• Wealthy - Vice President - Wealth Management Jobs in Bangalore,India - 25040502

  • Build Wealth Technologies Private Limited
  • Save Job
  • 2 - 10 Years
  • Posted : above 1 month

Job Description:


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

- Use financial acumen and investment expertise to review a clients 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

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 10th May 2020

Key Skills:

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