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22/09 Vidhatri
TA Consultant at Proficient Insight

Views:429 Applications:29 Rec. Actions:Recruiter Actions:0

AVP/VP - Wealth Management (6-14 yrs)

Mumbai/Delhi NCR/Delhi/Kolkata/Bangalore/Hyderabad/Pune/Ahmedabad/Gujarat Job Code: 1159036

Please find below a brief Job Description for the Wealth Management profile.

You can read more about at

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

Women-friendly workplace:

Maternity and Paternity Benefits

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