Investment Associate

3 weeks ago


Bengaluru, India Wint Wealth Full time

**Investment Associate**
**About us**:
Wint Wealth aims at revolutionising the fintech industry by democratising debt investment options for investors. Our platform provides customers access to debt investment products that were earlier available for high net-worth individuals and educates everyone curious to know more about them. We bring assets that give higher returns than FD and are less risky than stocks (9-11%). We have almost 3 lakh signed up investors on our waitlist and have crossed 750 Crore in Assets under management.

**About the Role**:
Wint Wealth is looking for an Associate in the Business team. The expected outcome would be to:

- Understand the lifecycle of a transaction from beginning to end
- Taking up responsibility of complete payment processing for interest and principal payments for various bond issuances done on the platform
- Ensuring seamless coordination between our and client’s team with respect to payment processing of bonds
- Taking up monthly checks on portfolio data, security criteria and reporting any mismatch regarding the same

**Responsibilities**:

- Connecting with the client and internal team for various processes
- Getting on calls with clients in case there any issues with regards to payment process or monthly data reports and resolving the issues
- Attending the Business Development calls with the team and understanding the business of the client from the beginning
- Getting initial data from the client in our format to initiate the Due Diligence Process
- Working with the internal team to help ensure that all the investors receive the due payment on time every month or on each due date

**Eligibility**:

- Individual should know the basics of bond market with interest in financial markets
- Individual should be able to work on MS excel and should have good communication skills

**Our Backers**:We are a Bangalore based startup backed by 3one4 capital, Eight Roads,
Zerodha’s RainMatter Capital, Unitary Fund (Arkam Ventures), Better Capital and several marquee angels like Kunal Shah (CRED), Praveen Jadhav (ex-PayTM Money/Raise),
Nischal Shetty (WazirX), Lalit Keshre (Groww) and more.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹55,000.00 - ₹75,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Food provided
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Provident Fund
- Work from home

Schedule:

- Flexible shift

Supplemental pay types:

- Performance bonus
- Health insurance


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