Financial Coach (Client Acquisition and Portfolio Management)

MFA WEALTH PRIVATE LIMITED; Bengaluru, Delhi, Mumbai; On-site; INR 2,000,000 - 3,500,000; Full time

Job summary

MFA WEALTH PRIVATE LIMITED is seeking a Financial Coach to drive practice growth by acquiring HNI clients and managing goal-based investments. You will build relationships through networking, referrals, and alliances, while leveraging wealth management platforms for top-tier clients.

The role requires 6–10 years in wealth management with knowledge of funds, PMS, AIFs, and Insurance. NISM V-A certification is mandatory; CFP or NISM X-A/X-B are preferred. Multiple Indian cities are supported.

Qualifications

• 6 to 10 years of proven experience in HNI client acquisition and wealth management.
• Graduate / Postgraduate with NISM Series V-A certification (Mandatory).
• CFP or NISM Series X-A & X-B certifications are preferred.

Responsibilities

• Acquire and grow an HNI client base through networking, referrals and COI.
• Conduct life-centered financial planning and portfolio reviews for top-tier clients.
• Identify growth opportunities and build strategic alliances for referrals.
• Represent the brand at events and through presentations and public speaking.
• Leverage wealth management platforms and digital channels to engage clients.

Skills

HNI acquisition

Wealth management

Networking

Public speaking

Education

NISM Series V-A

CFP or NISM X-A & X-B

Job description

Location: Bangalore, Mumbai, Jaipur, Nagpur and New Delhi.

Role Overview

We are seeking an energetic and experienced Financial Coach to drive practice-level business growth. You will focus on acquiring HNI clients through networking, referrals, and strategic alliances while managing goal-based investment portfolios and deepening client relationships.

Key Responsibilities

• Client Acquisition: Develop and expand an HNI client base through strategic networking, referrals, and Centers of Influence (COI).
• Portfolio & Relationship Management: Conduct life-centered financial planning and periodic portfolio reviews for top-tier clients.
• Business Development: Identify growth opportunities, build new strategic business alliances, and leverage existing influential client networks for referrals.
• Brand Representation: Represent the organization at physical and online events, leveraging strong presentation and public speaking skills.
• Tech-Led Operations: Utilize internal wealth management technology platforms and digital/social channels to engage prospective and existing clients.

Desired Candidate Profile

• Experience: 6 to 10 years of proven experience in HNI client acquisition and wealth management within AMCs, Banks (Wealth), or Wealth Management firms.
• Product Knowledge: Strong understanding of financial markets and products including Mutual Funds, PMS, AIFs, and Insurance.
• Qualifications:
  • Graduate / Postgraduate in any discipline with NISM Series V-A certification (Mandatory).
  • CFP or NISM Series X-A & X-B certifications are preferred.