Senior Wealth Manager

5 days ago


bangalore, India Fincity Full time
Our Hiring Philosophy:
” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”
About Fincity
Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate projects like residential apartments. We currently have an active base of 1,000+ retail investors, HNIs, UHNIs and Family offices.
About the Role
Fincity is looking to scale its business and for that, we aim to bring in the best wealth experts to be a part of our team. Those who have passionately built successful portfolios of India’s wealthy and ultra-wealthy with the client’s best interests at heart will find the perfect opportunity at Fincity.
Responsibilities:
Responsible for all Sales & distribution for the new of distributors.
Responsible for advising the distributors the suitable product as per the requirement of their customer/Investor.
Responsible for on boarding new distributors.
Should be completely updated on the various products and markets situation.
Responsible for Distributor Servicing for the assigned distributors.
Take steps for development of long-term relationship/association with the key/potential distributors in order to generate repetitive business.
Should be able to close the sales call by working closely with more experienced sales representative in case of need required.
Responsible for on boarding IFA / Wealth management firms / Family offices / Should have good connect with all the distributors In bangalore or across MF market industry.
Key Requirements:
Ability to board new client IFA / Wealth firms / Family offices and distributors
Result oriented and entrepreneurial skills
Good Interpersonal Skills.
Qualification :- Any / MBA
Experience: - Minimum 5 yrs to 10 yrs. in financial industry preferably MF. Key Role Interactions
Retail / HNI / UHNI Sales
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