Wealth Manager

at Finpeg

Wealth Manager

Finpeg

Company

Home

Wealth Manager

at Finpeg

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 shubham@finpeg.com 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.

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.

Users love Cutshort

Read about what our users have to say about finding their next opportunity on Cutshort.

Shubham Vishwakarma

Full Stack Developer - Averlon

I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.

Companies hiring on Cutshort

About Finpeg

Founded :

2016

Type :

Products & Services

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

NEAM CAPS PRIVATE LIMITED

Connect

Company social profiles

Similar jobs

Data Analytics - Datorama

My Client is the world’s largest media investment company.

Agency job

via Merito by Jinita Sumaria

Gurugram

5 - 10 yrs

Best in industry

Data Analytics

Data Visualization

PowerBI

Tableau

Qlikview

+4 more

The Client is the world’s largest media investment company. Our team of experts support clients in programmatic, social, paid search, analytics, technology, organic search, affiliate marketing, e-commerce and across traditional channels.

Responsibilities of the role:

· Manage extraction of data sets from multiple marketing/database platforms and perform hygiene and quality control steps, either via Datorama or in partnership with Neo Technology team. Data sources will include: web analytic tools, media analytics, customer databases, social listening tools, search tools, syndicated data, research & survey tools, etc…

· Implement and manage data system architecture

· Audit and manage data taxonomy/classifications from multiple systems and partners

· Manage the extraction, loading, and transformation of multiple data sets

· Cleanse all data and metrics; perform override updates where necessary

· Execute all business rules according to requirements · Identify and implement opportunities for efficiency throughout the process

· Manage and execute thorough QA process and ensure quality and accuracy of all data and reporting deliverables

· Manipulate and analyze “big” data sets synthesized from a variety of sources, including media platforms and marketing automation tools

· Generate and manage all data visualizations and ensure data is presented accurately and is visually pleasing

· Assist analytics team in running numerous insights reports as needed

· Help maintain a performance platform and provide insights and ongoing recommendations around.

Requirements :

· 5+ years’ experience in an analytics position working with large amounts of data

· Hands-on experience working with data visualization tools such as Datorama, Tableau, or PowerBI

· Additional desirable skills include tag management experience, application coding experience, statistics background

· Digital media experience background preferred, including knowledge of Doubleclick and web analytics tools

· Excellent communication skills

· Experience with HTML, CSS, Javascript a plus