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09/03 Vivek Singh
Head HR at

Views:943 Applications:171 Rec. Actions:Recruiter Actions:168 - Regional Head (8-20 yrs)

Mumbai/Bangalore/Ahmedabad/Kolkata Job Code: 1230606


Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest.

HOW are we solving?

By aligning the goals of the Wealth Partners with the client. They get -

a) Empowered to offer the best solutions to clients

b) Attractive Incentive with limitless opportunity

WHO are we? WHOM are we searching?

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 10+ 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?

- Acquiring and onboarding new clients on the wealthy platform

- Building an illustrious team which is result driven

- Managing client portfolios and driving business goals for the Region

WHAT we offer?

We will treat you like an entrepreneur. This is a role of limitless growth potential with the opportunity to do your best work.

Women-friendly workplace:

Maternity and Paternity Benefits

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