3.0 - 7.0 years

0 Lacs

ahmedabad, gujarat

On-site

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.,

Posted 3 days ago

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Relationship Manager, Wealth QuickTurtle

5.0 - 8.0 years

10 - 20 Lacs

Mumbai, Thane, Navi Mumbai

Work from Office

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

Posted 1 month ago

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Wealth Manager QuickTurtle

5 - 8 years

10 - 20 Lacs

Mumbai, Thane, Chandigarh

Work from Office

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank / NBFC as a Relationship Manager- Pioneer / Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodara, Bengaluru,Hyderabad, Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat.

Posted 2 months ago

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