Univest - Head - Advisory Services

Role: Head of Advisory Services

Who are we? :

Univest is a unique investment ecosystem where users can do everything related to stock markets from a single application making your investment journey smart, frictionless & rewarding:

- Where to invest

- Why to invest

- Invest

- Track your investments

- Share your investments with friends

All from a single place!

Key focus areas :

- Monetisation of advisory services across different classes of investors.

- Ensuring high returns consistently for different classes of investors.

- Defining key success metrics for all team members and ensuring they are met consistently.

- Developing a strong engagement plan for all classes of investors and ensuring high repeatability of advisory subscription.

- Ensuring a strong mechanism for funnel management and leveraging univest's platform to maximize conversions.

- Deploying company funds across right asset classes for delivering consistent high returns on YoY basis.

- Ensuring 100% platform compliance as per SEBI norms.

Requirements:

- Prior experience of working in a managing a PMS/Advisory services for an organization.

- 8 to 15 years of work experience in the relevant field.

- Strategic thinker, visionary leader and proficient in decision-making.

- Strong analytical skills and ability to connect the dots with business realities.

- Ability to communicate effectively and in a professional manner.