TA Consultant at Proficient Insight
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AVP/VP - Wealth Management (6-14 yrs)
Please find below a brief Job Description for the Wealth Management profile.
You can read more about Wealthy.in at https://www.wealthy.in
Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth management platform, added over 100 products to it, and earned the trust of thousands of investors. In our latest round of funding, we have raised capital of USD 7 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.
- Preferably 5+ years of experience in selling financial products
- Experience in banks, securities, or wealth management firms
- Entrepreneurial mindset with a strong client network
WHAT we do:
Manage client's wealth by -
- Cultivating a relationship and understanding their financial needs
- Recommending products from the Wealthy platform
WHAT we offer?
We will treat you like an entrepreneur. This is a role of limitless growth potential with the freedom to do your best work and without any cap on your earnings.
Compensation Structure -
- Hit revenue of 2x your CTC. After that, take home 50% of any additional revenue as incentive.
- No product quotas, incentive docking, T&C, or surprises.
Hear from our Wealth Managers
"My customers appreciate that everything is online, be it KYC, Customer Support, or Portfolio tracking."
- Sai Prasanth Nomula, Ex-ICICI Securities