Principal Officer

Industry/ Sector/ Domain

FinTech

Location

Mumbai, Maharashtra, India 

Experience Range

5 – 8 years

Company Profile

Catenon India’s client: A FinTech firm.

Responsibilities

  • Lead this vertical which includes communicating with wealth management partners, mutual fund offerings, and API providers and managing the business model and financial forecasting
  • Manage key performance metrics and product analytics leading to improved customer acquisition and retention
  • Participate in quality assurances for key digital projects and ensure a successful transition to production.
  • Leverage local, regional, and global relationships to ensure delivery of key projects and initiatives
  • Apply sound ethical judgment regarding personal behavior, conduct, and business practices, and escalate, manage and report control issues with transparency.

Qualifications

  • 5-8 yrs of preferred experience in SEBI Registered Investment Advisory firm
  • Completed Training and Certifications by the National Institute of Securities Market (NISM)
  • A team player with the ability to work with all connected stakeholders
  • Solid foundation in Finance & Accounting

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