VAYUZ Technologies
4 hours ago
Description: We are seeking a dynamic and experienced Wealth Manager to serve as a trusted investment advisor and dedicated Relationship Manager to our affluent and High-Net-Worth (HNI) clients. This critical dual role requires leveraging deep financial planning expertise and strong relationship-building skills to design, implement, and manage tailored financial plans and investment portfolios. The ideal candidate will possess a profound understanding of the Indian financial market, SEBI regulatory environment, and client needs, ensuring holistic, goal-oriented financial advice and fostering long-term client loyalty.Role Requirements & LogisticsRole Title: Senior Wealth Manager / Investment Advisor (Dual Role)Focus: Holistic Financial Planning, Investment Management, HNI Relationship Management, and Business Development.Industry Focus: Indian Financial Market, Securities, and Advisory Services.Key Responsibilities & Deliverables1. Client Relationship Management (Relationship Manager)- Trust Building: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, serving as their primary point of contact for all financial matters.- Proactive Engagement: Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized, timely advice.- Growth Generation: Actively identify opportunities to deepen existing client relationships, cross-sell services, and generate high-quality referrals to significantly grow the firm's client base.2. Financial Planning & Advisory (Investment Advisor)- In-Depth Assessment: Conduct detailed financial assessments for clients, covering critical areas such as cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.- Strategy Development: Develop and present comprehensive, customized financial plans specifically tailored to the clients goals, risk tolerance, and current financial circumstances.- Portfolio Management: Optimize client portfolios for tax efficiency and long-term growth, adhering strictly to SEBI (Securities and Exchange Board of India) guidelines and all relevant regulatory frameworks.- Monitoring: Monitor and review financial plans and portfolios regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.3. Strategic & Product Leadership- Tech Innovation: Lead the project of building a tech-first financial planning product that can be used by DIY (Do-It-Yourself) users to curate their personalized financial plan, blending advisory expertise with product development strategy.4. Business Development & Firm Growth- Client Acquisition: Leverage existing professional networks and strong relationship-building skills to acquire new clients and successfully expand the firms Assets Under Management (AUM).- Brand Visibility: Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. (ref:iimjobs.com)
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VAYUZ Technologies
2 weeks ago
Gurugram, India VAYUZ Technologies Full timeKey Responsibilities : - Analytical Problem Solving : Break down complex challenges into manageable tasks and collaborate with cross-functional teams to build and enhance product features.- High-Quality Code & Mentorship : Develop clean, scalable code aligned with best practices, conduct code reviews, and guide junior engineers to ensure technical...
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VAYUZ Technologies
4 hours ago
Gurugram, India Vayuz teachnologies Full timeare seeking a highly driven Corporate Sales Manager to own the entire sales and relationship lifecycle of our corporate partnerships. This role is focused on the institutional sale and implementation of our financial wellness products as a core employee benefit. You must possess a unique blend of B2B2C sales expertise and strategic relationship management...
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Dotnet Developer
2 days ago
Gurugram, India VAYUZ Technologies Full timeRoles & Responsibilities Proficient in C# .NET Proficient in ASP.NET Web Forms, MVC and Web API Experience with .NET Core and Microservices Experience with LINQ, Generics, Lambda expressions, extension methods, attributes Experience with Angular Experience with ORM Frameworks (Entity Framework, NHibernate) Experience with Unit testing using mock objects...
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Dotnet Developer
3 days ago
Gurugram, India VAYUZ Technologies Full timeRoles & Responsibilities Proficient in C# .NET Proficient in ASP.NET Web Forms, MVC and Web API Experience with .NET Core and Microservices Experience with LINQ, Generics, Lambda expressions, extension methods, attributes Experience with Angular Experience with ORM Frameworks (Entity Framework, NHibernate) Experience with Unit testing using mock objects...
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Dotnet Developer
2 days ago
Gurugram, India VAYUZ Technologies Full timeRoles & Responsibilities Proficient in C# .NET Proficient in ASP.NET Web Forms, MVC and Web API Experience with .NET Core and Microservices Experience with LINQ, Generics, Lambda expressions, extension methods, attributes Experience with Angular Experience with ORM Frameworks (Entity Framework, NHibernate) Experience with Unit testing using mock objects...
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Dotnet Developer
3 days ago
Gurugram, India VAYUZ Technologies Full timeRoles & ResponsibilitiesProficient in C# .NETProficient in ASP.NET Web Forms, MVC and Web APIExperience with .NET Core and MicroservicesExperience with LINQ, Generics, Lambda expressions, extension methods,attributesExperience with AngularExperience with ORM Frameworks (Entity Framework, NHibernate)Experience with Unit testing using mock objectsExperience...
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Dotnet Developer
2 days ago
Gurugram, India VAYUZ Technologies Full timeRoles & ResponsibilitiesProficient in C# .NETProficient in ASP.NET Web Forms, MVC and Web APIExperience with .NET Core and MicroservicesExperience with LINQ, Generics, Lambda expressions, extension methods,attributesExperience with AngularExperience with ORM Frameworks (Entity Framework, NHibernate)Experience with Unit testing using mock objectsExperience...
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[27/10/2025] Full Stack Developer
3 weeks ago
Gurugram, India VAYUZ Technologies Full timeKey Responsibilities: - Analytical Problem Solving: Break down complex challenges into manageable tasks and collaborate with cross-functional teams to build and enhance product features. - High-Quality Code & Mentorship: Develop clean, scalable code aligned with best practices, conduct code reviews, and guide junior engineers to ensure technical excellence....
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Full Stack Developer
2 weeks ago
Gurugram, India VAYUZ Technologies Full timeKey Responsibilities: Analytical Problem Solving: Break down complex challenges into manageable tasks and collaborate with cross-functional teams to build and enhance product features. High-Quality Code & Mentorship: Develop clean, scalable code aligned with best practices, conduct code reviews, and guide junior engineers to ensure technical excellence....
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Full Stack Developer
2 weeks ago
Gurugram, India VAYUZ Technologies Full timeKey Responsibilities: Analytical Problem Solving: Break down complex challenges into manageable tasks and collaborate with cross-functional teams to build and enhance product features. High-Quality Code & Mentorship: Develop clean, scalable code aligned with best practices, conduct code reviews, and guide junior engineers to ensure technical excellence....
