Wealth Manager - Sales - BFSI

Wealth Manager Sales - Grip Invest

Designation : Wealth Manager

Role : Build, own, and manage relationship with clients for selling investment products

Location : Flexible - Work from home or office (Gurgaon)

Salaries : Market standard + ESOPs

Who We Are

Grip is building a new category of investment options for the new-age of Indians. Millennials don't communicate, shop, pay, entertain or work like the previous generation - then why should they invest the same way?

Started in June'20, Grip has seen 35% month-on-month growth to become one of India's fastest-growing destinations for alternative investments. Today, Grip offers a unique investment option of leasing assets to some of India's most disruptive businesses like Udaan, Stanza Living, Furlenco, Bounce, BlueStone, FabAlley and LetsTransport.

With a minimum investment size of INR 20,000, Grip is democratising investment options that have only been available to the largest funds and family offices.

Finance and technology (FinTech) is what we do, but people are at the core of our mission. From client-facing roles to technology, and everywhere in between, you'll work alongside a diverse team who loves to solve problems, think creatively, and fly the plane as we continue to build it.

In the News

- YourStory : Fintech startup Grip Invest raises $3M in Series A round

- Outlook India : Grip Invest inks USD 5 million asset financing deal Furlenco

What We Can Offer You

- Young and fast-growing company with a healthy work-life balance

- Great culture based on the following core values

- Courage

- Transparency

- Ownership

- Commitment

- Celebration

- Lean structure and no micromanaging. You get to own your work

- The company just turned one so you get a seat on a rocketship that's just taking off!

- High focus on Learning & Development and monetary support for relevant upskilling

- Competitive compensation along with equity ownership for wealth creation

What You'll Do

- Plan and conduct special sales initiatives and events for prospective and existing Retail, HNIs / UHNIs / Corporate clients.

- Be active in scouting leads, converting them into meetings and further onboarding

- Run the marketing process for individual deals on the platform and more holistically for the company by creating investor collateral, engaging in webinars, investor events, etc

- Educate clients of new products or product enhancements to further expand the relationship.

- Manage existing and potential investor relationships to increase activity on the platform

Your Superpowers

- Have a strong understanding of the wealth segment and product offerings (2-4 years' work experience in investment product sales)

- Strong written and verbal communication skills and ability to pitch complex products to Retail, HNIs, family office investors would be essential

- Must have basic knowledge of various investment products

- Strong phone presence, and experience in dialling dozens of calls per day.

- Prior experience in wealth management, mutual fund distribution, investment advisory preferred. No freshers should apply.

- Ability to leverage social media platforms and other digital marketing channels to pitch product offering

- Should be a team player