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Senior Manager - Wealth Management - FinTech (4-5 yrs)

4.00 to 5.00 Years   Gurugram   30 Dec, 2021
Job LocationGurugram
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Location: WFH/Office (Gurgaon)Working Days: 5 DaysExperience: 4-5 yearsRole: Active prospecting of IFAs/Distributors for selling investment productsWhat We Can Offer You:- A young and fast-growing company with a healthy work-life balance- A dynamic work environment with encouragement to present your ideas- Great culture based on the following core values- Courage- Transparency- Ownership- Commitment- Celebration- Lean structure with a highly experienced team- Work directly with the leadership team- Competitive compensation along with equity ownership for wealth creationWhat Youll Do:- Plan and conduct special sales initiatives and events for prospective and existing Financial Advisors, HNIs / UHNIs / Corporate clients.- Be active in scouting leads, converting them into meetings, and further onboarding- Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc- Educate clients of new products or product enhancements to further expand the relationship.- Manage existing and potential investor relationships to increase activity on the platformYour Superpowers :- Have a strong understanding of the wealth segment and product offerings (4-5 years work experience in investment product sales).- Strong written and verbal communication skills and ability to pitch complex products to financial advisors/ HNIs/family offices would be essential- Experience in Institutional Partnership / Alliances with established financial institution/ Fintech- Must have an existing network of Financial Advisors and Investment distributors from his/her previous stints. No freshers should apply.- Ability to leverage social media platforms and other digital marketing channels to pitch product offering- Should be a team playerCompany: An online fintech company aimed at providing a convenient, hassle-free investment experience through investing in physical assets,

Keyskills :
financesalesmisaccountancysocial mediadigital marketingsales initiativesproduct offeringscommunication skillsverbal communicationleandealswealthsellingfintechscoutingmarketingownershipinvestment

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