Investment Manager - Wealth Division

Location
Bangalore (Locality), Karnataka (IN)
Salary
upto 15LPa
Posted
12 Mar 2021
Closes
11 Apr 2021
Job Function
Wealth Management
Industry Sector
Fintech/Insurtech
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Masters

 

About the Company: 

 

BHIVE Investech is the newly formed Fintech startup in the BHIVE group. The company is looking to leverage technology making investing in Commercial Real Estate accessible to retail investors. The company is in the process of closing a $1mn funding round & looking forward to high growth over the next few years.

 

Role Summary : 

 

BHIVE Investech is looking to hire a highly motivated Sales Oriented Investment Relationship Manager for its Wealth Management division who can market and sell financial products and services to potential clients. This role is one of the earliest hires of this high potential startup with the opportunity to become part of the core team. 

 

We are looking for a talented Investment Relationship Manager with proven experience of onboarding and maintaining relationships with high value clientele. The goal for this position is to onboard and manage investors onto the Fractional Real Estate Platform.

 

Note: 

 

  • Please apply only if you have prior client handling experience with a reputed Wealth Management Firm.

     

    ESOPs may be applicable in future for this role based on performance.

     

Key Deliverables :

 

  • Market and sell BHIVE Investech financial products to potential clients.

     

    Explaining about BHIVE Investech Feature and benefits to the client.

     

    Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients. Building and maintaining your client base.

     

    Should be good at raising funds from and managing HNIs and Ultra High Net Worth clients for our retail product with minimum ticket size of INR 25 lakhs

     

    Should be capable of raising large amounts of funds for our Alternative Investment Fund (AIF) through Ultra High Net Worth Individuals, Family Offices and Private Equities

     

    Responsible for achieving targets as assigned by the organization on a monthly basis.

     

    Talking to clients to determine their investable surplus basis income, expenses, financial objectives, tax status, risk tolerance & other info needed to develop an investment plan.

     

    Answering client questions about BHIVE Investech plans, returns, tax implications and strategies.

     

    Handling different stages of client/ product life cycle - These stages can be KYC, reference data management, legal docs, portfolio reconciliation, document capture, system reconciliation, pre and post settlements etc.

     

    Advising strategies basis data analysis for clients in investment planning to help them reach financial objectives.

     

    Reviewing client accounts and plans on a regular basis to get additional sales and references.

     

    Preparing or interpreting financial document summaries, investment performance reports and income projections.

     

    Contacting clients regularly to discover changes in their financial status.

     

    Role could entail external interaction with agents/counterparties/clients to solve queries and discrepancies related to the process. This could be telephonic or through emails.

     

    Preparation of reports using MS Excel.

     

    Timely escalation of outstanding issues to clients. Provide regular updates to the immediate superior as an when required.

     

 

Desired skills & experience :

 

  • 2 to 8 Years Experience in Investment Relationship Management/Wealth Management in a client-facing role

     

    Excellent English communication - verbal and written

     

    Outstanding interpersonal skills with the ability to handle people

     

    Deal closing experience

     

    Highly organized, detail-oriented professional with excellent follow up skills

     

    Flexible to travel to various locations across Bangalore if required. Valid driver’s license

     

    Strong business acumen with a great work ethic

     

    Excellent analytical and logical skills

     

    Experience providing quality financial advice

     

    Knowledge of mutual funds, equity and investment industries.

     

    Proficient in Word, Excel and PowerPoint

     

    The candidate should be able to come to office everyday and be willing to work on weekends as well whenever required

     

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