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03/12 Aditya Agarwal
Founder at Build Wealth Technologies Private Limited

Views:13825 Applications:289 Rec. Actions:Recruiter Actions:225

Wealthy - Vice President - Wealth Management (2-10 yrs) Premium

Bangalore Job Code: 771585

Requirements :

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.

Women-friendly workplace:

Maternity and Paternity Benefits

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