AssetPlus - Manager - Wealth & Investment Services

About AssetPlus

AssetPlus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager - Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.

Key Responsibilities:

Team Leadership & Development:

- Lead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.

- Conduct regular coaching sessions and performance reviews to enhance team effectiveness.

- Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.

Engagement & Relationship Building:

- Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.

- Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users' financial goals.

- Support Specialist in addressing complex user queries and guiding them through the investment journey.

Strategic Growth Initiatives:

- Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).

- Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with AssetPlus.

- Identify trends in investor behavior to guide planning and framework development.

Product & Market Expertise:

- Stay updated with macro trends, product developments, and regulatory changes.

- Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.

Operational Excellence:

- Define and refine workflows to improve the quality and efficiency of conversations and review cadences.

- Track key performance indicators and optimize activities using structured data analysis.

- Regularly present insights and reports on engagement patterns, team performance, and user outcomes.

Role Requirements:

- 5+ years of experience in financial coaching, portfolio management, or investment services.

- Proven experience leading high-performance teams in a goal-oriented environment.

- Strong understanding of investment instruments, personal finance, and user behavior.

- Ability to inspire, influence, and drive consistent quality across team interactions.

- Strong communication, analytical, and relationship management skills.