Relationship Manager- Priority Wealth

FundsIndia; Bengaluru; On-site; INR 800,000 - 1,800,000; Full time

Job summary

FundsIndia, India’s leading digital-first wealth platform, invites experienced Wealth Advisors to join our Priority Wealth team in Bengaluru. You will build and own a book of business by blending branch banking insights with our phygital advisory model.

Key responsibilities include acquiring and managing a diverse client portfolio, deepening relationships, leveraging the seed book, and offering portfolio advice across mutual funds, equities, and fixed income.

Qualifications

• 4–6 years of experience in Branch Banking or Wealth Management.
• Proven track record of stability and top performance.
• Currently managing an active AUM of ₹20–50 Crores.
• Desire to transition into Private Wealth management.

Responsibilities

• Book building and management for mass-market and affluent clients.
• Relationship deepening using FundsIndia platform.
• Seed book utilization to accelerate ramp-up.
• Portfolio advisory across Mutual Funds, Equities, Fixed Income, etc.
• Phygital engagement combining in-person meetings with digital tools.

Skills

Branch Banking

Wealth Management

Relationship Building

Sales & Negotiation

Job description

Job Description: Wealth Advisor (Priority Wealth)

About FundsIndia

FundsIndia is India’s leading digital-first wealth platform. While our roots are digital, our future is deeply personal. We are expanding our D2C (Direct-to-Consumer) footprint by building an elite Wealth Advisor team. This team will bridge the gap between our robust technology and on-ground, high-touch financial advisory, creating a seamless \"Phygital\" experience for our clients.

The Opportunity

We are looking for banking professionals who are \"entrepreneurial WA\"—individuals who have mastered the art of relationship building within a branch banking environment and are now ready to scale their impact. At FundsIndia, you won’t just manage a desk; you will build and own a book of business with the backing of a premier digital wealth engine.

Key Responsibilities

• Book Building & Management: Acquire and manage a high-quality portfolio of mass‑market and affluent clients.
• Relationship Deepening: Leverage your existing network and the FundsIndia platform to build long-term, trust-based wealth relationships.
• Seed Book Utilization: Effectively manage and grow the \"seed book\" allocated by FundsIndia to accelerate your initial ramp-up.
• Portfolio Advisory: Offer a wide product suite (Mutual Funds, Equities, Fixed Income, etc.) to ensure long-term wealth creation for your clients.
• Phygital Engagement: Combine in-person meetings with our digital tools to provide a modern, efficient advisory experience.

Who We Are Looking For

We are seeking \"rockstar\" performers from the branch banking ecosystem who meet the following criteria:

• Experience: 4–6 years of solid experience in Branch Banking or Wealth Management.
• Stability: A proven track record of stability in your current organization with deep-rooted client relationships.
• Proven Performance: A history of being a consistent \"Top Performer\" or \"A-Grader\" in your current branch/region.
• Managed AUM: Currently managing an active AUM of ₹20–50 Crores.
• Growth Mindset: Ambition to eventually transition into Private Wealth management.