Grip Invest
Gurgaon, Bangalore- www.gripinvest.in- 7/12/2022
Salary – 6 to 8 Lpa
Job Title
Wealth Manager
Company Profile
- Young and fast-growing company with a healthy work-life balance. Great culture based on the following core values: Transparency, Ownership, Commitment Celebration. Lean structure, no micromanagement. High focus on Learning & Development and monetary support for relevant trainings. Competitive compensation along with equity ownership for wealth creation.
Job Profile & Responsibilities
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Build, own, and manage relationships with investors looking to invest in Grip’s investment products.
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Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects.
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Work closely with both internal and external stakeholders to increase investment activity on the platform.
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Act as an advisory to the investors to advise and cross-sell products by understanding investible corpus and risk appetite of the investors.
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Be the Face of the company for the investors, and the Voice of the investors for the company.
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Drive AUM on the platform by deepening existing relationships and building new relationships by establishing HNI, advisory and institutional channels.
Preferred Qualifications
- Minimum 3+ years of Experience.
- Prior experience in wealth management and sales of financial products is a must.
- Exceptional ability to pitch complex products to retail investors, HNIs, and family offices.
- Understanding of basic investment and financial concepts is essential.
Desired Candidate Profile
- Graduate/Post Graduate
- CWM certification would be an added advantage.