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Finogent Solutions LLP Top Wealth Manager in India
Job Title: Content and Social Media Manager
Company: Finogent Solutions LLP
Location: New Delhi
Job Type: Full-time
Summary:
Finogent Solutions LLP, a leader in wealth management, is seeking a versatile Content and Social Media Manager proficient in financial planning and investment management. The ideal candidate will adeptly utilize AI tools like ChatGPT and Leonardo AI to create compelling content, manage diverse marketing campaigns, and oversee our social media presence.
Responsibilities:
Develop, implement, and manage our content strategy to include a variety of content forms such as blogs, videos, whitepapers, infographics, and social media
Maintain a content calendar that aligns with marketing goals across different platforms, ensuring consistent
Utilize SEO best practices and content optimization strategies to enhance online visibility and audience
Operate AI content generation tools to ensure efficient and relevant content production.
Monitor and report on performance metrics from Google Analytics and social media insights to guide content and campaign
Manage social media marketing campaigns and day-to-day activities including:
Develop relevant content topics to reach the company’s target
Create, curate, and manage all published content (images, video, written).
Monitor, listen, and respond to users in a “Social” way while cultivating leads and
Collaborate with other departments to manage company reputation, coordinate promotions, and increase
Requirements:
Bachelor’s degree in Marketing, Communications, English, Journalism, or a related
Minimum of 2 years of experience in content management and social media marketing within the financial services or wealth management industry.
Strong editorial skills and proficiency in managing modern digital tools and
In-depth knowledge and experience with major social media platforms and social media management
Excellent written and verbal communication skills in English, with an ability to distil complex information into clear, concise content.
Why Join Us:
• Competitive salary and performance-based incentives.
• Opportunity to work with a leading wealth management firm.
• Professional development and growth opportunities.
• Collaborative and supportive work environment.
Application Process: Interested candidates are invited to submit their resume / CV. Please send your application to rajatdhar@finogent.com with the subject line “Application for Trader/Stock Dealer Position.”
Contact Information:
• Website: www.finogent.com
• Email: rajatdhar@finogent.com
• Phone: +919560489579
Company: Finogent Solutions LLP
Location: New Delhi, India
Position: Trader/Stock Dealer
Employment Type: Full-Time
About Us: Finogent Solutions LLP is a premium wealth management firm dedicated to providing tailored financial solutions to high-net-worth individuals and institutions. We specialize in comprehensive portfolio management, investment advisory, and stock trading across various segments. Our commitment to excellence, compliance, and client satisfaction is at the core of our operations.
Job Overview: We are seeking a dynamic and experienced Trader/Stock Dealer to join our team in New Delhi. The ideal candidate will have a strong background in stock trading, portfolio management, and a deep understanding of market dynamics. They will be responsible for analyzing and managing stock portfolios, executing trades across cash and derivative segments, and ensuring compliance with regulatory requirements.
Key Responsibilities:
• Analyse and manage client stock portfolios to maximize returns while mitigating risks.
• Execute stock trades, including buying and selling, across cash and derivative segments.
• Understand the impact of macroeconomic news on the futures market.
• Monitor market trends, news, and events to inform trading strategies.
• Conduct technical and fundamental analysis to support trading decisions.
• Ensure compliance with all regulatory requirements, including KYC and FATCA.
• Maintain a record of all trading transactions and ensure daily processing and confirmation of
trades.
• Monitor client exposure limits and solve customer queries.
• Attend morning meetings to discuss the strategy for the day.
• Hold periodical meetings with clients and liaise with the operations team to resolve queries and
generate revenue.
Qualifications:
• Bachelor’s degree from a recognized university or college.
• Minimum of 3 years of experience in equity broking.
• Holds latest certificates from NISM (Equity) / Capital Markets cash and dealer module.
Key Traits:
• Strong communication skills (verbal and written) in both Hindi and English.
• Strong product knowledge and understanding of the capital market.
• Proficient in using email, Excel, Microsoft Office, etc.
• Strong analytical skills and the ability to make data-driven decisions.
• Willingness to learn and contribute to team meetings and share ideas.
Knowledge and Skills:
• Deep knowledge of the financial industry, advanced derivatives, and income-generating strategies.
• Excellent written and verbal communication skills with careful attention to detail.
• Strong presentation skills in a large group setting.
• Ability to work independently and in a group setting.
• Advanced user of Excel and PowerPoint.
• Self-motivated with a strong work ethic and the ability to work extended hours.
Why Join Us:
• Competitive salary and performance-based incentives.
• Opportunity to work with a leading wealth management firm.
• Professional development and growth opportunities.
• Collaborative and supportive work environment.
Application Process: Interested candidates are invited to submit their resume / CV. Please send your application to rajatdhar@finogent.com with the subject line “Application for Trader/Stock Dealer Position.”
Contact Information:
• Website: www.finogent.com
• Email: rajatdhar@finogent.com
• Phone: +919560489579
Company: Finogent Solutions LLP
Location: New Delhi, India
Position: Wealth Manager
Employment Type: Full-Time
Summary
The Wealth Manager Role is a client-facing role. Through a combination of client-management skills, planning, market, product knowledge, the Wealth Manager partners with team members to address the specific needs and service issues of HNI clients in order to cultivate existing client relationships. The Wealth Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
PRE-REQUISITS:
Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients’ across all asset classes in a Broking / Private Bank / Wealth Management Setup.
DUTIES and RESPONSIBILITIES:
Managing client relationships and generate AUM from preferred
Advising Affluent clients on their Investments and managing their over all financial portfolio and deepening the wallet from existing
Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
To research, investigate and update them on available investment opportunities
/financial market trends to determine whether they fit into clients’ portfolios.
To coordinate with product and research team for taking investment decisions for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops, and other business development activities.
Procuring the potential clients through networking, database, market analysis and
Generating cross-sell revenue and doing GAP
Liaison with operations team to resolve queries and revenue
Comply with organizational guidelines and
Achievement of product-wise
Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the
Conduct risk profiling of all mapped clients for better advisory on investment
Ensuring client contactability at all times through updation of latest contact details in all necessary systems
Regular contact with all mapped clients through weekly / monthly calls, telephonic as well as onsite personal sales meet as required.
Resolution of queries of all mapped clients within TAT
Ensuring need based product approach towards clients and regular reporting of product
Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling).
KEY SKILLS:
Ability to manage relationships to improve relationship value of existing customers
Ability to build and maintain long term relationships, deepening relationship and growing revenues
Ability to provide seamless and superior service delivery
Ability to ensure compliance with key regulatory and bank level requirements
EDUCATION & EXPERIENCE:
Any Graduate / Post Graduate with any other qualification / certification like CFP/ CWM / NISM will be an advantage.
While we need a min of 1 years experience in Wealth Management domain from BFSI / Wealth Management / Broking; however, freshers can also apply as we may consider if some exceptional talent is identified.
KNOWLEDGE & SKILLS:
The financial industry, financial planning knowledge
Excellent written and verbal communication skills with careful attention to
Strong presentation skills in a large group
Able to work independently, as well as in a group setting.
Advanced user of Excel and
Self-motivated with a strong work ethic, and able to work extended time
Travel would involve conducting meetings with clients in Delhi /NCR and other
Interested candidates can reach out to : Rohini Raina | +919999760359 | info@finogent.com
Industry
Investment Management.
Salary
As per Industry Standards.
Company: Finogent Solutions LLP
Location: New Delhi, India
Position: Operations Manager
Employment Type: Full-Time
Summary
The Operations Manager role is a critical, back-office role ensuring the seamless functioning of wealth management services. The Operations Manager will oversee all operational aspects, including compliance, client service, administrative support, and process
improvements. This position requires a strategic thinker with strong leadership abilities, capable of managing a team and coordinating with various departments to ensure smooth and efficient operations.
PRE-REQUISITS:
Candidates with prior experience in managing operations within a Wealth Management/Broking/Private Banking setup are preferred. The ideal candidate should have a strong understanding of financial products, regulatory requirements, and operational workflows in the wealth management sector.
DUTIES & RESPONSIBILITIES:
Client Service Management:
• Ensure all client service operations are handled efficiently and in a timely manner.
• Address and resolve client service issues and operational discrepancies.
• Coordinate with Wealth Managers to ensure high standards of client service.
Operational Oversight:
• Manage daily operations of the wealth management services.
• Oversee transaction processing, settlements, and reconciliations.
• Ensure adherence to all regulatory and compliance requirements.
Team Leadership:
• Lead, mentor, and develop the operations team.
• Conduct regular training sessions to ensure the team is up-to-date with the latest operational protocols and regulations.
Process Improvement:
• Identify and implement process improvements to enhance operational efficiency.
• Develop and monitor key performance indicators (KPIs) for operational effectiveness.
Risk Management:
• Implement and monitor risk management practices to safeguard client assets and firm’s operations.
• Conduct periodic reviews and audits to ensure compliance with internal and external regulations.
Collaboration and Coordination:
• Work closely with Wealth Managers, Product, and Research teams to streamline operations.
• Coordinate with IT and other support functions to ensure smooth technological integration and support.
Reporting and Documentation:
• Prepare and present operational reports to senior management.
• Maintain accurate records and documentation for all operational activities.
KEY SKILLS:
• Strong leadership and team management skills.
• Excellent organizational and multitasking abilities.
• Proficiency in financial operations and regulatory compliance.
• Strong problem-solving and decision-making skills.
• Excellent communication and interpersonal skills.
EDUCATION and EXPERIENCE:
• Any Graduate / Post Graduate with relevant qualifications.
• Minimum of 3-5 years of experience in operations management within the Wealth Management/Broking/Private Banking sector.
KNOWLEDGE & SKILLS:
• Deep understanding of financial products and wealth management operations.
• Familiarity with regulatory requirements in the financial services industry.
• Proficient in Microsoft Office Suite, particularly Excel and PowerPoint.
• Strong analytical skills with attention to detail.
• Ability to work independently and within a team environment.
• Self-motivated with a proactive approach to operational challenges.
