Cutshort logo
Finpeg logo
Wealth Manager
Wealth Manager
Finpeg's logo

Wealth Manager

NEAM CAPS PRIVATE LIMITED's profile picture
Posted by NEAM CAPS PRIVATE LIMITED
0 - 2 yrs
₹3L - ₹4L / yr
Mumbai, Manohar Thana
Skills
Communication Skills
Sales
Consultative Selling
good with numbers
Finance
Job Description This is an opportunity to be part of a team that has built India's first and perhaps the only robo-advisory investment platform. Our platform brings the power of Machine Learning Algorithms to wealth management. And this role gives you the opportunity to be the face of these algorithms for the rest of the world! It's a challenging and yet a super exciting role. You will be building your own client base by selling our wealth solutions. It will be challenging because the learning curve will be steep. Within six months of joining, you will know the ins and outs of the wealth management practices. In fact, you will be better than the wealth managers working for those big fancy banks. Just ask our existing bunch of wealth managers! It will be exciting because you will be selling wealth solutions that is currently not being offered by anyone else in India. You will be part of a team that is changing the paradigm of wealth management industry in the country. And not just a “part”, but one of the leading faces of it. Anyone looking to build a long and a successful career in the Investment Banking space, this role is for you. What are we looking for: • Young bright individuals with entrepreneurial zeal. • Prior experience in wealth management/investment advisory is a bonus but not really required. • A decent aptitude for numbers. No, we don’t expect you to be a Ramanujan but just someone who is not scared of numbers. • Talking to people should excite you • Relatively good communication and language skills. End of the day, you will be talking and communicating a lot. What this job offers: Apart from a market salary of INR 3 lac to 4.2 lac pa, there are 3 other big components that should really excite you: 1. A very lucrative incentive structure linked to your performance. Just ask around about the bonuses in the wealth management industry! 2. But what should excite you more is a fairly gracious amount of ESOP that this role will offer. This will allow you to own shares in the fastest growing (and funded) robo-adviosry platform in India. 3. And perhaps what should excite you the most is the amount of learning that this role entails. As already stated, you will be better than most experienced wealth managers in big fancy banks. That’s our promise! Important rule for applying: The most important rule is that you have read the above JD and are excited about this opportunity. Therefore, along with the normal application, you must drop in a mail to [email protected] with a brief cover letter that mentions the following: 1. Your background 2. Why do you think you are suitable for this role? 3. What excited you about this role? Applications without this cover letter will not be accepted. What We're Building India’s investment advisory landscape is saturated with players that claim to be doing robo-advisory, but what they all essentially do is to help customers set up SIPs in top rated funds. Instead what Finpeg brings to table is NOT SIPs, but a set of cutting edge investment strategies, tailored to address unique requirements of each investor. For e.g. SIPs have no relevance for a retired person who has received a one-time influx of retirals and is looking to generate the highest possible monthly income from his retiral proceeds. Finpeg’s cutting edge monthly income algorithm helps such customers generate a steady monthly cash flow that’s up to 75% higher than what bank FDs yield. It’s thanks for such unique algorithms that we are today growing at a pace unheard of in the industry. Finpeg crossed an AUM (Asset under Management) of Rs. 75 crores within just 30 months of going live, making us the fastest investment advisory startup in the country to cross this milestone.
Read more
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
Companies hiring on Cutshort
companies logos

About Finpeg

Founded :
2016
Type
Size :
20-100
Stage :
Raised funding
About
Finpeg, India's most advanced robo-advisory platform helps you invest in the best mutual funds investment in India. We help you identify the best mutual funds to invest in India & provide cutting-edge investment strategies
Read more
Connect with the team
Profile picture
NEAM CAPS PRIVATE LIMITED
Company social profiles
bloglinkedintwitterfacebook

Similar jobs

Artistic Bird Tech Pvt Ltd
Jyoti Mishra
Posted by Jyoti Mishra
Delhi, Rajouri Garden, 110027
1 - 3 yrs
₹3L - ₹7L / yr
Communication Skills
IT service management
Sales management

At Artistic Bird Tech Pvt. Ltd., we are seeking a determined and compassionate IT Sales Executive to play a vital role in advancing our company's growth. The responsibilities of this role include identifying and retaining clients, motivating existing clients to explore additional products or features, and staying updated on evolving consumer trends. Additionally, you will be tasked with enhancing the skills of our team members through consistent training and mentorship.

Read more
noida sector 59
0 - 10 yrs
₹1L - ₹10L / yr
Sales
Inside Sales

We are currently looking for "Business Development Executive" for US IT staffing for our branch office in Noida. 

 


Location:

Head Field Solutions Pvt. Ltd

B-8, Sector 59 (Noida)

 


Job Profile:


It is a sales position responsible for developing, maintaining, and growing business within the IT/Engineering niche.

Activities include client development, meeting sales objectives, obtaining requisitions/job orders, building relationships, penetrating client accounts and ensuring delivery.

 

Roles & Responsibilities:

 

·        The primary focus is to bring new business from new and existing clients.

·        Define and develop lead generation strategies and marketing plans for new accounts & to further penetrate existing accounts.

·         Maintains an ongoing relationship with prospective clients, continuously assessing and communicating how Head Field as a Staffing Solutions can meet their needs.

·        Negotiates contractual terms and conditions for employment services, and works with the operations and recruiting teams to ensure smooth handoffs.

·        The candidate should:

§ Work on getting Contract Staffing requirements from direct clients /Tier-1 Vendors and closing open positions.

§ Cold calling and Market research to locate the potential Vendors/Clients.

§ Should provide timely feedback to the management regarding performance, activity reports and account strategy concerns. 

§ Expertise generating new business for IT Staff Augmentation Services.

§ Excellent interpersonal, rapport-building and negotiation skills.

§ Expert in Delivery Management / Client Servicing.

 

 

 

 

 

Desired candidates profile:


The candidate must possess a proven ability to prospect, develop business and build relationships.

·        0-3 years of experience as BDE/BDM in US Staffing.

·        In addition, they must demonstrate a strong customer focus and personal leadership and solid negotiation and presentation skills.

·        Individuals experienced in sales and account management who are persistence and have a strong drive to win over new clients and build new business are the best fit.

 

Benefits:

 

·        Employee friendly Corporate Work culture 

·        Excellent Salary structure

·        Timings are fixed (6:30 pm to 3:30 am) with Saturday and Sunday Off

·        Best in class infrastructure 

·         In-House Meals are available.

·        Strong recognition for our employees, giving them excellent career path.

 

­­­­­­­­­­­­­­­­­­­­­­­­­­­­

 

Company Website links:

www.headfield.com 

www.glocalrpo.com

Read more
My Indo Traveloutsav Pvt Ltd
Mohit Singh
Posted by Mohit Singh
Goa
2 - 7 yrs
₹2L - ₹4L / yr
Business Development
Sales
Communication Skills
1) Discover sales prospects and contact them with other accounts as assigned; Catch new opportunities, special developments for products and services, collect information as well as feedback and then coordinate with proper staff of the company. 2) Advertise and sell products and services of the company to current and perspective customers; 3) Make action plans and schedules to discover certain goals and to make a list of necessary contacts; 4) Follow up on new leads and referrals stemming from field activity; 5) Make preparations of presentations, proposals and sales contracts; 6) Arrange a number of status reports, for example activities, closings, follow-up and adherence to goals; 7) Establish and maintain materials relating to sales; 8) Develop and maintain relationships with current and potential customers. 9) Take part in events to market the products such as seminars, trade shows, and telemarketing events. 10) Deal with complaints from customers, Discover and handle concerns from customers
Read more
Onemoney
Mumbai, Bengaluru (Bangalore), Chennai, Pune, Delhi, Gurugram, Noida, Ghaziabad, Faridabad, Hyderabad
3 - 12 yrs
₹11L - ₹25L / yr
Communication Skills
Solution selling
Organizational skills
Decision-making
Customer Relationship Management (CRM)
+5 more
  • Play an integral role in new business pitches and hold responsibility for the effective on-boarding of new clients and operate as the lead point of contact for any and all matters specific to your customers
  • Develop a trusted advisory relationship with key accounts, customer stakeholders and executive sponsors
  • Provide strategic pre sales support for sales activities including needs analysis, data review, product demonstrations and other general sales support
  • Mine the existing accounts for new business possibilities and utilizing available resources to drive account retention and growth
  • Proactively assess, clarify, and validate customer needs on an ongoing basis and document as SOW
  • Work cross-functionally with business development, marketing, product, technology and finance teams to ensure the timely and successful delivery of the solutions per to customer needs 
  • Analyze latest marketing trends using CRM and analytics tools and tracking industry activities and providing valuable inputs for fine-tuning marketing strategies.
Read more
Financepeer
at Financepeer
3 recruiters
Nimisha Jain
Posted by Nimisha Jain
Mumbai
1 - 5 yrs
₹4L - ₹10L / yr
Business Development
Client Servicing
Sales
Presales
Salesforce
Brief about the company: Financepeer is an AI based peer to peer lending platform. As a P2P lending and borrowing platform, Financepeer partners with Education Institutions and support the students studying at these institutes for fee funding option i.e. EMI facility. Also, Institute gets their 100% fee amount upfront directly into their account. Individual lender/NBFC would come on the platform and invest in these borrowers. Job Overview: We are looking for an experienced person in Education sector who has got the contacts/reach in the segment of Schools, Colleges and Tuition Classes. Preference would be given to candidates who have an experience in Education sector. Roles and Responsibilities: • New Client Acquisition & Business Development ; Tapping new Education Institutes (Schools, Colleges, Classes, etc.) and close the deal • Build and handle collaborations with new Education Institutes • Relationship Building with these Institutes • Maintaining relationships with key people in the education industry and liasioning with relevant colleges/institutes • After onboarding new Schools and Classes ; Training the counsellors about the Financepeer product • Understand the product to negotiate the financial model • Develop and update strategies to build partnerships with Education Institutions • Creating product awareness across all institutes • Act as a bridge between the company and its current market and future markets. • Possess excellent team building and people management abilities • Good Communication Skills • Coordination with Sales, Operation and Technology team for smooth processing • Work in a structured and organized manner • Must have his/her weekly agenda • Reporting daily appointments to the CEO Compensation: • As per industry standards Qualifications and Skills: • CA/Engineer/Lawyer/MBA-Finance and Marketing • Graduates and Post Graduates • Min 2 years of Experience in relevant industry • Thorough knowledge of Microsoft PowerPoint, Word and Excel
Read more
Bengaluru (Bangalore)
3 - 8 yrs
₹10L - ₹15L / yr
Business Development
Sales
Enterprise Resource Planning (ERP)
SaaS
Oracle Cloud
+1 more
Responsibilities:
- Rain-maker who understands the challenges faced by the customer and how Salesforce
Customer Success Platform can help
- Identifying and creating new qualified sales opportunities from leads from India-based
customers.
- Achieving monthly quota of qualified opportunities.
- Engaging with customers via telephone and email to analyze their needs.
- Profiling the account and overcoming prospect objections to generate quality opportunities for the Account Executive team.
- Collaborating with Marketing and sales on lead quality and conversion.
- As this is the first point of contact with the customers, conduct business dealings in a
professional and proactive manner.
- Become a trusted resource for internal and external contacts.
- “Multi-channel” follow-up – help uncover new deals and nurture existing opportunities.
- Maintaining active communication with leads by sending monthly targeted materials.
Required Skills/Experience:
- Bachelor’s Degree.
- Fluency in English required.
- 3-6 years of business experience (software sales a plus).
- Team player and ability to work in a high energy sales environment.
- Excellent communication skills – verbal and written.
- Highly motivated and ambitious.
- Strong desire to work in sales.
- Passion to grow into a sales role.
Read more
Rao IIT Academy
at Rao IIT Academy
2 recruiters
Deepa Das
Posted by Deepa Das
Andheri, Mumbai
0 - 2 yrs
₹1L - ₹3L / yr
Telesales
Business Development
Sales
Inside Sales
Lead Generation
Rao IIT Academy Dear Candidate, Kindly find the Jd for the post of Tele caller in our own org. Job Location -Andheri East Chandivali Week off-Rotaional Off Fix shift-9am to 6pm Attractive Incentives for good performer Job Desciption. • To make outgoing calls to people. • To inform them about new products and services. • sell the products and services to people. • To listen to objections and handle them effectively. • To generate more leads from the people outcalled. • To enter the details of every interaction in the system. Company Profile: Rao IIT Academy Rao IIT Academy has been established at Kota by a Research Scientist, a Technocrat - turned - outstanding teacher Dr. B.V. Rao, M.SC., M.S.(IIT Madras), Ph.D.(IIT Delhi) who has carved the careers of thousands of students for over two decades by enabling them to take berth in various IITs so far and has proved to be an undisputed leader in the field of education. Rested on the strong pillars of commitment, excellence, perfection and innovation that are depicted by the four wings in the logo of the Institute, he has laid a strong foundation of the Rao IIT Academy. The Institute is the enlargement of his vision to further display the best of his teaching ability and rich experience to strive and enable his students to make their cherished dreams a breathtaking reality and shape the destiny of students as IITians.
Read more
Bengaluru (Bangalore)
3 - 7 yrs
₹3L - ₹7L / yr
Business Development
Sales
New business development
Person will be responsible for driving overall revenue & growth across B2C & B2B channels Individuals passionate about healthcare and changing the face of it in India Understanding of growth channels - e.g. digital marketing, brand marketing, BTL/ATL activation. Some experience in driving B2B sale/tie-ups will be a plus Own & drive timely execution of all growth initiatives & daily sales operations - e.g. store-front/sale-events management, pricing, digital marketing, brand marketing, BTL/ATL activation, B2B corporate/insurance tie-ups Ability to work with various cross-functional stakeholders & steer group towards common objective/goal High on ownership - End-to-end program management across all initiatives for timely execution Ability to derive deep insights based on data analytics & regular customer connects Required skill: Minimum 4 yrs of work-experience post MBA Presence of mind, at all times. While it may sound relatively easy and an omnipresent quality, a combination of situational awareness and an ability to proactively address concerns & anticipate issues Great interpersonal skills and Growth-mindset attitude Excellent verbal communication and writing skills
Read more
Airstacks Networks Private Limited
Rishi Hisariya
Posted by Rishi Hisariya
Pune
1 - 6 yrs
₹2L - ₹4L / yr
Business Development
Sales
Field Sales
Telesales
Airstacks Networks is a full stack public Wi-Fi solution which provides mobile internet and other hotspot management solutions which are used at Cafes/Restaurants/Buses/Public street/Hospitals/Stadiums/Smart Cities. Redefining public Wi-Fi with next generation feature set like:  Free internet access for every user  User Authentication over network  User based Time Restriction  User based Bandwidth Restriction  Innovative platform for Marketing Campaigns  User status monitoring over network  Online behaviour analysis over network Do you have what it takes to bring the change in world by bringing free internet for everyone?
Read more
Indus B2C Global Private Limited
Tushar Kansal
Posted by Tushar Kansal
NCR (Delhi | Gurgaon | Noida)
3 - 7 yrs
₹2L - ₹6L / yr
Client Management
Business Development
Sales
Presales
Salesforce
Vithi.com is the global online MegaMart of IndusB2C.com. We consistently strive to bring in upcoming products to cater to all needs from around the world. A one stop online platform offering popular products. “Vithi” means “Marketplace” in Sanskrit language, the oldest language known to Humankind. Vithi is operated by Indus B2C Pvt Ltd. (Formerly KITES Pvt Ltd.), established in 1995. The Indus B2C journey has set new standards for customer delight every passing day. It operates following verticals: Export B2B, E-Commerce and Online Astrology. Why Vithi? Vithi brings together the best of products from world-wide to consumers across the world. SHIPPING TO • 170+ COUNTRIES Our online store boasts of a collection of over 50,000 products, which can be shipped right to your doorstep, wherever you are in the world, with over delivery network shipping to over 200 countries. At Vithi, a mounting priority of ours is to give the customers a wholesome online shopping experience, which is ensured by a swift and Secure Shopping experience. It is always followed by a fully insured delivery process with a Hassle-Free Return and Refund policy.
Read more
Why apply to jobs via Cutshort
people_solving_puzzle
Personalized job matches
Stop wasting time. Get matched with jobs that meet your skills, aspirations and preferences.
people_verifying_people
Verified hiring teams
See actual hiring teams, find common social connections or connect with them directly. No 3rd party agencies here.
ai_chip
Move faster with AI
We use AI to get you faster responses, recommendations and unmatched user experience.
21,01,133
Matches delivered
37,12,187
Network size
15,000
Companies hiring
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo
Get to hear about interesting companies hiring right now
Company logo
Company logo
Company logo
Company logo
Company logo
Linkedin iconFollow Cutshort
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
Companies hiring on Cutshort
companies logos