Virtual Relationship Manager (Immediate Joiners)

Role: Virtual Relationship Manager (AM - Investments)

Department: Investments

Location: Andheri, Mumbai

Mode: Full Time (WFO)

Experience: 0 - 2 years

About Us:

InCred Money was launched in May 2023 with the acquisition of Orowealth, one of the pioneers of the digital wealth ecosystem and a leading investment platform with an AuM of ₹1,150+ Cr.

Under the InCred fold, InCred Money will have significant competitive advantages with access to a deep network of issuers and industry leading credit risk assessment capabilities. In addition to its fintech capabilities, InCred Money will also have the added advantage of the support of a large financial services organization. This will greatly help in the journey of making alternate assets easy, trustworthy, and lucrative for the end investor

Role Responsibilities:

A. Manage and enhance existing client relationships and source new clients through leads and referrals

B. Generate AUM into various investment products.

C. Adhere to regulatory and other compliance requirements

D. This is a PL based role which requires high levels of sincerity and dedication as wealth

management is built on long-term relationships with clients based on comfort and trust.

Qualification:

A. Candidate with a finance degree (MBA, CFP or any similar educational background)

B. Knowledge of investment products like Unlisted Equity, Bonds, Mutual Funds, FDs etc. is required

C. Experience in wealth management is preferred but not mandatory

D. Candidate should be comfortable in extensive interactions over phone calls/zoom meetings. Read more