- Head Sales
Educational Qualification : MBA/PGDM from reputed Colleges/Universities.
Preferred Qualification : CFP / CFA / NISM V-A / NISM 21-A
Experience : Minimum 15 years of experience in managing sales teams in Wealth Management, Retail Banking or AMCs.
Out of this, minimum 8 years of experience should be in leading a large team of Relationship Managers and Team Leads, preferably in Wealth Management Firms or Asset Management Companies.
Preferred experience includes managing large management teams, knowledge of equity products, PMS, AIF, Mutual Funds and Advisory, CRM exposure and experience with large Wealth Management organisations.
- Central Research Team (Product Lead)
Educational Qualification : MBA/PGDM from a recognised College/University or CA/CFA
Preferred Qualification : NISM Investment Advisor / Research Analyst Certificate / CFP / NISM 21A or 21B
Experience : Minimum 5 years of experience in Equity Research/Products in Wealth Management, AMC (Mutual Funds) or Banks.
Preferred skills include experience in Equity/Fixed Income Research/MF Research Analytics, knowledge of economic and capital markets, PMS/AIF/MF/Structured Products and proficiency in Excel/Modelling, Bloomberg, Reuters, Morningstar or CRISIL databases.
- Manager (Business Process)
Educational Qualification : MBA/PGDM from a Government-recognised University or Institution.
Experience : Minimum 5 years of post-qualification experience in Bank/Wealth Management firms/Broking firms.
Preferred Experience : Experience in business processes in the Wealth Management area.
The role involves CRM implementation, sales-force automation, business process implementation, wealth proposition management, planning and budgeting, P&L support and development of business processes across the client lifecycle.
- Project Development Manager (Technology)
Educational Qualification : BE / B.Tech / ME / M.Tech / MBA / MMS / PGDM / PGDBM from a Government-recognised University or Institution.
Experience : Minimum 4 years of experience in Banking Technology, preferably in a business function.
The role includes managing technology partners, understanding and communicating business requirements, coordinating with Bank IT and business teams, handling developments/integrations/bug fixes and preparing operating manuals for technology interfaces.
- Central Operations Team (COT) Support
Educational Qualification : Graduation from a Government-recognised University or Institution.
Experience : Minimum 3 years of experience in financial services, investment advisory, private banking or Wealth Management Solution Providers.
Out of this, minimum 2 years of experience should be in Central Operations in the Wealth Management business.
Preferred Skills : Excellent knowledge of Equity Products, Structured Products, PMS, Mutual Funds and Advisory.
