Wealth Sales Manager, 3-15Yrs, 6-20LPA, Bangalore, Pune, Hyderabad, Chennai; 3UCUBEWEALTH315Y620LB/15FEB19;

Wealth Sales Manager, 3-15Yrs, 6-20LPA, Bangalore 3UCUBEWEALTH315Y620LB/15FEB19

Location : Bangalore, Pune, Hyderabad, Chennai,          No of openings : 1        

CPlease make sure candidate should qualify checklist written below:

Ques: What is the book size of the portfolio managed by the candidate?

Ques: Has the candidate managed the entire customer life cycle , from getting new leads to onboarding and re-engagement ?

Ques: Has the candidate worked as a wealth manager or relationship manager with reputed Wealth management/ Portfolio management firms such as IIFL, HDFC Wealth, ICICI Wealth, Kotak Wealth, Citi, Centrum, Clix Capital, Cholmandalam wealth, Motilal Oswal, ICICI Securities, Kotal Securities, HDFC Securities etc ?

Ques: What is the book size of the portfolio managed by the candidate?

Client :

Fintech Company into advisory services and portfolio management

Job Specifications

JD: Wealth sales advisors and managers

We are a wealth-tech platform that is disrupting the traditional wealth management industry with
a combination of customer-first philosophy, design thinking, and technology. Our customers
include top CEOs to white-collar mass affluent professionals. We have some of the best asset
classes in the country with a combination of equity, debt, international, and alternative assets.
We are looking to build a team of superb wealth sales advisors and managers asap as we enter
2019.

Anyone joining this team will have an amazing opportunity to be part of something huge and
have an opportunity to have a huge career and personal financial success. Everyone in the team
gets ESOPS - in Satyen's (Founder) last company (Citrus pay) 15 people got more than a crore when
it was sold, and the office boy earned 50 lakhs!

Ideal candidate should have:

• Experience in managing a large portfolio of Customers & Assets
• Experience in the acquisition of new customers base
• Deep experience in selling to customers on a variety of wealth products
• An ability to think "customer first"
• Responsible for meeting sales targets
• A hunger to personally succeed in a bigger way than possible in a regular job

Look for profiles with:

· Experience in Wealth management & HNI Relationship management directly handling a large
book size
· Look for profiles from leading Wealth management or HNI Portfolio management firms (you
can also look at candidates from Securities background)
· Should have a passion for managing relationships and hunger to make it BIG
· Comfortable with Technology

Cube brings :

- Vibrant start-up culture which provides exponential learning & growth opp.
- Bonus/Incentive structure: best in the market
- ESOPs
- Best asset classes & advisors under one-roof

Resources:
Website: www.bankoncube.com
App Link: http://CubeWealth.app
Press Article: https://www.bankoncube.com/press-center.html