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 managing their overall portfolios. Responsiblities:- 1. Source retail investors who are willing to invest in our basket of products 2. Maintain relationship with investors to maximize their exposure on lendbox 3. Application , approval and training for new investors 4. Maintain required MIS Skills& Experience :- 1. At least 3 years sales and wealth 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 English and Hindi will be highly desired 6. Should be an over achiever 7. Familiarity with MS office ( MS excel and Word ) 8 . Should have prior experience in selling financial products (prior experience in selling/cross-selling or in private banking) 9 . Should be well connected with HNI networks / Family offices / Wealth managers / CA Networks etc 10. Should be a top performer in his/her previous engagements Qualification Required:- Bachelor's Degree Great incentives for the right business drivers.