight, brand protection, knowledge enhancement, skill development, error-free operations, and speed in execution. This full-time relationship management role is based in Pune, Maharashtra, India, and requires a candidate who can deliver results under pressure while upholding DBS service standards and values.,

We are looking for a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience to join our overseas client team in Mahape, Navi Mumbai. If you are someone who possesses profound knowledge in wealth management and digital advisory, and have hands-on experience with Comarch or similar platforms, we would like to hear from you. As a Wealth Management SME, you will play a crucial role in implementing a Digital Wealth platform using Comarch. Your responsibilities will include translating intricate wealth management requirements into functional and testable deliverables, ensuring they align with business objectives, regulatory standards, and customer expectations. Your key responsibilities will involve being the primary domain expert for wealth management, digital advisory, and investment journeys. This includes interpreting and validating business requirements across various modules such as customer overview, account funding, self-execution, portfolio view, wealth planning, and more. Additionally, you will need to ensure that the capabilities of the Comarch platform are in sync with customer onboarding, portfolio management, order placement, reporting, and integration with vendors. Moreover, you will collaborate with testers to define test scenarios and acceptance criteria, focusing on areas such as real-time balance updates, order execution flows, portfolio aggregation, historical data accuracy, and regulatory compliance. You will also act as a bridge between business teams, technical teams, and external vendors, providing necessary training and documentation for internal teams. To excel in this role, you should have at least 8 years of experience in wealth management, private banking, or investment advisory. You must possess a robust understanding of investment products, portfolio performance metrics, risk profiling, and regulatory frameworks. Experience with Comarch or similar digital wealth platforms, familiarity with digital onboarding, robo-advisory flows, and API-based integrations is highly desirable. Furthermore, your expertise in Agile/Scrum delivery environments, ability to define and validate test cases, support testing phases, and ensure traceability will be crucial for success. Excellent communication, stakeholder management, problem-solving, and decision-making skills are essential soft skills needed for this role. If you meet the qualifications and are eager to be part of a dynamic team, please send your updated resume to tanvi.palwankar@qualitykiosk.com. We are looking forward to hearing from you and potentially having you join our team as soon as possible.,

As a part of the functional team at Applied Software Pvt. Ltd., you will be responsible for the functional lifecycle of the software product utilized by leading investment managers, alternative investment funds, and hedge funds. Our flagship product, WealthSpectrum, is being utilized by global private banks, financial institutions, and investment managers worldwide. We derive great satisfaction from collaborating with distinguished industry leaders and esteemed clients, and are committed to developing software that is simple to use, stable, and reliable. Ideal candidates for this position will possess a Finance/Accounting background such as an MBA, CA, or CFA, along with strong analytical and problem-solving skills. Proficiency in MS Excel and SQL is required, and exposure to capital markets, hedge funds, alternative funds, mutual funds, and wealth management would be an added advantage. If you are interested in this opportunity, please send your resume detailing your education, experience, and current CTC to careers@wealthspectrum.com. Positions are based in Ahmedabad.,

This role is for one of our clients in the Sales industry, based in Delhi. As a Mid-Senior level Investment Sales Consultant, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include promoting mutual fund solutions, nurturing investor relationships, and driving revenue across retail and HNI segments. Your role will involve client acquisition, lead generation, client engagement, advisory services, product consultation, sales closure, market tracking, insights sharing, reporting, and compliance. You will be responsible for proactively identifying and onboarding new investors through various channels, maintaining a pipeline of high-potential leads, and offering personalized investment advice based on clients" needs. Your goal will be to promote and sell mutual funds and related investment products, achieve revenue targets, stay updated on market movements, and ensure compliance with regulatory standards. To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual funds, wealth management, banking, or insurance. Additionally, certifications such as NISM VA, CFP, or AMFI would be advantageous. Strong interpersonal skills, consultative selling abilities, and a deep understanding of retail investment products are essential. Fluency in English and at least one regional language is required. Having an existing network in the financial advisory or wealth space, experience with HNI clients, exposure to investment platforms, CRM tools, or wealth-tech products would be beneficial. You will have the opportunity to be part of a purpose-driven team, access a strong product suite and marketing support, and benefit from a competitive salary with an uncapped incentive model. Transparent career growth opportunities within sales or advisory leadership are also provided. If you are passionate about wealth management, enjoy advising clients on investment strategies, and are energized by closing deals, this role offers a rewarding opportunity to grow within one of India's most exciting financial platforms.,

As a Private Banker/Partner at IDFC FIRST Bank in the North & East region, you will have the exciting opportunity to manage and grow a portfolio of high net worth clients by providing them with personalized banking and wealth management solutions. You will play a crucial role in understanding clients" financial goals and tailoring customized solutions to meet their needs. Your key responsibilities will include developing and maintaining relationships with high net worth clients, cross-selling various banking products and services such as loans, investments, and insurance, and acting as a trusted advisor by providing regular updates on market trends and investment opportunities. Collaboration with internal teams to ensure seamless service delivery and meeting sales targets are also essential aspects of this role. To qualify for this position, you should have a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in private banking or wealth management. A proven track record of managing and growing a portfolio of high net worth clients, in-depth knowledge of banking products and services, excellent communication and interpersonal skills, as well as strong sales and relationship management abilities are required. Proficiency in MS Office and CRM software is also necessary. Preferred qualifications include CFP or CFA certification, knowledge of local market and industry trends in the North & East region, willingness to travel within the region as needed, and fluency in local languages. If you are a results-oriented individual with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this opportunity at IDFC FIRST Bank. Competitive salary, attractive benefits, and opportunities for career growth await you as we strive to be the preferred banking partner for clients in the North & East region.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a WAM Fund Accounting Business Analyst Senior Consultant at EY, you will be responsible for managing and delivering innovative solutions to clients. You must be flexible, adaptable, and passionate about innovation. Your role will involve liaising and managing key stakeholders and technical teams to ensure successful delivery of solutions. The successful candidate for this position will have the following qualifications: - Experience working in the Wealth or Asset Management industry, particularly in the areas of portfolio accounting and fund accounting - Work experience in fund accounting platform migrations/implementations would be advantageous - Strong knowledge of various asset classes such as fixed income, equity, and derivatives across front office, middle office, and back office for either or both buy and sell side of the business - Exposure to portfolio management, trade execution, data control and operations, and portfolio administration - High-level understanding of data models and application/business architecture around the package - Experience in understanding client requirements and streamlining them appropriately to the team - Ability to relate high-level business requirements to appropriate package capabilities - Reviewing client processes and workflows and making recommendations to maximize benefits from the package - Strong leadership skills and excellent client-facing skills - MBA/CA/CFA/MCA/BE/B.Tech or equivalent with 5 to 10 years of experience Preferred skills for this role include: - Good Techno-functional knowledge of Core Wealth/Asset Management with exposure to Geneva/FIS Hedge Fund Portfolio Manager/Temenos Multifonds, Simcorp, etc. - Exposure to Charles River, Aladdin, Bloomberg AIM, or other front office platforms - Technical experience working on data, understanding relational data models, and executing SQL queries - Experience in Oracle, MS SQL, DB2 databases, with good data analytics skills - Advanced Excel and VBA skills At EY, we exist to build a better working world, helping to create long-term value for clients, people, and society while building trust in the capital markets. Enabled by data and technology, our diverse teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. In our work across assurance, consulting, law, strategy, tax, and transactions, we ask better questions to find new answers for the complex issues facing our world today.,

DESIGNATION : WEALTH MANAGER Location: Surat | Full time KEY RESPONSIBILITY AREA 1) SALES ACQUISITION Acquire new clients through various sources. Generate new business using existing and potential customer networks. (References) To organize IAP through reference incorporates and generate new clients. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Answer clients' questions about the purposes and details of financial plans and strategies. Implement financial planning recommendations. Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. 2) CLIENT RELATIONSHIP MANAGEMENT Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. Manage client portfolios, keeping client plans up-to-date. Contact clients periodically to determine any changes in their financial status. Analyze financial data received from clients to develop strategies for meeting clients' financial goals. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. 3) REPORTS & DOCUMENTATION Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections. Managing and updating client portfolios. To email monthly portfolio performance report along with comments to each client. Build & maintain client database with A/B/C Analysis. To maintain/modified data of each client on regular basis at wealth first web site Impersonal verification should be done in front of client To update daily sales dashboard & report. To keep record of minutes of meeting with clients 4) TEAM MANAGEMENT & TEAM WORK Guiding & mentoring my team towards making them more able, independent and profitable. To coordinate with semi-back office & operations team for smoother transaction process. Developing constructive and cooperative working relationships with others, and maintaining them over time. Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. 5) LEARNING & UPDATION Monitor financial market trends to ensure that client plans are responsive Investigate available investment opportunities to determine compatibility with client financial plans. Keep yourself updated with latest financial trends, economic/market changes. Keeping up-to-date technically and apply new knowledge to get better output in your work. To clear necessary exam & also clear exam for renewal of certification needed for your profile