
Salesforce Project Manager
3 weeks ago
Lead and manage Salesforce implementation projects (Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud) within the wealth management domain.
Work closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions.
Provide hands-on configuration of Salesforce (flows, reports, dashboards, security, data model enhancements and customisation) where needed.
Oversee system integrations with wealth management platforms (portfolio management, KYC/AML, document management, e-signature, core banking, Fintech systems).
Manage full project lifecycle — RFP, requirements discovery, design, build, testing, UAT, deployment, and support.
Define and maintain project plans, sprints, budgets, risks, and stakeholder communications.
Drive data migration, data quality initiatives, and compliance (KYC, AML, regulatory reporting).
Ensure user adoption through training, documentation, and change management initiatives.
Coordinate with Salesforce developers, admins, and third-party vendors for successful project execution.
Deliver dashboards and analytics tailored for relationship managers, advisors, and compliance officers.
Required Qualifications
Bachelor's/Master's degree in Computer Science, Information Systems, Finance, or related field.
10+ years of experience with expertise in IT project management and Salesforce Platform.
Strong domain expertise in Wealth Management / Financial Services (client onboarding, KYC/AML, financial planning, portfolio reporting).
Hands-on Salesforce configuration skills (Flows, Validation Rules, Reports, Dashboards, Security, Permission Sets).
Hands-on Salesforce customisation skills (Apex, LWC, VF, Aura, Triggers, Batch Processes).
Good to have experience with Salesforce Financial Services Cloud (FSC).
Experience managing system integrations, data migrations, and AppExchange solutions.
Familiarity with Agile/Scrum methodologies; PMP/Agile certifications are a plus.
Excellent stakeholder management, communication, and leadership skills.
Preferred Skills
Salesforce Certifications:
Salesforce Certified Administrator
Salesforce Financial Services Cloud Accredited Professional
Salesforce Sales/Service Cloud Consultant
Experience working with wealth management firms, private banking, or investment advisory organizations.
-
Salesforce Consultant/Manager/Architecture
3 weeks ago
Jodhpur, Rajasthan, India Mount Talent Consulting Pvt Ltd. Full time#Hiring #Salesforce Consultant/Manager || Fortune Global 500 companies.We are hiring for multiple positions across locations and we're seeking talented professionals with 5 to 25 years of experience.PFB #Salesforce Requirements:-Salesforce Technical ArchitectureSalesforce Einstein AISalesforce CG Cloud Retail Execution DevelopmentSalesforce Marketing...
-
Salesforce Architect- Service Cloud
4 weeks ago
Jodhpur, Rajasthan, India Prudential Manpower Group- a division of Prudential Travels Pvt Ltd Full timeHi All,We are urgently hiring for our clientPosition: Salesforce Technical Architect – Service CloudExperience: 12–15 YearsLocation: Hyderabad, IndiaEmployment Type: Full-timeRole SummaryWe are seeking an accomplished Salesforce Technical Architect – Service Cloud to joinour team in Hyderabad. This role requires extensive experience in designing...
-
Project Manager
3 weeks ago
Jodhpur, Rajasthan, India Voyants Solutions Full timeJob Description- Developing project plans, including defining project scope, goals, deliverables, and schedules- Assembling and managing project teams, assigning tasks and responsibilities, and monitoring progress- Coordinating internal and external resources to ensure project success- Managing project budgets and finances, and ensuring that all project...
-
Project Manager
1 week ago
Jodhpur, Rajasthan, India J's Associates LLC Full time ₹ 96,00,000 per yearProject Manager (Civil Construction)A Civil Engineering Project Manager oversees construction and infrastructure projects, leveraging their civil engineering background to manage budgets, schedules, teams, and quality to ensure successful project completion. Key responsibilities include planning, resource management, communication with stakeholders, and...
-
Project Manager
3 weeks ago
Jodhpur, Rajasthan, India WProjects Management LLP Full timeThe ideal candidate will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, and scope. They will also effectively monitor and present project updates to relevant stakeholders, clients, or project team members. Responsibilities· Set project timeline· Monitor project...
-
Project Manager
6 days ago
Jodhpur, Rajasthan, India Rama Reflection Full time ₹ 6,00,000 - ₹ 12,00,000 per yearResponsibilities include 1 site assessments,2 system design3 project coordination4 installation management,5 troubleshooting 6 client communication. Relevant experience and technical skills required. Required Candidate profileLooking professional as project manager who can handle ground mounted solar EPC projects with min 5 years experience in same field...
-
Project Manager
4 weeks ago
Jodhpur, Rajasthan, India Kline + Company Full timeKline & Company is seeking a highly motivated individual for the position of Project Lead in Chemicals and Materials Practice within its Advisory division.Chemicals Practice focuses on market assessment, market-entry, analysis of distribution channels, due diligence and acquisition screening, identification of unmet needs, as well as customer perception,...
-
Senior Project Manager
3 weeks ago
Jodhpur, Rajasthan, India CareerXperts Consulting Full timeAs a Senior Project Manager, you will be responsible for leading complex, high-impact projects from initiation to successful completion. You will work closely with stakeholders, cross-functional teams, and leadership to ensure alignment of business goals, timelines, budgets, and quality standards. This role requires strong leadership, communication, and...
-
Project Manager
4 weeks ago
Jodhpur, Rajasthan, India Innova Solutions Full timeProject ManagerPermanentGurugramKey ResponsibilitiesLeads the evaluation and decision-making process for "buy vs build" analysis of a new product, from initial market and capability assessment through recommendation and implementation planning. Partners with business, technology, and vendor management teams to evaluate strategic options, considering cost,...
-
Project Manager Substation
3 weeks ago
Jodhpur, Rajasthan, India AMARBHAW POWER PRIVATE LIMITED Full timeWe're Hiring – Project Manager (220 kV GSS Project) Location: Jodhpur & Merta | Full-Time | Turnkey EPC ProjectAmarbhaw Power is looking for a hands-on, grounded, and experienced Project Manager to take charge of a 220 kV Grid Sub-Station project we're executing on a turnkey basis.If you've worked on high-voltage substation projects and can handle...