Job Description

As a Wealth Manager , you will focus on sourcing new investors. You will be responsible for acquiring preferred clients (HNI) , advising them and manage there overall portfolio Responsiblities:- 1. Source Retail investors who are willing to invest in our basket of projects: salaried loans , MSME loans, loans backed by third party Gurantees and managed portfolios through our Investment Management Service 2. Maintain relationship with investors to maximize their exposure on lendbox 3. Application , approval and training for new investors 4.Maintain required MIS. Skills and Experience:- 1. At least 3 years Sales and wealth and Management experience 2. Should be comfortable in constantly pushing to achieve business targets 3.Must have experience in managing HNI clients 4.Must have experience in managing wealth accounts 5.Proficiency in Hindi and English will be highly desired 6. Should be an over achiever 7. Familiarity with MS office ( MS Excel and word ) 8. You must be self motivated Individual 9. Strong problem solving skills willingness to roll up one's sleeves to get the job 10. Visualization and storytelling skills and ability to collaborate with team Qualification Required :- Bachelor's Degree 1. Should have prior experience in selling financial products (prior experience in selling/cross-selling or in private banking) 2. Should be well connected with HNI networks / Family offices / Wealth managers / CA Networks etc 3. Should be a top performer in his/her previous engagements Great incentives for the right business drivers.