SBNRI
Location
Gurgaon | India
Job description
About SBNRI
SBNRI is first of its kind fintech platform for NRIs to invest, bank and avail taxation services under one umbrella. We are the largest digital NRI platform in India with monthly traction of 3 Lac+ NRIs . Founded by IIT/ IIM graduates, second-time entrepreneurs and backed by renowned VCs. Operating in a clear white-space, huge potential to create a globally renowned brand. We won the first ever Bank-tech event organized by Niti Aayog & GIFT City out of 250+ global participants in April 2022 and featured in several news platforms, Financial Express, Mint, Economic Times, Hindu & more. Job Description As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives, goals & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. Overall, we need a person who is motivated to create an impact for TG which is highly underserved. What is in there for you? Global exposure role As you grow in the organization, you will get to completely own certain geographies and would involve travelling to your focus geography once every quarter Opportunity to be a part of next big thing in Fintech industry Freedom to experiment on new ideas and technologies Opportunity to create a large-scale product-driven impact on an underserved TG Roles and Responsibilities Dialogue with our retail wealth users to understand their financial needs w.r.t. India Analyze clients' existing investments and provide strategic insights to users Activation of existing users by introducing wealth management products Analysis of financial products Meeting users and work with a team to deliver best experience to client Manage and train junior team members to help scale the platform Requirements The person who is passionate to disrupt NRI space should definitely apply. 2-6 years of relevant experience with a wealth management / bank / wealth-tech firm in a client facing role is a must (candidates with 2-6 years of experience only, will be considered) Understanding of various financial products – PMS, AIF, Mutual Funds, Bonds, Structured Products etc. with experience in at least one of these Experience with Wealth firms like - Anand Rathi, Nuvama, IIFL Wealth etc. would be an advantage Experience in NRI Wealth/ Investments space would be an advantage A product mindset - understanding of how processes can be digitized Proficiency in English, CRM, Excel and PPT Compensation Salary - Negotiable based on the candidate Exciting incentive structure Location – GurgaonJob tags
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