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Wealth Manager

Mid-Level: 4 to 6 years
14L - 20.3L (Per Year)
Posted on Sep 02 2022

About the Job


● Develop a client base of investors and manage relationships on a regular basis

● Work closely with internal and external stakeholders to establish HNI, advisory and

institutional channels

● Responsible for key account management and customer success specific to the

wealth clients of Leaf Round

● Maintain a log of client concerns or feedback and evaluating them for better success


● Develop new AUM as well as expand and deepen existing relationships to increase

overall AUM

● Achieve budgeted targets in terms of number of clients / volume of business & assets

● Cross-sell products and services to clients as per their lifestyle needs, and risk

requirements while keeping in mind their financial objectives

● Undertake strategic initiatives - partnering with other fintech startups, product

enhancement etc.

● Engage in multiple activities such as referrals, social networking, utilising social

platforms, attending conferences, and even cold-calling high-quality databases to

develop new client relationships

About the company

We are solving the problem of good quality and safe alternatives to existing investing and passive income options. We are a Bengaluru-based startup enabling people to buy, own and rent equipment to pre-vetted companies and earn monthly rentals. Our marketplace model connects potential investors with businesses requiring capex and our proprietary OS enables seamless transactions with transparenc ...Show More


Financial Services,Invest...

Company Size

11-50 Employees



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