StashFin - Vice President - Wealth

About The Company:

- Financial services are poised for explosive growth in India, and digital lending is estimated to be a US$1 trillion opportunity over the next 5 years.

- In a growing, credit starved economy, this is an opportunity to join a well-funded digital lending platform based in Delhi, started by a team of former financial services professionals dedicated to disrupting traditional lending in India.

- Stash Fin is a rapidly growing organization with a team of 200+ smart, young & energetic individuals from top global and Indian universities such as Wharton, Columbia & IIT with international experience in New York, Toronto and London.

- The team has worked with reputed firms in the Banking and Financial Services (BFSI) space, such as Bank of America, Merrill Lynch, Citi, Deloitte, Kabbage and more, with exposure across multiple functions including technology, customer experience and process re-engineering.

- The team is leveraging its collective experience to deliver best-in-class services and great convenience to its customers.

- The company is led by a CEO who is an experienced venture capital and private equity investor with extensive global experience & a stellar track record.

- Recently named on the list LinkedIn Top Startups 2019: The 25 hottest Indian companies to work for.

Job Description:

- Spearheading the establishment, cultivation and expansion of channel distribution through partnerships in the overall wealth management/Wealth-Tech industry with players such as boutique wealth outfits, family offices, Fintech/Wealth event communities, etc.

- Drive AUM on the platform by deepening existing relationships and building new relationships through HNI/UHNI advisory and institutional channels

- Developing and implementing strategic channel sales plans aligned with company objectives, leveraging market insights and competitive analysis to identify growth opportunities and optimize channel performance

- Own the funnel from sourcing to activation to continuous engagement through collaborating cross-functionally with marketing, product development, and other teams to align sales initiatives with overall business objectives.

- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products and wealth management products and asset related products (secured, unsecured)

- Grow AUM and Sales revenue on a month-on-month basis

- Ensure effective relationship management by monitoring the movement of the customers and implementing a customer retention program.

- Customer query handling / complaint resolution

Key Skill:

- Must have independently managed the entire process and delivered P&L targets

- Ideal candidate will have a Bachelor degree or commensurate work experience