B2B Account Sales Growth Executive
WealthDesk is India’s pioneering B2B2C SaaS based Neo AMC platform on top of broking that powers advisory, broking, wealth management and portfolio management to retail investors at scale.
The platform captures the entire Investment/Asset management/Advisory value chain from portfolio creation on top of Equities and ETFs, productizing these into Investment Products called WealthBaskets and enabling large scale distribution through broking with strong network effects. WealthDesk is building a new investment product ecosystem in India beyond mutual funds which will drive the future of investing in India in capital markets.
We are looking for a driven B2B account sales & growth executive to join our team to onboard Registered Investment Advisors (RIA) and brokers on the WealthDesk platform.
● Research RIAs and equity stock brokers in India
● Reach out to RIA and equity stock brokers explaining how WealthDesk can help them scale their advisory and value broking business
● Do a demo of the platform and explain features and solutions specific to their problems and interest
● Close out commercial discussion and work with tech team to take the RIA/broker live on WealthDesk
● Responsible for growth targets (end user acquisition and WealthBasket subscriptions) on your accounts.
● With support from the technical team, be responsible for customer satisfaction numbers on your accounts
● Good understanding of Capital Markets, Equities, ETFs, Mutual Funds and also Broking Industry
● Graduate with 3+ years of experience in a sales/account manager role at a financial services firm
● Previous experience at a brokerage, MF distributor, or PMS preferred
● Good communication skills in English & Hindi.
Please send in your resume to firstname.lastname@example.org