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Wealth management Jobs in Coimbatore

11+ Wealth management Jobs in Coimbatore | Wealth management Job openings in Coimbatore

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Leading Investment Services Company

Leading Investment Services Company

Agency job
via Merito by Jinita Sumaria
Mumbai, Pune, Bengaluru (Bangalore), Delhi, Nagpur, Coimbatore
2 - 18 yrs
₹15L - ₹35L / yr
Wealth management
Relationship Management
Asset management

Role - Relationship & Wealth Manager


About Client:


Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.


Roles and Responsibilities:


- Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.


- Enhance and build on Existing Bank tie-ups.


- Offer comprehensive wealth management services.


- Enhance the relationship value of existing customers.


- Ensure increased wallet share to prevent devaluation of securities.


- Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.


Location: Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kerala, Kolkata, Nashik.


Qualification:


- MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)


- Proficiency related to wealth products (e.g., Mutual funds, PMS's, AIF's, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).


- Build and maintain an extensive external network to stay connected with clients.


- Demonstrate a service-oriented attitude, delivering smooth and superior service.


- Ability to analyse client data, market trends, and stay updated on current market conditions.


- Proven track record in sales, particularly in the private banking or wealth management sector.


- Strong interpersonal and communication skills.


- Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.


- Knowledge of regulatory compliance in the financial services industry.


- Excellent organizational and time-management skills

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CIEL HR Services

at CIEL HR Services

19 recruiters
Swati M
Posted by Swati M
Coimbatore, Tamil Naidu
2 - 3 yrs
₹1L - ₹3L / yr
Claim Adjudication Process

Role: Claims Adjudication Process

Experience: 2.5-4 Years

Job Location: Coimbatore, Tamil Naidu

Work Timing: US Shift(Night Shift)

  

Job Description:

 

Claims Experience is required:

 

  • More than 3 years of experience in handling the Healthcare claims adjudication process.

  • Experienced level adjudicator providing analytical ability to review claim rules and workflows.

  • Reviews claim requests to determine eligibility for processing and escalate to management as necessary.

  • Responsible for the coordination and resolution of the administrative denials and appeals

  • Ability to understand logic of standard medical coding (i.e. CPT, ICD-10, HCPCS, etc.).

  • Ability to resolve claims that require adjustments and adjustment projects , Identify claim(s) with inaccurate data or claims that require review by appropriate team members.

  • Organizing and completing tasks per assigned priorities.

  • Developing and maintaining a solid working knowledge of the healthcare insurance industry and of all products, services and processes performed by the team

  • Resolving complex situations following pre-established guidelines

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Top IT MNC

Top IT MNC

Agency job
via People First Consultants by Aishwarya KA
Chennai, Coimbatore, Noida, Pune, Kolkata, Bengaluru (Bangalore), Gurugram, Hyderabad, Mumbai, Cochin
8 - 15 yrs
Best in industry
skill iconAmazon Web Services (AWS)
Technical Architecture
We are looking for AWS architect for leading MNC
Experience:8+ Years
AWS Certification must. 
Location:Pan india
Read more
App Innovation Technologies
AIT Careers
Posted by AIT Careers
Coimbatore
0 - 3 yrs
₹2L - ₹3L / yr
Salesforce
Salesforce Apex
SAP CRM

We are looking for someone to be responsible for the development and maintenance of Salesforce applications. Your primary focus will be custom Salesforce development and integration with third-party services. You will be working with other engineers and developers on different layers of the infrastructure. Therefore, a commitment to collaborative problem solving, sophisticated design, and creating quality products is essential.

Responsibilities

  • Translate functional requirements into technical requirements
  • Design and build high-performance, reusable, and reliable Apex code with best practices
  • Ensure the best possible quality of the application
  • Take ownership of project work and developing client relationships (should be a confident self-starter)
  • Identify bugs and align with requirements during debugging
  • Write test classes for the class that you develop and ensure more than 80% code coverage
  • Test bug fixes to make sure they work as per requirements, then deploy them to production

Skills and Qualifications

  • Apex development
  • Should have worked with an editor such as MavensMate or Eclipse for force.com
  • Visualforce page development
  • Ability to communicate with customers and provide consultation on Salesforce solutions
  • Good problem-solving skills and ability to give optimal solutions
  • Hands-on experience in administration setup, e.g., managing users, security controls, and data as well as creating roles, profiles, and reports.
  • Experience in designing custom objects, custom fields, picklists, page layouts, workflow, approval processes, validation rules, custom tabs, reports, Visualforce pages, dashboards, and email generation according to application requirements
  • Education: BEng (IT, CE, CS, or EC), BSc, MSc (CS), BCA, or MCA
  • Certification: Any Salesforce certification would be a plus point.
Read more
Corp Attire
Supriya HC
Posted by Supriya HC
Chennai, Coimbatore
8 - 9 yrs
₹10L - ₹12L / yr
Event planning
Advent Corporate Actions
Branding

Job Title: Sales Development Manager - Corporate Gifting

 

Position Overview:

As a Sales Development Manager in the Corporate Gifting industry, you will be responsible for driving revenue growth through the development and execution of strategic sales initiatives. The ideal candidate will have a strong background in sales, a proven track record in the corporate gifting sector, and the ability to lead and motivate a sales team.

 

Key Responsibilities:

 

Sales Strategy and Planning:

·      Develop and implement a comprehensive sales strategy to achieve revenue targets and market share growth.

·      Analyze market trends, competitor activity, and customer behavior to identify new business opportunities.

·      Collaborate with the leadership team to set sales goals and objectives.

Team Leadership:

·      Lead and inspire a high-performing sales team.

·      Provide coaching, training, and mentorship to team members to enhance their sales skills and product knowledge.

·      Set clear performance expectations and regularly assess team performance against targets.

Corporate Gifting Expertise:

·      Leverage your expertise in the corporate gifting field to understand client needs and propose innovative gifting solutions.

·      Stay informed about industry trends, emerging technologies, and best practices in corporate gifting.

 

 

 

Client Relationship Management:

·      Cultivate and maintain strong relationships with key clients and prospects.

·      Collaborate with the marketing team to develop and execute effective client engagement strategies.

Sales Process Optimization:

·      Streamline and optimize the sales process to improve efficiency and effectiveness.

·      Implement and manage CRM tools to track and analyze sales performance metrics.

Collaboration:

·      Work closely with cross-functional teams, including marketing, operations, and customer service, to ensure seamless execution of sales initiatives.

·      Collaborate with product development teams to align offerings with market demand.

Qualifications:

·      Bachelor's degree in Business, Marketing, or a related field.

·      Proven experience in sales, with a focus on corporate gifting.

·      Demonstrated success in leading and managing high-performing sales teams.

·      Strong understanding of the corporate gifting market and industry trends.

·      Excellent communication, negotiation, and interpersonal skills.

·      Ability to think strategically and execute tactically.

·      Proficiency in CRM tools and sales analytics.


Read more
Reqroots

at Reqroots

7 recruiters
Dhanalakshmi D
Posted by Dhanalakshmi D
Coimbatore
3 - 6 yrs
₹1L - ₹5L / yr
Equity
HNI CLients
Branch Profitablity
Revenue growth

#HiringNow

We are looking "Branch Manager - Sales" for Reputed Client @ Permanent Role.

Experience :3+ Years

•Justify the budget of total sales designed by organization for the branch cost MoM which are sales + revenue + MF + franchisee acquisition + branch profitability.

•Source HNI clients and franchisee every month.

•Generate good revenue for the company as per the expectations and promote all the products of the company.

•Work on improving the sales number at branch level.

Location : Coimbatore

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Coimbatore
5 - 7 yrs
₹6L - ₹12L / yr
Sales
Telemarketing
Customer Relationship Management (CRM)
Lead Generation
Effective communication
+1 more

We are seeking a dynamic and results-oriented Business Development Executive with a minimum of 5 years of experience in IT sales to join our team. This role is crucial in driving business growth, establishing and nurturing client relationships, and expanding our footprint in the competitive USA IT market.


Responsibilities:

  1. Conduct in-depth research to identify potential clients, industry trends, and market opportunities in the USA IT sector.
  2. Develop and implement lead generation strategies, which may include cold calling, targeted email campaigns, networking, and leveraging professional networks.
  3. Establish and maintain relationships with C-level executives, IT decision-makers, and key stakeholders to understand their IT needs and challenges.
  4. Articulate the value proposition of our IT products and services to potential clients, addressing how our solutions can address their specific business objectives.
  5. Create and customize compelling proposals and presentations tailored to clients needs and objectives.
  6. Skilfully negotiate terms, pricing, and contracts while ensuring win-win outcomes for both the client and our organization.
  7. Identify and collaborate with strategic partners and vendors to enhance our IT product and service offerings and expand our market reach.
  8. Meet and exceed revenue and sales targets, driving business growth and market share within the USA IT sector.
  9. Gather and provide valuable insights and feedback to shape the development of IT solutions and influence marketing strategies.
  10. Maintain accurate records of sales activities, track performance against objectives, and generate regular reports to senior management.
  11. Stay updated on emerging IT trends, products, and technologies, and continually enhance product knowledge.

 

 Qualifications and Skills:

  1. Bachelor's degree in business, IT, or any field.
  2. A minimum of 5 years of successful business development and IT sales experience in the USA market.
  3. Comprehensive understanding of IT products, solutions, and services.
  4. Exceptional interpersonal, communication, and negotiation skills.
  5. Proven track record in closing complex IT sales deals in a competitive market.
  6. Results-driven with a demonstrated passion for IT sales.
  7. Strong project management and organizational skills.
  8. Proficiency in CRM software and sales analytics.
  9. Positive attitude, resilience, and adaptability in a dynamic business environment.
Read more
Voizworks

at Voizworks

4 recruiters
Naziya M
Posted by Naziya M
Chennai, Coimbatore
0 - 1 yrs
₹2L - ₹3L / yr
Field Sales
Profile to be hired for Field Sales Executive (Full time)
Designation (internal nomenclature) CIC (Certified Internet Consultant)
Base Location Chennai
Start Date Immediate
Role and Responsibilities:
• Making cold calls in the given territory
• Creating a pipeline of potential clients
• Making client presentation and handling the complete sales cycle.
• Upselling/ cross selling to the existing customers.
Required Experience, Qualification and Skills:
• Fresher or experienced (1 – 3 years of relevant work experience)
• Pursuing degree, graduate or postgraduate
• Personable, attentive, self-motivated, and driven by targets.
• Good communication skills – including both verbal and written.
• The ability to influence and negotiate with others.
• Customer centric approach to go extra mile to keep up the user experience
• Good interpersonal skills and communication skills in English and Tamil
Other Requirements:
• Candidates with or without bike both can apply.
• 06 days’ work week.
CTC Details
• Freshers – maximum up to 3 Lakh pa (Full time)
• Experienced – Basis last drawn CTC
Read more
Pinnacle Seven Technologies
Meakin N
Posted by Meakin N
Coimbatore
1 - 2 yrs
₹2L - ₹2.4L / yr
Wordpress
skill iconPHP
MVC Framework
skill iconCodeIgniter
skill iconjQuery
+5 more
Responsibilities :

  • Should be able to design and implement new features and functionality in a website.
  • Should have a strong understanding of industry trends and content management systems.
  • Experience with the responsive and adaptive design is strongly preferred.
  • Also, an understanding of the entire web development process, including design, development, and deployment is preferred.
  • Helping formulate an effective, responsive design and turning it into a working Wordpress theme and custom plugin.
  • Coordinate with clients to discuss website design and function
  • Write clean, well-designed code, and should be designing and building the website front-end.
  • Creating the website architecture.
  • Designing and managing the website back-end including database and server integration.
  • Conducting website performance tests and troubleshooting content issues.
  • Monitoring the performance of the live website.

Skills Required:

  • This job position requires a candidate who has hands-on experience on combination of programming skills [WordPress, PHP, MYSQL, MVC frameworks (Codeigniter)].
  • Experience with responsive and adaptive design is strongly preferred.
  • In addition, an understanding of the entire web development process, including design, development, and deployment, with some backend knowledge, is preferred.
  • Good working knowledge of front-end technologies, such as jQuery, JavaScript, AJAX, HTML 5, CSS3,Experience with JSON/XML Services Integration
  • Proficient understanding of version control repository tools, such as Bit Bucket or GitHub.
Read more
Ksqure Properties Private Limited
Nithya HR
Posted by Nithya HR
Coimbatore
3 - 5 yrs
₹1.8L - ₹2L / yr
Telesales
Sales
telecalling
  • alling existing and potential customers to persuade them to purchase company products and services
  • Accurately record details of customers' purchase orders
  • Processing all customer purchases accordingly
  • Generating promising leads for the outside sales team to pursue
  • Managing customer accounts by ensuring that existing customers remain satisfied with company products and services
  • Developing and sustaining solid relationships with customers to encourage repeat business
  • Using sales scripts proffered by the company to drive sales and respond to customer rejections
  • Developing in-depth knowledge of customer products and services to make suitable recommendations based on customers' needs and preferences
  • Continually meeting or exceeding daily and monthly targets with respect to call volume and sales
Read more
Lincode Labs India Pvt Ltd

at Lincode Labs India Pvt Ltd

1 video
4 recruiters
Sambrama Sambrama
Posted by Sambrama Sambrama
Chennai, Pune, Coimbatore, NCR (Delhi | Gurgaon | Noida), Mumbai
2 - 3 yrs
₹3L - ₹5L / yr
Sales
Business Development
Marketing
Profile: Sales Engineer
Company: Lincode Labs
Responsibilities:
 Establish and maintain a deep understanding of the overall product portfolio and the competitive landscape.  Lead technical discovery and prepare/deliver technical presentations explaining our products to prospects and customers.  Create and deliver powerful presentations and demos to clients that clearly communicate the uniqueness of the value proposition.  Successfully manage and execute technical proof of concepts (POCs), on-site or remote.  Responsible for representing the product to customers and at field events such as conferences, seminars, etc.  Evangelize Lincode products to prospects, customers, and partners via presentations and product demos.  Convey feature input and customer requirements to Product Management teams.  Partnering with sales executives to plan, prepare and execute on strategic deals in complex sales cycles.  Collaborate with sales teams to understand customer requirements and provide sales support.  Respond to technical objections and articulate the value and return on investment delivered.  Liaise with the Engineering, Product, Marketing, and Sales teams to provide consultative technical expertise for all customer needs.  Effectively communicate & build confidence with customers across teams (Engineering, Product, Marketing, and Sales).  Engage in and oversee the development of customer proposals, design and delivery, ensuring all expertise, information and recommendations are concisely defined
Requirements:
 2-3 years Sales Engineering experience.  Worked previously with Machine Learning/ Computer Vision Companies- preferred  Min qualification- Graduates  Knowledge about installing Industrial cameras  Excellent presentation, written and verbal communication skills to communicate professionally.  Self motivated with strong interpersonal and problem-solving skills.  Ability to work well in a highly dynamic team.
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