AssetPlus - Manager - Wealth & Investment Services

2 weeks ago

Chennai, India AssetPlus Full time

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. (ref:iimjobs.com)

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