Job Description
Role: Team Leader- TelecallerCompany: CoinDCXLocation: MumbaiThe CoinDCX journey: building tomorrow, todayAt CoinDCX, we believe CHANGE STARTS TOGETHER . You are the driving force that will help us makeWeb3 accessible to all.In the last six years, we have skyrocketed from being India s first crypto unicorn to carrying a communityof over 125 million with us. To continue maximising the adoption and acceleration of Web3, we are nowfocused on developing cutting-edge products, addressing accessibility and security challenges, andbridging the gap between people and Web3 technologies.While we go ahead and keep dominating the Web3 world, we would like to HODL you on our team! Joinour team of passionate innovators who are breaking barriers and building the future of Web3. Together,we will make the complex simple, the inaccessible accessible, and the impossible possible.Boost your innovation to an ALL TIME HIGH with us!Inside CoinDCX s Business and Strategic Alliances Team:Our Business and Strategic Alliances team drives innovation by forging key partnerships that enhance ourofferings and market reach. We thrive on collaboration and strategic thinking to create value for CoinDCXand our partners. If you re a visionary with a knack for building meaningful alliances, join us in driving thestrategic direction of digital finance.You need to be a HODLer of these: 2+ years of experience in Private Banking, Wealth Management, Financial Services orInvestment Advisory, preferably with a focus on HNI clients / Institutional business Key Accounts Management experience is essential Ability to thrive in a 0 to 1 business vertical with ambitious goals Understanding of crypto and blockchain is a plus Bachelors degree in Business Administration, Finance, Economics, or a related field with morethan 2 years of work experience.You will be mining through these tasks: Cultivate, manage, and expand relationships with HNI / UHNI clients / Family Offices /Institutional Investors, providing them with personalized investment solutions and services. Reviewing product penetration for the assigned users and deepen the existing relationships bycross-selling CoinDCX s products and services. Design customized investment portfolios based on each clients financial goals, objectives andrisk appetites. Ensure Implementation of these asset allocation strategies and investment plans. Maintaining relationships with the existing users through multiple channels like mailers and phonecalls and sharing knowledge with them on product updates, new listings, etc. Collaborate with internal teams, including compliance, operations and product to ensureseamless client support. Maintain an expertise in knowledge of financial markets, products & competitor offerings to assistin meaningful dialogue with clients Ensure 100% regulatory compliance.Are you the one? Our missing block You are knowledge-hungry when it comes to VDA and Web3, always eager to dive deeper andstay ahead in this evolving space. The world of Web3 and VDA excites you, fueling your curiosity and driving you to explore newopportunities within this dynamic landscape.
Job Classification
Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time
Contact Details:
Company: Coindcx
Location(s): Mumbai
Keyskills:
Mining
Business administration
Penetration
Financial markets
Wealth management
Investment advisory
Asset Allocation
Regulatory compliance
Strategic alliances
Financial services