Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
27/07 Anjni Shah
HR at Stealth Fintech

Views:20 Applications:8 Rec. Actions:Recruiter Actions:5

Stealth Fintech - Wealth Manager (4-8 yrs)

Bangalore Job Code: 225514

Wealth Manager


- Develop a client base of investors and manage relationships on a regular basis

- Work closely with internal and external stakeholders to establish HNI, advisory and institutional channels

- Responsible for key account management and customer success specific to the wealth clients of Leaf Round

- Maintain a log of client concerns or feedback and evaluating them for better success rates

- Develop new AUM as well as expand and deepen existing relationships to increase overall AUM

- Achieve budgeted targets in terms of number of clients / volume of business & assets

- Cross-sell products and services to clients as per their lifestyle needs, and risk requirements while keeping in mind their financial objectives

- Undertake strategic initiatives partnering with other fintech startups, product enhancement etc.

- Engage in multiple activities such as referrals, social networking, utilizing social platforms, attending conferences, and even cold-calling high-quality databases to develop new client relationships

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Add a note
Something suspicious? Report this job posting.