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23/11 Neetu Pillai
Recruiter at Build Wealth Technologies Private Limited

Views:17353 Applications:375 Rec. Actions:Recruiter Actions:295

Wealthy - Wealth Manager (3-10 yrs)

Bangalore Job Code: 1008781

Requirements :

Location : Bangalore

Age : 25 - 35 year old

Experience : 3+ year experience of wealth management with a private sector bank / wealth management outfit

Wealth Book: INR 10crore+

Our Offer :

- Independence, creative freedom and superior incentive structure

- Experience and help build the future, where, technology will be an integral part of personal finance advice and product delivery

- 50% revenue share over 2x of CTC

- Optionality to become an entrepreneur at any point in time

Job Description :

- Use financial acumen and investment expertise to review a client's financial data, align clients need through superior service, seamlessly align service delivery for the enhanced experience; thereby helping the client to reach his short term and long term investment goals

- Focus on business development across wealth, lending and protection products to sustain and achieve growth in relationship value, revenues & improved client stickiness

Key Skills :

- Ability to manage relationships to improve the relationship value of existing customers.

- Ability to leverage existing customer base to kick-start the book-building at Wealthy.

About the Company :

- 2,000 crore worth of assets on the platform.

- Raised INR 50+crore from marquee fintech investors.

- The first company to do paperless KYCThe first company to offer online custom made portfolios.

- The first company to launch online aggregation of investment and other financial data.

- The founding team is IIT-IIM with experience across financial services and technologies in companies like Morgan Stanley, Ola, Microsoft and others.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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