Founder at Build Wealth Technologies Private Limited
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Wealthy - Vice President - Wealth Management (2-10 yrs)
Location : Bangalore
Age : 25 - 35 year old
Experience : 2+ year experience of wealth management / relationship management
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
- Helping Wealth Managers make 5x more by sharing 50% of the revenue.
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 :
- 700 crore worth of assets on the platform.
- Raised INR 15crore 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.