Principal Officer
Published date: 2026/11/07
- Location: Mumbai, Maharashtra, India
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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For other job openings at Catenon, please visit https://catenon.in/job-listing-work-opportunity
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
-----------------------------------------------------------------------
For other job openings at Catenon, please visit https://catenon.in/job-listing-work-opportunity
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