Grip Invest

Gurgaon, Bangalore- 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

  • Build, own, and manage relationships with investors looking to invest in Grip’s investment products.

  • Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects.

  • Work closely with both internal and external stakeholders to increase investment activity on the platform.

  • Act as an advisory to the investors to advise and cross-sell products by understanding investible corpus and risk appetite of the investors.

  • Be the Face of the company for the investors, and the Voice of the investors for the company.

  • 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.
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