Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.Location - Mangalore, Mathurai, Hyderabad.

Shift : Night Shift 8 pm to 5 am or Day Shift 11 am to 8 pmWorking Days : Mon to Friday (Sat / Sun Fixed off)Desired candidate profileCommerce GraduateHaving experience in US Accounting of 6 month - 8 yearsHaving well versed knowledge of MS officeShould have worked in QuickBooksSelf motivated with logical thinking Roles & ResponsibilitiesHandling accounts and bookkeeping for US clientsPreparation of monthly , qtrly and Annual FinancialsExposure of payroll & sales taxPerks and Benefits5 days working in a weekTimely Rewards & RecognitionEmployee recognitions and professional growth opportunities for deserving memberFun Friday & many employee engagement activitiesBalanced work & personal life

We are looking for Wealth Manager Pan India for Leading Listed NBFC Responsibilities:- Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.- Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.- Buying & selling stock research to the client.- Managing investments.- Building client relationships and actively engaging in client acquisition.- Addressing client needs through product Solutions.- Assuring service quality and client satisfaction.- Complying with all company policies and procedures.- Maintaining current knowledge of wealth products solutions.- Responsible for the sales, advisory and management of wealth management client portfolio.- We are looking at self-driven professional who have prior experience working with HNI/ Entrepreneurs and large promoter families of the country.- You should have ample experience in the wealth management space or should have strong connects and relationship with the relevant client pool.- You will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.- This is a standalone positions, no team will be provided.Mail us on

Qualification : CA / CFAKEY PERFORMANCE INDICATORSCandidate should be sector agnostic & capable to publish research reports on diversified sectors (Banks, Financial Services, Auto, Metal, IT, Manufacturing, etc)Detailed study & conduct in-dept Research on Global & Indian stock markets, analyzing trends, and identifying potential investment opportunities.Stay abreast of macroeconomic factors and their impact on financial markets, providing timely and insightful reports to guide investment decisions.Engage with High-Net-Worth Individuals (HNIs) and Global Family Office clients, delivering clear and concise presentations of research findings.Provide research insight, asset allocation, and investment strategies tailored to the unique needs of clients.Conduct meetings with the top promoters of listed companies in India to understand their business & their financials.Focus more on Microcap & Small-Cap companies which can be a next Multi-Bagger for Global Investors.Candidates will have to learn Bloomberg, Morning Star & any other software if required.Candidate should have knack of closing the deal with right EQ & Relationship building skills.

The Manager - Product and Research in the Private Wealth Division will be responsible for developing and managing investment products, conducting in-depth market and investment research, and providing insights to enhance wealth management strategies. This role requires a deep understanding of financial markets, investment products, and client needs to support the private wealth team in delivering high quality advisory and wealth solutions.Essential Duties and Responsibilities:- To assist with due diligence and onboarding of new products.- To assist with continuous monitoring and evaluation of existing product recommendations.- To assist sales team with product related queries, be involved in training existing & new teams on a case-to-case basis.- To analyse and Data mine to generate relevant reports and outputs to assist the sales team as well as management team with business decisions.- To assist sales team with portfolio analysis for existing & prospective large clients.- To prepare product one pagers and sales focused presentations to enable sales team to garner business.- To conduct secondary research and assist with preparation of research notes and presentations for the sales teamPersonnel Specification:- Education: MBA in Finance/CA/CS- Experience: 3 - 8 Years' experience in investment management or related financial services roles.Skill Sets:- Communication Skills (Must be multilingual with excellent communication)- Market knowledge (understand the dynamics of financial business)- Resourcefulness- Convincing Skills- Analytical skills- Excellent understanding of Financial product ie Mutual Fund , Equity , PMS , AIF , Structured product etc.- To apply , you are require to be in Product & Research role from any Investment / Financial Services / Broking / Fund Houses / NBFC comapny only

1. Quality Audit: Creation of Quarterly Quality Audit Report which will evaluate the lead servicing parameters of every agents.2. Reporting and Process Adherence: Sending Daily Reports & Maintaining Site Visit Data and Adhere to processes defined.3. Site Visit: To Generate Site Visits for existing projects.4. Lead to Site Visit: To achieve the Lead to Site Visit at a conversion.5. Lead Creation & Lead Management: To ensure that all leads generated are serviced according to the process defined and new leads of CP and Referral are been created in accordance with the company policy6. Business contribution across SOA: To ensure that against Sales Target, generated from Channel Partner & comes from Existing Customers Referrals.7. Pre-Sales experience with Premium / Super Premium Category.8. Candidate should have good Communications & convincing skills9. Excellent conversational and customer service.

Job Summary:We are looking for a seasoned and dynamic Wealth Manager with proven expertise in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI) clients. The ideal candidate should have an extensive network of HNI and Ultra HNI clients and significant experience in handling Assets Under Management (AUM)Key Responsibilities:Client Relationship Management:Build and maintain long-term relationships with HNI and Ultra HNI clients.Deliver personalized financial advisory and wealth management solutions based on clients financial goals and risk appetite.Conduct regular portfolio reviews and provide updates on investment performance.Business Development:Leverage existing networks and develop new relationships to expand the client base.Identify and acquire new clients to enhance AUM and revenue growth.Drive business development through client referrals, networking events, and strategic partnerships.AUM and Portfolio Management:Currently managing ~AUM of 100 crore plus, across different asset class.Develop and implement strategies to increase AUM and meet financial targets.Continuously monitor and analyse portfolio performance to make informed investment decisions.Market and Product Knowledge:Stay updated on market trends, economic changes, and investment opportunities.Ensure thorough knowledge of financial products, including mutual funds, insurance, equities, bonds, and alternative investments.Managing a minimum of 100 crore AUM across different asset class.Strong network within the HNI and Ultra HNI segments.Skills:10- 30 years of relevant experience in wealth management/private banking.Proven track record of managing a minimum of 100 crore AUM across different asset class.Strong network within the HNI and Ultra HNI segments.Excellent communication, interpersonal, and client relationship skills.Leadership and team management abilities.Location-Pan india Bangalore Hyderabad Chennai Jaipur Ahmedabad Mumbai NCR

For a leading MNC in Fintech , we are seeking a seasoned DevOps Engineer to own parts of our cloud infrastructure and DevOps operations. In this role, you will lead by example, and design, deploy, and optimize our AWS-based infrastructure, ensuring seamless orchestration of workloads across Kubernetes and serverless environments like AWS Lambda.You will play a pivotal role in automating processes, enhancing system reliability, and driving the adoption of DevOps best practices. Collaborating closely with our Engineering, Product, and Data teams, youll contribute to scaling our infrastructure and supporting our rapid growth. This position offers a unique opportunity to refine your technical expertise in a dynamic and fast-paced environment.Location : Remote (Pan India Candidate can apply) Delhi / NCR,Bangalore/Bengaluru,Hyderabad/Secunderabad,Chennai,Pune,Kolkata,Ahmedabad,MumbaiResponsibilitiesOwn and drive the architecture, design, and scaling of various parts of our cloud infrastructure on AWS, ensuring security, resilience, and cost efficiencyOptimize Kubernetes clusters, including advanced scheduling, networking, and security enhancements to support mission-critical workloadsArchitect and improve CI/CD pipelines, incorporating automation, canary deployments, and rollback strategies for seamless releasesDesign and implement monitoring, logging, and observability solutions to ensure proactive issue detection and system performance tuning at scaleEstablish and enforce security best practices, including IAM governance, secret management, and compliance frameworksBe the go-to expert for multiple infrastructure components, providing technical leadership and driving improvements across interconnected systemsLead large-scale projects spanning multiple quarters, defining roadmaps, tracking progress, and ensuring timely execution with minimal supervisionDrive collaboration with cross-functional teams, including ML, Data, and Product, to align infrastructure solutions with business and engineering goalsMentor and support junior and mid-level engineers, fostering a culture of continuous learning, technical excellence, and best practicesSet and refine DevOps standards, driving automation, scalability, and system reliability across the organizationQualificationsA minimum of 7 years of experience in DevOps, SRE, or a similar role, with expertise in designing and managing large-scale cloud infrastructureExperience working on software product development, with proficiency in a mainstream stack.Deep hands-on experience with AWS services such as EC2, S3, RDS, Lambda, ECS, EKS, and VPC networkingAdvanced proficiency in Terraform for infrastructure as code, including best practices for scaling and managing cloud resourcesStrong expertise in Kubernetes, including cluster provisioning, networking, security hardening, and performance optimizationProficiency in scripting and automation using Python, Bash, or Go, with experience integrating APIs and optimizing workflowsExperience designing and maintaining CI/CD pipelines using tools like CircleCI, Jenkins, GitLab CI/CD, or ArgoCDStrong knowledge of monitoring, logging, and observability tools such as DataDog, Prometheus, Grafana, and AWS CloudWatchDeep understanding of cloud security, IAM governance, role-based access control (RBAC), and compliance frameworks like SOC2 or ISO 27001Proven ability to lead and mentor junior engineers while fostering a collaborative and high-performance team cultureExcellent communication skills, with the ability to work effectively across cultures, functions, and time zones in a globally distributed team

1. Handling all import shipments. 2. Well verse with al logistics, documentation , should be good in air and sea shipment3. Import freight , Preparation of import checklist 4. Good Communication skills.5. Good in writing official emails.5. Minimum 2 years experience needed

1. Quality Audit: Creation of Quarterly Quality Audit Report which will evaluate the lead servicing parameters of every agents.2. Reporting and Process Adherence: Sending Daily Reports & Maintaining Site Visit Data and Adhere to processes defined.3. Site Visit: To Generate Site Visits for existing projects.4. Lead to Site Visit: To achieve the Lead to Site Visit at a conversion.5. Lead Creation & Lead Management: To ensure that all leads generated are serviced according to the process defined and new leads of CP and Referral are been created in accordance with the company policy6. Business contribution across SOA: To ensure that against Sales Target, generated from Channel Partner & comes from Existing Customers Referrals.7. Pre-Sales experience with Premium / Super Premium Category.8. Candidate should have good Communications & convincing skills9. Excellent conversational and customer service.

Responsibilities:- Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.- Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.- Buying & selling stock research to the client.- Managing investments.- Building client relationships and actively engaging in client acquisition.- Addressing client needs through product Solutions.- Assuring service quality and client satisfaction.- Complying with all company policies and procedures.- Maintaining current knowledge of wealth products solutions.- Responsible for the sales, advisory and management of wealth management client portfolio.- We are looking at self-driven professional who have prior experience working with HNI/ Entrepreneurs and large promoter families of the country.- You should have ample experience in the wealth management space or should have strong connects and relationship with the relevant client pool.- You will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.

We are seeking an experienced Recruiter to join our Talent Acquisition team, specializing in Wealth/HNI/Private Banking recruitment. The successful candidate will be responsible for identifying, attracting, and hiring top talent in the wealth management industry, focusing on High Net Worth Individuals (HNIs) and Private Banking professionals.Location : Remote, Delhi NCR, Bangalore, Chennai, Pune, Kolkata, Ahmedabad, Mumbai, Hyderabad Key Responsibilities:1. Develop and implement recruitment strategies: Create effective recruitment plans to attract top talent in the wealth management industry, focusing on HNIs and Private Banking professionals.2. Source and attract candidates: Utilize various sourcing channels, including social media, job boards, and professional networks, to attract high-caliber candidates.3. Build relationships with stakeholders: Foster strong relationships with hiring managers, wealth management professionals, and other stakeholders to understand their recruitment needs and provide tailored solutions.4. Conduct interviews and assessments: Evaluate candidates' skills, experience, and fit for wealth management roles, using various assessment tools and techniques.5. Manage candidate experience: Ensure a positive candidate experience throughout the recruitment process, maintaining open communication and providing timely updates.6. Collaborate with the talent acquisition team: Work closely with the talent acquisition team to share best practices, leverage resources, and achieve recruitment goals.7. Maintain market knowledge: Stay up-to-date on market trends, competitor activity, and industry developments in the wealth management sector.Requirements:1. 1+ years of recruitment experience: Proven experience in recruitment, preferably in the wealth management or financial services industry.2. Wealth management industry knowledge: Strong understanding of the wealth management industry, including HNIs and Private Banking.3. Excellent communication and interpersonal skills: Ability to build relationships with stakeholders, including hiring managers, candidates, and other recruitment professionals.If you find this interesting, please feel free to send me an email by sharing your updated resume at resumeatsynergy@gmail.com. Please mention the following in your email:1) Current salary in hand 2) Total Experience3) Relevant Experience in HR4) Current Location 5) Notice Period6) Reason for job change7) Last working day (If Resigned / Unemployed)