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Wealth Manager

2 months ago

mumbai, India Antal International Full time
Position: Business Head – Wealth Management Partnerships
Looking for result oriented self -starters for a customer/client facing role dealing with structured financial products.
The typical customer target segment would be HNI/UHNI, Family offices, PMS & AIFs and distributors like Private Wealth management firms, New-age tech platforms offering alternative investments, and financial advisors.
The role is to evangelize a new fixed income financial structure within the niche customer segment, facilitate understanding of the benefits among the target group, and ensure end-to-end product delivery and customer support.
Business Head – Wealth Management Partnerships is required to have,
• A thorough understanding of financial products and general economic environment
• Working knowledge of life insurance products
• High degree of result-orientation to create a long-term profitable relationship with a knowledgeable client base
• Detail orientation for deep understanding of processes at client and our end AND to ensure compliance to multiple regulations governing the products we offer
• …And above all, a high sense of responsibility and flair for solving customer problems Business Head – Wealth Management Partnerships will be responsible for,
• Nurture existing partnerships into profitable businesses
– In a nutshell, be responsible for revenue targets in key business accounts • Develop new client relationship to further augment business
• Handle a team of associates and drive revenue targets through them
• Ensure agreed SLAs and compliance requirements for transactions are met without fail; Create process checks to raise red flags early for timely management action to avoid SLA/compliance adherence failures
• Support business development efforts for new relationship pitches
• Create business reports and present deep-dives on business performance & consumer feedback regularly with the aim of spotting areas of concern as well as business expansion opportunities from the clients assigned Why Should You Consider Working (In this Role)
• We are a 3 year old well-funded and profitable service focused insurtech venture, solving a USD 40 Bn per year customer retention problem for insurers. We work with 8 of the top 10 private Life insurers in the country helping them solve this problem.
• We have been recognised by IRDAI in its first-ever Open House for Insurtech held last year.
• One of India's most well respected financial institute, Zerodha, is our lead institutional investor through its fintech investment arm, Rainmatter Fintech Investment
• You will work with significantly senior levels at our partners’ end, helping address their specific requirements.
• You will be handling interactions with multiple stakeholders such as business, technology and product teams.
• You can leverage the experience you already have, we promise your experience will only be enriched
Eligibility
• Min. 10+ years’ experience in private wealth management, business development with revenue linked KPIs
• Experience in financial services is highly preferred
• MBA or equivalent degree from eminent institution; Financial certifications a huge plus
• Excellent written and verbal communication skills.
Compensation
• Market Standards+ ESOPS Job Details
• Employment: Full-time Base Location: Mumbai Reporting to Top management / Founder
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