Step into the Future of Finance

• • Qualification - Post Graduate
  • Attention to detail
  • Experience- 7-14 years of Investment Advisory/Financial Advisory/Fund management within the financial services arena
  • Good command over English both conversation and written correspondence (email etc).
  • Strong customer service skills
  • A passion for meeting people, networking and maintaining relationships
  • Travel: Travel within the city is an expected feature of this job
  • Team Handling capabilities.
  • Location - Bangalore, Mumbai, Hyderabad, Chennai, Delhi

Job Description

• • Will be responsible to identify and develop new opportunities to deliver advice and solutions to existing clients and acquire new Wealth Management prospects.
  • Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
  • Recommend strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve clients financial goals.
  • Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.
  • Keeping client plans up-to-date and prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
  • Interact with the various teams within the organization such as Research, Financial Planning, Insurance and Operations to ensure prompt supply of information to the client.
  • Any other ad-hoc duties as directed.

APPLY

 

• • Qualification - Post-Graduate in Finance or a Related Function
  • Experience- 3 to 5 years
  • Strong organizational, communication (verbal & written), and interpersonal skills are required to work as a team and for daily interaction with internal clients
  • Accuracy, attention to detail and superior analytical thinking
  • Candidate must have the ability to quickly transition as priorities change to meet demands
  • Strong working knowledge of the MS Office Product Suite especially Microsoft Excel
  • Location - Bangalore

Job Description

• • Conducting in-depth data analyses of the markets using traditional and advanced methods
  • Conducting research on the universe of mutual funds schemes ‐ equity, debt and other alternative products
  • Making product recommendations, being able to position ideas and articulate to the team about the risk or payoff for each recommendation
  • Establish and maintain relationship with associates/partners and keep the research team updated on products and schemes
  • Attend conference calls and meetings with associates/partners
  • Create research reports on a periodic basis for internal and external use product notes, quick comment on suitability of product to investor etc
  • Liaise with the Client Relationship Team internally to help them address queries on products and overall market review and outlook
  • Understand client’s risk profile and review their portfolio and explain it to clients

APPLY

 

• • Qualification - Graduate (AFP / CFP preferred)
  • Experience- 2-3 years
  • Good Oral and written Communication Skills.
  • Experience in investment advisory within the financial service arena.
  • Expert in MS office- Word/Excel/PowerPoint.
  • Location - Bangalore

Job Description

• • To support the Client Relationship Manager in identifying client needs and provide them with right financial planning assistance.
  • To interact with various departments within the organisation like Research, Insurance, Financial Planning, and Operations to ensure prompt supply of information to client queries.
  • To interact and meet existing clients and prospects to achieve revenue targets.
  • Informing clients on various discussions on Portfolio reviews, SIPs, etc
  • Help in managing Portfolios which include Shares, PMS, Mutual Funds, Insurance etc.
  • To Support the Client relationship manager in managing client portfolios which include products like insurance, Mutual funds, fixed income etc

APPLY

 

• • Qualification - Postgraduate (AFP / CFP preferred)
  • Experience- 3-6 years
  • 3-6 years of Investment Advisory/Financial Advisory/Fund management (Middle east) within the financial services arena
  • Attention to detail.
  • Good command over English both conversation and written correspondence (email etc.).
  • Strong customer orientation & service skills.
  • A passion for meeting people, networking and maintaining relationships.
  • Travel: Travel to the Middle East is an expected feature of this job.
  • Knowledge and work experience in MS Office - Word, Excel and Power point
  • Location - Bangalore / Any other

Job Description

Understand client’s financial situation and to assess the need for a financial plan. Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query handling, internal documentation and build strong relationship with internal team to ensure smooth running of all client accounts.

KEY RESPONSIBILITIES INCLUDE:

• • Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
  • An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IMMPL Wealth Management while acquiring new clients as well.
  • Engage with clients and understand their Cross – Border requirements.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios which include products ranging from insurance, mutual funds, hedge funds, real estate and fixed income.
  • Keeping client plans up-to-date and prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
  • Interact with the various teams within the organization such as Research, Financial Planning, Insurance and Operations to ensure prompt supply of information to the client.

Any other ad-hoc duties as directed. APPLY

 

• • Qualification - Graduate (Any Degree)
  • Experience- 3-5 years
  • Good written and verbal communication skills
  • Experience in administering O365, Azure Active Directory, Dynamics CRM and SharePoint environment.
  • Experience in purchasing the accounts and managing various service levels.
  • Experience in managing and troubleshooting issues on Organizations SharePoint account and Dynamics CRM account.
  • Experience in working on the organization’s communication platforms like Teams and yammer etc.
  • General knowledge of networking – IP, DNS, SMTP .
  • Location - Bangalore / Chennai

Key Responsibilities

• • Responsible for the maintenance, configuration, and reliable operation of computer systems, network servers, and virtualization.
  • Install and upgrade computer components and software, manage virtual servers, and integrate automation processes.
  • Troubleshoot hardware and software errors by running diagnostics, documenting problems and resolutions, prioritizing problems, and assessing impact of issues.
  • Provide documentation and technical specifications to IT staff for planning and implementing new or upgrades of IT infrastructure.
  • Lead desktop and helpdesk support efforts, making sure all desktop applications, workstations, and related equipment problems are resolved in a timely manner with limited disruptions.

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