Sr. / Manager - HNI
CoinSwitch
About Coinswitch
CoinSwitch breaks down the complexities in Crypto, empowering the everyday Indian to make informed investment decisions on a simple and trusted platform. When we started up, Crypto was a field reserved for specialists. Today, over 20 million users trust CoinSwitch to learn, purchase and invest in Crypto. That makes us India’s largest crypto app.
On CoinSwitch, users can invest in Crypto with a few simple taps, either as a one-time purchase or in regular intervals through an SIP. But simplicity is not a substitute for informed decisions. A CoinSwitch user spends 27 minutes on our app—to learn about Crypto and Web3 through our educational content and understand the market sentiments through CRE8, the Crypto Rupee Index.
But we are just getting started. CoinSwitch not only plans to double down on making Crypto accessible to everyone but is on track to become the one-stop wealth-tech destination for every Indian.For more information about CoinSwitch, find additional resources here: https://linktr.ee/coinswitchcareers
- Build and manage an exclusive portfolio of HNI, UHNI, family office, and institutional clients, serving as their trusted advisor in digital assets.
- Understand client objectives and design customized investment strategies across crypto and digital assets.
- Leverage CoinSwitch Alpha’s research, strategies to deliver differentiated opportunities.
- Build impactful relationships with ecosystem partners and institutions to expand client opportunities.
- Work closely with research, strategy, and partnerships teams to deliver seamless client outcomes.
- Drive client satisfaction, portfolio growth, and ensure long-term relationship value.
- 8–12 years of experience in wealth management, private banking, or investment advisory.
- Strong knowledge of financial markets, portfolio management, and emerging asset classes.
- Proven track record in managing and growing HNI, UHNI, and institutional relationships.
Life at CoinSwitch
We take great pride in what we do, and are committed to our mission. And we have a lot of fun while at it!
Here’s how we do things at CoinSwitch:
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Customer-first: That’s the North Star. Everything we do is to make our users’ investment experience better and simplified.
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Ownership: We don’t sport lab coats, but we experiment—a lot. And we take ownership. We even have a catchphrase for this: Think big, fail fast, and build better.
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Data-driven: The source of truth. Simple as that.
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Fun: PS5, anyone? Or do you prefer Foosball? Or perhaps Carrom? And yes, our HR team has a whole list of activities: Disco nights, off-sites, gift boxes, and more!
Speaking of lists, the perks and benefits are so extensive, this space isn’t enough. Here are a few:
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Parenthood: Up to 8 months of Maternity leave and 1 month of Paternity leave
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Gender Reassignment Surgery: Be the best version of you! We’ll support you and reimburse your medical bill.
Disclaimer: We are an equal opportunity employer committed to building a respectful and empowering work environment for all people to freely express themselves amongst colleagues who embrace diversity in all respects. Including fresh voices and unique points of view in all aspects of our business not only creates an environment where we can all grow and thrive but also increases our potential to produce work that better represents—and resonates with—the world around us.