CASHe - Regional Manager - HNI Wealth Products

About CASHe:

CASHe is one of Indias leading AI-driven credit-led financial wellness platform that offers a full spectrum of consumer finance, insurance and investment products designed to help customers avail satchetised financial services and products at scale.

Since 2016, CASHe has been empowering the underserved sections of society by providing them easy and affordable access to credit that meets their unmet financial needs. It offers hassle-free loans to help people take control of their personal finances regardless of their credit score by utilizing its proprietary AI/ML-backed credit decisioning model called the Social Loan Quotient (SLQ).

Headquartered in Mumbai, CASHe has disbursed loans worth over Rs 12,000cr. to over 5 lakh customers. Starting as a personal loan app that has been downloaded over 22 million times, CASHe is now a full-fledged financial services platform that offers its customers bespoke credit, investments and insurance products.

CASHe, through its in-house wealth-tech arm, has also expanded significantly in the wealth management space and is looking to make major strides in the HNI Investments space via an array of customized and exclusive offerings.

• This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services.
• The role involves building strong relationships, providing financial advisory services, and ensuring exceptional service standards. The candidate must have experience in selling mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, and managing investment portfolios across multiple asset classes.

Key Responsibilities:

Client Acquisition & Management:

• Acquire, manage, and grow a portfolio of HNI clients with investments of 25 Lakhs and above individually.
• Build long-term relationships and ensure high client retention.
• Provide customized financial solutions based on clients' risk profiles and goals.
• Investment Advisory & Portfolio Management
• Advise clients on investment opportunities across asset classes, including NCDs, equity, and mutual funds.
• Stay updated on financial market trends and provide strategic insights.
• Work closely with research and product teams to recommend suitable investments.

Business Development & Growth:

• Track and engage the affluent and super-affluent client segments for new client acquisition.
• Conduct and participate in seminars, workshops, and networking events to drive business growth.

Required Qualifications & Experience:

• Experience: Minimum 2 years in HNI sales & relationship management from BFSI sector.
• Industry Background: Preferably from HNI Broking/PCG Desk of Stock Broking firms, Wealth Management, or Private Banking.
• Education: MBA/PGDM or Graduate (Finance/Marketing)

Job Locations:

• Gujarat-Ahmedabad, Valsad, Surat, Vapi, Jamnagar, Vadodara
• Maharashtra- Pune, Kolhapur, Nashik, Nagpur, Aurangabad, Amravati

Desired Skills & Competencies:

• Ability to inspire trust and confidence in HNI clients.
• Strong understanding of financial markets, investment products, and portfolio management.
• Excellent interpersonal, communication, and negotiation skills.
• Proven ability to acquire and manage high-value relationships independently.
• Strong analytical and research-driven decision-making capabilities.
• High perseverance, result-oriented approach, and willingness to engage in fieldwork.

Why Join CASHe?

• Opportunity to work with a fast-growing fintech leader.
• Exposure to premium HNI clientele and wealth management strategies.
• Performance-driven culture with high incentives for achievers.

If you are a passionate and self-driven professional with a strong network of HNI clients,

we invite you to be a part of CASHes dynamic wealth management team