Vice President - Wealth Management - Financial Services

VP - Wealth Management

Role : VP - Wealth Management

Location : HSR Layout, Bengaluru

- 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 7.5 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.

We are looking for confident professionals with :

- Preferably 3+ years of experience in selling financial products

- Experience in banks, securities, or wealth management firms

- Entrepreneurial mindset with a strong client network.

WHAT is the job :

Manage client's wealth by :

- Cultivating a relationship and understanding their financial needs

- Recommending products from the 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