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15,00,000 - 20,00,000 PA. Openings: 5 Posted 16 days ago Job Applicants: 718 Job Views: 1500+

Job Description

 
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    About the Organisation

    Cube Wealth's
    mission is to enable individuals to create wealth and achieve financial independence.

    We do this through a subscription-based service that works on the concept of disciplined longterm wealth creation with great advice, great assets and personalized service.

    With the Cube app, member invest in multiple asset classes including equities, Indian and International mutual funds, private debt, P2P lending, gold, and even charitable investing to build a well-rounded portfolio all under advisory. Our advisors have delivered as much as 44% annualized growth over the last 9 years and manage over USD 2bn for HNIs in India and abroad.

    We are led by Satyen Kothari, founder of Citrus Pay and a Stanford Alum in computer science, HCI and tech entrepreneurship. He spent 15 years in Silicon Valley learning his craft with Apple and Frog design before embarking upon his own startups in the US and India.


    About the Role

    Cube Wealth is looking for a dynamic Wealth Manager for their HNI segment, who will be responsible for scoping and acquiring new clients, and growing and deepening relationships with existing clients.

    This is a great opportunity for anybody that is looking to work in a high growth start up, take ownership of their professional growth and work alongside a high performing team.


    Key Responsibilities:
    • Manage relationships with High Net Worth clients with a focus on new client acquisition and client servicing
    • Build a healthy pipeline of leads and acquiring clients through networking, building databases, market intelligence or references from existing clients
    • Offer products and solutions across multiple asset classes like equities, PMSes, mutual funds, P2P lending, gold as per client fitment
    • Use financial acumen and investment expertise to assist clients with wealth/financial planning and portfolio creation thereby helping the client reach their short term and long term investment goals.
    • Focus on superb service and provide personal support at every step to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
    • Formulating strategies for expanding the client base by providing investment advice to the clients
    • Maintain long-term relationships with existing/new clients to increase the Asset under Management (AUM) for the company

    Required Candidate profile

    • 5+ years of experience in sales of wealth management products
    • Experience working in wealth specific NBFCs or Banks (eg. Motilal, IIFL, ICICI and HDFC wealth)
    • Experience in wealth/portfolio management in more than one of the following products: Equity, Assets, Mutual funds, P2P lending, Gold
    • Should have managed overall portfolio of at least 40 crore

Salary: INR 15,00,000 - 20,00,000 PA.

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Full Time, Permanent

Keyskills

Company Profile:

SHORTLIST PROFESSIONAL SERVICES PRIVATE LIMITED

Cube Wealth's mission is to enable individuals to create wealth and achieve financial independence.
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Job Posted by

Moosa Khan Recruitment Consultant SHORTLIST PROFESSIONAL SERVICES PRIVATE LIMITED Mumbai

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