
Manager - Wealth & Investment Services
3 days ago
About AssetPlus:
AssetPlus is a fast-growing fintech company providing innovative investment solutions.
We are seeking a Manager Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.
Key Responsibilities:
Team Leadership & Development:
- Lead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.
- Conduct regular coaching sessions and performance reviews to enhance team effectiveness.
- Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.
Engagement & Relationship Building:
- Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.
- Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users financial goals.
- Support Specialist in addressing complex user queries and guiding them through the investment journey.
Strategic Growth Initiatives:
- Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).
- Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with AssetPlus.
- Identify trends in investor behavior to guide planning and framework development.
Product & Market Expertise:
- Stay updated with macro trends, product developments, and regulatory changes.
- Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.
Operational Excellence:
- Define and refine workflows to improve the quality and efficiency of conversations and review cadences.
- Track key performance indicators and optimize activities using structured data analysis.
- Regularly present insights and reports on engagement patterns, team performance, and user outcomes.
Role Requirements:
- 5+ years of experience in financial coaching, portfolio management, or investment services.
- Proven experience leading high-performance teams in a goal-oriented environment.
- Strong understanding of investment instruments, personal finance, and user behavior.
- Ability to inspire, influence, and drive consistent quality across team interactions.
- Strong communication, analytical, and relationship management skills.
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