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Wealth Manager/Advisor - HNI Segment - Wealth Management Startup (3-14 yrs)

3-14 years

Wealth Manager/Advisor - HNI Segment - Wealth Management Startup (3-14 yrs)

Confidential

posted 3+ weeks ago

Job Role Insights

Job Description

We are expanding & looking for experienced Wealth sales advisors and managers.

We are one of the fastest growing wealth management firm backed by strong digital platform that is disrupting the traditional industry with a combination of customer-first philosophy, design thinking, and technology. Our customers include top CEOs to white-collar mass affluent professionals. We have some of the best asset classes in the country with a combination of equity, debt, international, and alternative assets.

We are looking to build a team of superb wealth sales advisors and managers asap!!. Anyone joining this team will have an amazing opportunity to be part of something huge and have an opportunity to have a huge career and personal financial success. Everyone in the team gets ESOPS

Few asks :

- Experience in managing a large portfolio of Customers & Assets

- Experience in the acquisition of new customers base

- Deep experience in selling to customers on a variety of wealth products

- An ability to think - customer first-

- Responsible for meeting sales targets

- A hunger to personally succeed in a bigger way than possible in a regular job

Expect From Us :

- Vibrant start-up culture which provides exponential learning & growth opp.

- Bonus/Incentive structure : best in the market

- ESOPs

- Best asset classes & advisors under one-roof


Functional Areas: Banking/Insurance

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Confidential Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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