Wealth Manager
3 days ago
Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct regular portfolio reviews, client meetings, webinars, and investor events.Run end-to-end investment sales cycle: lead generation, pitching, documentation, closure, and post-investment servicing.Coordinate with internal teams (product, operations, compliance) for smooth execution.Use digital/social media and other channels to educate clients and build trust.Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships).What We're Looking For2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales.Strong understanding of wealth/investment products and the ability to pitch complex solutions.Proven track record of working with HNI / UHNI clients and exposure to distributor/IFA engagement.Excellent communication and relationship-building skills.Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously.Self-driven, result-oriented, and comfortable working in a fast-paced fintech/startup environment.Preferred QualificationsBachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus).Certifications such as NISM, CFP, or CFA (preferred but not mandatory).Prior experience in fintech, wealth tech, or alternative investments will be an advantage.
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Area Sales Manager-manager-edc Retail
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Hubli, KA, IN Paytm Full timeAbout Us Paytm is India s leading mobile payments and financial services distribution company Pioneer of the mobile QR payments revolution in India Paytm builds technologies that help small businesses with payments and commerce Paytm s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology About the...
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Sr citrix engineer
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Hubli, India Techolution Full timeWe are seeking a Senior Citrix Engineer to support our enterprise Citrix Virtual Apps and Desktops (CVAD) environment, which enables productivity for approximately 6,000 users daily. This role will serve as an escalation point for complex issues, drive design enhancements, and perform ongoing system maintenance to ensure optimal performance and uptime....
