Director Wealth Management
7 days ago
Location: Gurgaon
Profile Brief:
Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.
Data &AI Engagement Leader is a leadership role to drive and significantly impact the client engagement and growth momentum for Incedo. Data & AI Engagement Leader is expected to be accountable for key business metrics – Revenue, Gross Margin, and New Business penetration, for a portfolio or large Wealth Management client/s. The Data & AI Engagement Partner is expected to drive and grow customer engagements, consult clients in defining solutions to key business, data and AI problem areas, drive project deliveries, build an analytics team, and develop strong capabilities/solutions in the Wealth Management domain.
The role entails leading account delivery and expanding our Data & AI service presence within the Wealth Management (WM) sector. This role involves overseeing the client engagement, delivery excellence, and growth initiatives for Data & AI services, particularly within the Chennai region.
Data & AI Engagement Partner will also be responsible for partnering with India delivery leads, Data/Tech architects, and other Incedo practices to deliver high-impact solutions to the clients. The candidate is expected to bring strong domain expertise in Wealth Management, analytics/machine learning best practices, solve client business problems, and identify new opportunities for a client.
Education: Bachelors/Masters (Engineering/ Commerce/ Economics/Maths/Stats/MBA) from a top-tier university
Experience: 14+ years of experience in BFS sector in a Client Management/ Consulting. 7+ years of experience in Data & AI solutions preferably within the Wealth Management domain.
Key Objectives:
1. Account Delivery Leadership: Drive and manage the delivery of Data & AI services for a key Wealth Management client, ensuring alignment with client goals and organizational objectives.2. Build for Scale: Strengthen Incedo’s Data & AI capabilities and presence in the rapidly growing account, building a robust local team to drive strategic growth.
Job Description
Client GTM, Commercial Growth and Profitability
- Ability to drive commercial and delivery excellence by driving operational and commercial metrics - Revenue, Gross Margin, Net Margin- Create and drive Incedo’ s Data & AI sales strategy and overall GTM for key Life science Management clients- Be accountable for the execution of the GTM strategy/ plan and deliver on key business metrics – net new Digital sales revenue- Develop long-term sales pipeline to increase Incedo’ s market share in Digital, Data & AI Services and solutions.- Be accountable for achieve a define Gross Margin, building and ensuring high quality, profitable Data & AI business.
Client engagement & development
Establish a professional, working, and consultative, relationship with the client, including the C- level for mid-to-large accounts by developing a core understanding of the unique business needs of the client within their industry.
Proven ability to manage client stakeholders across all levels
- Good exposure to client management, presentations, engagement/program management, etc.- Strong experience in new opportunity identification, developing solution frameworks and proposals- Engage in client communications for all important functions including data understanding/ exploration strategizing solutions, etc.- Excellent oral, written, power point presentation skills
Problem Solving and Data & AI Solutioning:
- Strong problem solving skills with ability to translate a vaguely defined business problem into digital and analytical solution framework- Ability to understand and analyze business metrics. Ability to influence business/tech stakeholders- Structured thinking skills with an ability to deal both at high level and at micro level at any point- Experience in designing end-to-end Data, AI and Digital solutions integrating Data Science, Data Engineering and Data Visualization capabilities- Strong analytical, mathematical, logical, interpersonal, team management, and client management skills.
Domain Expertise:
- Demonstrate strong domain expertise in Wealth Management, with a deep understanding of analytics use cases such as Client Experience, Portfolio Management, Risk Analysis, Predictive Modeling, and other Wealth Management-specific challenges.- Apply industry knowledge to solve a wide array of business problems, ensuring the delivery of high-impact, innovative solutions.
-
Operations Director
2 weeks ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeAAGANERA CONSULTING PRIVATE LIMITED seeks a skilled Operations Director to oversee day-to-day operations, specializing in wealth management and mutual fund distribution. This role is based at our Gurgaon office.Key ResponsibilitiesDevelop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund...
-
Director Wealth Management
7 days ago
Gurgaon, India Incedo Inc. Full timePosition:Data & AI Delivery Leader, Wealth Management Account DeliveryLocation:GurgaonProfile Brief:Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.Data &AI Engagement Leader is a leadership role to...
-
Wealth manager
2 weeks ago
Gurgaon, India Green Portfolio Full timeAbout Us:One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...
-
Wealth Manager
2 weeks ago
Gurgaon, India Green Portfolio Full timeAbout Us: One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100...
-
Wealth Manager
3 weeks ago
Gurgaon, India Green Portfolio Full timeAbout Us: One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100...
-
gurgaon, India Incedo Inc. Full timePosition: Data & AI Delivery Leader, Wealth Management Account DeliveryLocation: GurgaonProfile Brief:Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.Data &AI Engagement Leader is a leadership role...
-
Senior Wealth Manager
2 weeks ago
Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
-
Senior Wealth Manager
2 weeks ago
Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
-
Senior wealth manager
2 weeks ago
Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
-
Senior Wealth Manager
2 weeks ago
Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany Description Motilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
-
Wealth manager
4 weeks ago
Gurgaon, India Green Portfolio Full timeAbout Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100...
-
Wealth Management Specialist
3 weeks ago
Gurgaon, Haryana, India HSBC Full timeUnlock new career opportunities with HSBC, a world-leading banking and financial services organization. As part of our Personal Wealth Planning team, you'll enjoy the benefits of working for a global powerhouse, with unparalleled opportunities to develop your skills in a high-profile business area.A Personal Wealth Planner role offers the perfect blend of...
-
Wealth manager
3 days ago
Gurgaon, India Green Portfolio Full timeAbout UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...
-
Wealth Management Professional
2 weeks ago
Gurgaon, Haryana, India HSBC Full timeUnlock the full potential of your career in wealth management with HSBC.Achieve success in a high-profile business area, offering unparalleled opportunities for growth and development.As a Personal Wealth Planner, you will have access to dedicated field managers, digital tools, and a holistic training program to help you realize your full potential.Empowered...
-
Manager - wealth management
2 weeks ago
Gurgaon, India Prospurts Full timeJob Description/ ResponsibilitiesUnderstanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting with the existing clients and prospects for periodic...
-
Manager - Wealth Management
3 weeks ago
Gurgaon, India Prospurts Full timeJob Description/ Responsibilities Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework. Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio. Connecting with the existing clients and prospects for...
-
Manager - Wealth Management
3 weeks ago
Gurgaon, India Prospurts Full timeJob Description/ Responsibilities Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework. Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio. Connecting with the existing clients and prospects for...
-
Senior Wealth Management Advisor
3 weeks ago
Gurgaon, Haryana, India DEVERE GROUP INDIA INVESTMENT ADVISORS PRIVATE LIMITED Full timeAttractive Career Opportunities with deVere Group India Investment Advisors Private LimitedWe are seeking an experienced Senior Wealth Management Advisor to join our team in Gurugram/Dubai.About Us:deVere Group India Investment Advisors Private Limited is a global leader in wealth management, empowering experienced advisors with continuous training, career...
-
Head of Wealth Management
4 weeks ago
gurgaon, India Antal International Full timeYou can also share your cv to or can connect with me on LinkedIn - : GurgaonExperience : 10 yearsJob Summary:We are seeking an experience d Wealth Management Bond Distributo r to join our team. The successful candidate will have a proven track record of distributing bond products to high-net-worth individuals, families, and institutions through both direct...
-
Head of Wealth Management
1 month ago
Gurgaon, India Antal International Full timeYou can also share your cv to or can connect with me on LinkedIn - : GurgaonExperience : 10 yearsJob Summary:We are seeking an experience d Wealth Management Bond Distributo r to join our team. The successful candidate will have a proven track record of distributing bond products to high-net-worth individuals, families, and institutions through both direct...
