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

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

Primary Skills – SDA, DNAC, Cisco ISE, Routing and switching and Troubleshooting NAC, 802.1x, Supplicant configuration, 

Switching Skills- IOS upgrade, SNMP, VLAN, STP, VSL

Routing Skills-OSPF, BGP, ISIS

Network Monitoring Tools- Cisco Prime (Integration, monitoring, and troubleshooting)

1. Must have hands on experience in Implementing NAC,802.1x (Wired & Wireless)
2. Strong knowledge on CAMPUS LAN Architecture and implementation
3. Hands on experience in Routing, Switching, Cisco SDA, DNAC, Cisco ISE, Assurance
4. Working experience in Cisco prime infra, Monitoring, Integration and Heat map generation
5. Should have detailed technical understanding, troubleshooting of STP protocols (STP, PVST, RSTP, MSTP)
6. Perform IOS upgrades on Switches and WLCs
7. Troubleshoot skills on Quality of Service, Multicast and HSRP, Dot1x protocols, IPSLA
8. Troubleshooting skills on Cisco VSS, VSL and stacking technologies 
9. Should have detailed technical understanding, troubleshooting and support of, Routing protocols (OSPF, BGP), MPLS in an enterprise environment.
10. Perform root cause and troubleshoot network outages
11. Should be proficient in Wireless technology, implementation, and troubleshooting
12. Deliver reports on the actions performed.
13. Hands-on experience with the networking products Like Cisco 6800, 9500,9400,9300, 3800, 2960x and 3650 switches. Juniper EX8200,EX4200,EX3300 and EX2200 switches
14. Strong ability to troubleshoot complex network issues and Identify, diagnose, and resolve different types of network problems.

Secondary Skills –

1. CCNP Certification
2. Project Management: Managing individual network projects within the scope of the Network Team
3. Excellent technical and business communication skills, both oral and written

#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

Please get to know about us by visiting http://www.peoplefirst.co.in/" target="_blank">www.peoplefirst.co.in 

We have a job opportunity for the role of "Outsystems Developer" in one of the fast-growing Japanese-based Start-Up Companies.

Job Location: Chennai / Coimbatore / Bhubaneswar

Job Description:

• Strong Knowledge in Oracle Forms and Reports
• Should be familiar with various triggers, events , canvas, master child forms, record groups , build-ins, properties etc., in Forms and reports
• Strong Knowledge in SQL / PLSQL concepts
• Strong in Analytical and Aggregate functions
• Strong in writing Procedure / Function / Packages
• Strong knowledge in the user of Cursors / Collections / Exception handling
• Strong in Datatypes, Constrainsts , index
• Having exposure to JavaScript and ReactJS will be an added advantage

1. SAP SD(Sales and Distribution) - HANA Sales of S/4 HANA

2. O2C(Order To Cash ) business process expertise,

3. SAP SD Implementation/Support/Development project expertise.

4. Exposure to SAP SD configurations (O2C processes, Pricing Procedure, Revenue account determination, Credit Management, Rebate Processing, Batch Management, Consignment, Stock transport orders)

5. S/4 Migration/Implementation/AMS experience

As a presales manager, you will work closely across various verticals such as product development, engineering, sales and marketing, and project teams/customer relations to understand internal product and service capabilities. Build marketing and sales collaterals showcasing the company’s offerings and capabilities

Role will also include understanding the customer’s needs and building suitable solutions, working closely with engineering, delivery, and sales teams.  You will also be required to actively understand customer preferences and predict future needs for product development.

Key Responsibilities:

• Engagement with the customers and understanding of their needs and putting together solutions (products and services) that are aligned with the customers’ demands. 
• Responsible for supporting the business development team in putting together compelling proposals in response to RFPs.
• Responsible for bringing in industry/vertical specific expertise into building the solution and validating technical solutions from the service delivery team.
• Coordinating with 3rd party service providers and integrating their solution components into the overall proposals.
• Plan sales strategies in response to market and competitors’

actions.

• Work in sync with the product development team and develop

sustainable and commercially viable products.

• Understand customer needs and make sales presentations.
• Liaise with the marketing team to undertake demand-generating

activities such as trade shows, exhibitions or customer workshops.

• Prepare sales proposals and train sales representatives/executives

from time to time.

• Preparation of presentations about the products or services with their value proposition articulated for the usage of the sales team.
• Creation of marketing concepts and responding to customers’ RFPs and RFI’s for our local and global sales teams.
• Use domain expertise to articulate customer requirements appropriately to product and development teams
• Prepare and deliver solution-based product presentations and

demonstrations to customers.

• Execute on customer proof of concepts (POCs).
• Strong interpersonal skills, including the ability to present to an audience from C-Level to End User, clearly articulate the value Profile products will bring to an organization, gain trusted advisor respect, and help influence, make well-executed systems presentations and clearly articulate the product’s value.

Greeting from Cadeploy!!!

We are hiring for Tekla / SDS2 / Rebar - Sr.Modeller / Sr.Checker / Sr.Detailer.

• Subject Matter Expert (SME) will have the complete market level expertise and proficiency as required to create, develop and teach contents in the given subject area.
• Experience 0 to 5 yrs teaching Chemistry, Physics and Mathematics
• Educational qualification: Masters(M.Sc, M.Phil, P.hd) in Chemistry, Physics and Mathematics
• SME for NEET and JEE competitive exams should possess equivalent field experience in teaching student segments of the market space or students in the relevant institutions.
• The primary requirement from the SME will be the creation of highly relevant teacher Lesson planners, teaching modules as expected in the project architecture which is content in-line with the learning material of Raptor entrance expert.
• The SME should gain enough knowledge about the product developed through the induction program and should be prepared for workflow within the first 3 days of joining.
• Proficiency of the theoretical knowledge and equivalent application knowledge is a prerequisite to developing contents for the given assignment. The SME should be posses and be increasingly willing to upgrade one’s knowledge on a regular basis.
• The SME should thoroughly research the curriculum framework, market expectation, syllabus and other essential criteria for the assignment taken.
• The SME will stick on to the time schedules regularly to avoid any delay to the project completed within the stipulated project delivery time and will be solely responsible for the completion of any work given in the subject area within the scope of the given assignment.
• The work files should be appropriately organized in the allocated work system as they will be subjected to frequent auditing.
• The SME will have a parallel discussion and can take guidance from the Project Head and the academic expert team Lead (TL) to build contents analogous to the learning material and ensure organized content delivery.

We are looking for a competitive and trustworthy Sales Executive to help us build up our business activities.

Sales Executive responsibilities include:

1. New Sale
2. Deal closure
3. Target achievement  

• Actively seek new sales opportunities through cold calling and networking.
• Set up meetings with potential clients and listen to their requirements and concerns
• Prepare and deliver appropriate presentations on products and services
• Ensure the availability of stock for sales and demonstrations
• Negotiate/close deals and handle complaints or objections

• Local Market knowledge
• Proven experience as a Sales Executive or relevant role
• Proficiency in English
• Excellent knowledge of MS Office
• Thorough understanding of sales and negotiating techniques
• Fast learner and passion for sales
• Self-motivated with a results-driven approach
• Aptitude in delivering attractive presentations
• Graduate/BBA/MBA