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Wealth management Jobs in Kochi (Cochin)

2+ Wealth management Jobs in Kochi (Cochin) | Wealth management Job openings in Kochi (Cochin)

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Talent Pro
Mayank choudhary
Posted by Mayank choudhary
Bengaluru (Bangalore), Chennai, Kochi (Cochin)
15 - 25 yrs
₹30L - ₹45L / yr
Wealth management
Must be from South India namely Bengaluru, Chennai, Kochi
Knowledge of Capital Markets + Third-party investment products like Mutual...
Must have good existing HNI / Ultra HNI client relationships...
Must have handled an average client net worth of 4Cr...
+1 more

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  • Must be from South India namely Bengaluru, Chennai, Kochi
  • Proficiency in economics, accounting, financial statements and/or statistics
  • Understanding of financial risk management strategies
  • Knowledge of Capital Markets + Third-party investment products like Mutual Funds, PE, Bonds, PMS, AIF and Structured products Very strong communication & presentation skills.
  • Must have good existing HNI / Ultra HNI client relationships in the market. - Must be a self-starter, proactive passionate & target oriented.
  • Must possess strong networking & relationship building skills.
  • Must be able to transfer his existing clients to Incred from his old company
  • Must have handled an average client net worth of 4Cr to 5 Cr
  • Should come with a team of 5, AUM of 100Cr & above


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Torre Capital

at Torre Capital

4 recruiters
Torre capital
Posted by Torre capital
Remote, Mumbai, Navi Mumbai, Pune, Bengaluru (Bangalore), Kochi (Cochin), Hyderabad, Visakhapatnam, Kolkata, NCR (Delhi | Gurgaon | Noida), Chennai, Surat, Rajkot, Ahmedabad, Chandigarh, Jaipur
2 - 7 yrs
Best in industry
Financial services
Financial services sales
Wealth Manager
Sales
Private equity
+4 more

About the Company:
Torre Capital (https://www.torre.capital/) is a VC funded Singapore based Financial Technology company and a Registered Fund Manager in Singapore. We are creating a fully digital Wealth-Tech to connect family offices and HNI investors with global opportunities, including alternative assets like Private Equity, Venture Capital, Real Estate Funds, and Hedge Funds. We also offer our investors the ability to invest in high-quality global growth startups, private debt opportunities, and other liquid opportunities (Equity baskets, structured products, etc.). Our team comprises of ex-Mckinsey consultants, Asset management veterans, and Digital experts. We are backed by prestigious VC firms and a network of angels and industry leaders.

Role:

Digital Sales Manager with experience in Financial Services Sales in that particular city. Role reports to Sr. Wealth Manager / Sr. Digital Wealth Manager. 

 

Experience:

Candidates  with experience Fintech Space / B2B sales-digital sales in large Tech Startups and with existing network of HNIs 

Location:

Mumbai / Ahmedabad/ Bangalore/ Kolkata / Chennai/ Hyderabad / Pune / Jaipur / Surat / Rajkot/ Gurgaon / Noida / Chandigarh / Kochi (Cochin) / Vizag


Role Description:

  • You work with the City’s biggest family offices and HNIs to onboard and activate them as our investors.
  • Leading our outreach initiative, developing relations with new partners and building firm commitments for collaboration
  • Negotiating attractive partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy.
  • Maintaining and deepening relationships with existing partners.
  • Conceptualizing and leading initiatives that give way to potential new revenue channels.
  • Developing metrics to measure ROI from the synergies forged.
  • Liaising with cross functional teams to create successful outcomes for both the business and its partners.

 

Qualifications:

  • You have a Masters in Business Administration or related discipline from a top tier college or university
  • You have at least 2- 5 years experience within a strategic engagements, partnerships & alliances, B2B account management or similar roles.
  • You are aware of & are intersted  in the FinTech ecosystem.
  • You possess excellent interpersonal as well as written and verbal communication skills.
  • You have a proven track record of meeting/exceeding your targets in your previous roles.
  • You have a strong experience within consultative sales and possess the ability to prospect and manage senior level relationships.

 

What We Offer:
To start with, what we give is a market sustenance compensation and no benefits. If you continue post the first 6 months, we offer a market comp AND performance linked bonus. We firmly believe in the partnership model and any success will be equitably shared. What is on the plate is an entrepreneurial opportunity to build a fintech from scratch, an independent environment where everyone is a co-owner, and a strong team of equally talented individuals. Folks looking for a large paycheck on Day 1 kindly excuse.

 

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