Company Introduction About IndWealth : INDWealth is a full stack Wealth-technology platform. The platform leverages artificial intelligence (AI) and machine learning (ML) to provide a one-stop solution for users to manage their investments, liabilities, future cash flows, expenses, and taxation. We are building a financial super app with a mission to - democratize finance for Indians- The company is backed by large foreign institutional investors and has already secured a funding of $45 Mn. INDWealth is a product of the parent entity Finzoom Investments, Founded by Ashish Kashyap, a technology entrepreneur who previously Founded ibibo Group (Goibibo, redBus, PayU India) and was also Google India's first Country Head. Ashish also co-founded PayU-India (ibibo Pay), a leading payment service provider in 2011. INDwealth's co-founding team comprising Pratiksha Dake, Amrita Sirohia, Varun Bhatia: have a very successful track record in the Finance and Consumer tech industry. INDwealth's technology, machine learning, product, and design teams come from education institutes such as IIT, NSIT, BITS, IIM, ISB etc. The Finance and business team have had experience of working with institutions like HSBC, Moodys, Bank Of America, Standard Chartered Bank, HDFC etc. The total team strength is 40 and the same is projected to grow to 150 by the q2 of 2019. Job brief: We are looking for Relationship managers &amp; Private Bankers to deliver transparent and unbiased financial advisory &amp; wealth management to the customers. By the use of technology we enable the Private Bankers &amp; RMs to increase productivity and customer satisfaction. Requirements: A Wealth Manager is required to interact with customers for the most part of his/her day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial and Mutual funds sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies that employers look for are: - Excellent people management skills - Client-driven with a strong focus on the quality of service. - Strong interpersonal communication skills. - An Excellent understanding of financial planning, wealth management, MF industry &amp; understanding client needs. - Ability to analyze and research information - Ability to explain complex information clearly and simply Responsibilities : - Acquire and build AUM - Maximize profit and achievement of the growth of premier clients portfolio. - Build effective relationships with clients to retain and develop sustainable relationships. - Do regular reviews with clients to understand their current &amp; long-term needs and advise them on the services that help them achieve their goals. - Through disciplined portfolio management, develop strategies to increase wallet share of existing clients &amp; actively manage a prospect pipeline. - Resolve customer complaints quickly and effectively - Aim to preserve customers and renew contracts - Approach potential customers to establish relationships - Gain solid knowledge of competitors What does INDWealth bring to the table : Apart from monetary benefits, we offer : - Informal work culture. - Freedom to experiment on new ideas and technologies. - A highly motivated work environment where you learn exponentially and grow with the organization. - An opportunity to create impact at a large scale. - Early employee stock options.

Mumbai

INDwealth - Wealth/Relationship Manager/Private Banker 

INDwealth - Wealth/Relationship Manager/Private Banker  ,Job Description for INDwealth - Wealth/Relationship Manager/Private Banker  in INDwealth in  Mumbai for (2-6) years of experience. Apply Now!

Job Description for INDwealth - Wealth/Relationship Manager/Private Banker  in INDwealth in  Mumbai for (2-6) years of experience. Apply Now!