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.

Chennai

AssetPlus - Manager - Wealth & Investment Services 

Job Description for AssetPlus - Manager - Wealth & Investment Services  in Valueplus Technologies Private Limited in  Chennai for (5-7) years of experience. Apply Now!