Uttar Pradesh Wealth manager Jobs – 109 Open Jobs Today

Industry Consultant - Capital Markets
Lumiq —Noida, Uttar Pradesh
- Full-time
- Microsoft Office
- Master's degree
- Communication skills
Relationship Manager
Prime Trade —Lucknow, Uttar Pradesh
- ₹12,000 - ₹50,000 a month
- Full-time
- Business development
- In-person
- Communication skills
Quick apply
12h
Product Design- Staff Product Designer
Paytm —Noida, Uttar Pradesh
- Mentoring
Analyst, Branch Relationship Manager, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Master's degree
- 12th Pass
- Bachelor's degree
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Industry Consultant - Capital Markets

Lumiq -
Noida, Uttar Pradesh

Apply Now

Job details

Full-time

Qualifications

Microsoft Office
Master's degree
Investment banking
Communication skills
Negotiation

Full job description

Job Information

Date Opened

01/09/2024

Work Experience

8- 12 years

Industry

IT Services

Job Type

Full time

Assigned Recruiter(s)

Amber Khandelwal

City

Noida

State/Province

Uttar Pradesh

Country

India

Zip/Postal Code

201309

About Us

We Are Building a Data Company the Industry Needs. Our journey started with a vision to utilize AI/ ML to solve complex business problems. But as we began collaborating with clients, we realized most lacked access to good data and the industry data models to unlock the potential of AI. So, we built the data company that the industry needed.

We build data platforms that help the Financial Services Industry build data products designed to make faster decisions, solve complex problems, and gain better insights.

Job Description

LUMIQ is seeking a proactive and customer-centric Account Manager to join our dynamic team. The Account Manager will play a pivotal role in managing and nurturing existing client accounts and facilitating a smooth transition of accounts from Business Development to Account Management, according to LUMIQ’s defined processes. The successful candidate will be responsible for maintaining strong relationships with clients, understanding their needs, and ensuring the delivery of high-quality solutions that align with their business objectives.

Responsibilities:

Recommending new strategies for improving customer service or increasing revenue from existing products or services
Fair level of understanding across following business domains: o Investment Banking & Brokerage – Front Office, Middle Office, Back Office, Exchange and Trade Operations and Compliance o Asset and Wealth Management - Front Office, Middle Office and Back Office with understanding of the business of Indian AMCs, RTA o Securities Services – Asset Servicing(Clearing and Settlement, Custody Services, Corporate Actions and Securities Lending), Fund Services, Alternative Investments and Institutional Services
Training new employees in capital markets systems, procedures and policies to ensure that they are familiar with their new jobs.
Developing proposals for enhancing client’s data and analytics maturity and assisting with implementation
Providing consulting services to Investment Managers, Asset Management Company, Brokerage Firms, Custodians regarding technology or operations issues
Evaluating clients performance to help management identify problems that may require intervention
Reviewing financial statements to assess the health of a company’s finances.
Provide expert industry insights and advice to both internal teams and external clients.
Conduct thorough research and analysis to stay ahead of industry trends and developments.
Lead and participate in client meetings, offering high-level strategic guidance and knowledge.
Develop and present tailored presentations to clients, showcasing our understanding and capabilities in the Capital

Markets industry.

Serve as a thought leader in the industry, participating in panel discussions, conferences, and writing white papers or articles.
Mentor and guide junior team members, sharing knowledge and best practices.

Requirements

Experience & Skills

Min 7 years of relevant experience across firms working in Capital Markets/Investment Banking Domain
The candidate should understand evolving business and technology landscape of processes, data and technologies

used.

Knowledge and understanding of Custody applications from both functional and technical perspectives is essential.
Must have experience interfacing with IT teams with limited exposure to the business. This is primarily an IT role.
Excellent communication, negotiation, networking and influencing skills; excellent consumer relationship

management skill with service-oriented mindset.

Ability to work in fast paced environment; possess excellent written verbal communication skills.
Advanced knowledge in MS Office products

Educational Qualification –

Post Graduate, preferably premier B-school

Areas – Specialized in any across Front, Middle and Back Office. Broad understanding of Trade Lifecycle and Asset

Classes

Special Call out – Experience in data projects would carry preference above usual ADM project

Benefits

Benefits:

GroupMedicalpolices-INR5,00,000withPrivateroom. Term Insurance and Accidental Insurance.
Equal Employment Opportunity
Maternity Leave
SkillDevelopment
100% Sponsorship for certification
Work Life balance
Flexible work hour
ZeroLeavetracking

Apply Now

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wealth manager jobs in uttar pradesh

Industry Consultant - Capital Markets

Relationship Manager

Product Design- Staff Product Designer

Analyst, Branch Relationship Manager, Consumer Banking Group

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