Working days: 5
- Business development through positioning companies offerings
- Manage and mine existing portfolios
- Acquire new clients from inbound requests
- Hand-hold the customers during on-boarding
- Understand the customer’s investment needs
- Build portfolios aligned to Clients goals
- Strategize and work with the Cluster leads to mine existing portfolios
- Contribute & provide feedback to the marketing team for new campaigns
Preference: Someone who has worked at a Large Bank or a large financial advisory or has some finance education background.
Required Candidate profile
Other preferred pointers:
- Experience in managing client relationships
- Experience in the acquisition of new customers base
- Responsible for meeting sales targets
- Knowledge of Mutual Fund /Wealth Management/Equity advisory sales
- Must be Energetic, Passionate, and strong at Relationship building
- A hunger to personally succeed in a bigger way than possible in a regular job
What Company provides:
- Vibrant start-up culture which provides exponential learning & growth opp.
- Bonus/Incentive structure: best in the market
- A customer-centric product and approach to help users control and manage their money like never before
- Best in class wealth products on both equity and fixed income from top manufacturers
- A deep tech and design support team
- A proven startup team that has grown business in the past to the $2 billion range
- Stock options for all team members to aim for personal financial success
Salary: INR 3,75,000 - 5,00,000 PA.
Role Category:Channel Sales
Role:Sales / BD Manager
Desired Candidate Profile
HYREZY TALENT SOLUTIONS LLP
Simplified wealth creation for busy professionals
We combine 4 magic ingredients.
Dedicated Wealth Coach:
Get personalised guidance from a dedicated Wealth Coach for any investment made via company. Wealth Coach will assist you in reaching your goals.
Top Tier Investment Managers:
Top money managers in India who have managed over $2bn for the Ultra-rich. And 10+years of experience in creating wealth for Ultra-rich.
One app to automate, simplify & track all your investments. You can invest & manage your finances in a few simple steps. Search for the best investments which suit your need.
Portfolio Analysis & Management:
Detailed portfolio analysis & best of short-term + long-term investment options to create the best portfolio to be invested in.
Perfect for busy working professionals:
It is for those that want to simplify their investments & build wealth but also don’t have time to constantly manage their money. We manage wealth for many senior professionals from companies such as Google, Amazon, Deloitte, KPMG, many others.