WiseX Looking for Manager/Sr.ManagerB Investments at Bengaluru Full Time

About WiseX:

WiseX [formerly MYRE Capital; venture by Aurum Proptech] is one of India’s largest alternative investment platforms. Our platform curates institutional grade investment opportunities across a variety of risk-adjusted frameworks such as Structured Debt, Fractional Ownership, Securitised Debt Instruments, and PMS. We have facilitated more than 300+ Cr of investments over the last 3 years and are proud to maintain a 100% track record to date of distributions & returns to investors.

You can visit our platform on → www.aurumwisex.com

About the Role:

Be a part of the investment team that’s going to change the dynamics of investing in alternative investments in India.

You’ll be responsible for fulfilling the growth and fundraising initiatives for investment opportunities presented on the platform. We are looking for experienced investment professionals who can help us extend our B2B partner business territory and grow with us. This role demands candidates who can represent our brand, deliver the utmost quality to all our partners, and increase our market share.

Location: Bengaluru

Position: Manager/Senior Manager | B2B Investments

Preferred Industry: Investment Banking, FinTech, Financial Services, Commercial Real Estate, Wealth Management.

Product: Channel Sales (Distribution PMS/AIF and other high ticket investment products in Delhi NCR/Bangalore/ Mumbai)

Responsibilities:

– Support the company’s distribution initiatives and build relationships with key PMS /AIF and other large ticket investment product distributors pan India
– Increase market share & visibility amongst selected key distributors and manage new distributor empanelment
– Investor acquisition of INR 50 Lakhs – INR 5 Cr and above

– You will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region
– Ensure delivery of various MIS reports as per requirements
– Joint calls with distributor RM in a competitive market and assist them in documentation
– Channelize key market intelligence to the products & Investment team
– Liaise with investment team for investment ideas, distributor’s visits, concalls, etc
– Liaise with Operations & Customer Service team to provide seamless experience to customers
– Ensure investor onboarding with applicable KYC norms & other regulatory requirements.
– Manage Private Wealth, PMS and AIF fund related queries

What are we looking for?

– Candidates having an experience of at least 3 – 5 years in either Institutional Sales or Retail Sales (IFA/ND Channel), Wealth Management, AIF / PMS sales
– Proven track record in B2B Sales, especially in the financial services sector
– Strong understanding of PMS & AIF Business and processes
– Ability to devise innovative channel partner business campaigns
– Excellent communication skills (both written and verbal) and strong presentation skills
– Willing to work in an Individual contributor role
– Strong network of active IFA’s pan India

Academic Qualification:

– MBA with specialisation in Finance from a reputed college/university
– Bachelor’s in commerce (preferred)
– Active NISM V A certification (preferred)

What you can expect from us:

– High-energy start-up/Fintech environment

– Working closely with founders and senior leaders
– Opportunity to work & network with leading asset management companies and fund managers
– Outstanding Career Growth in Alternative Investment space
– Opportunity to complete industry specific certifications & other knowledge upgradation activities
– Competitive Compensation
– Work Life Balance
– Professional Development

▶️ Manager/Sr.ManagerB Investments
🖊️ WiseX
📍 Bengaluru