Relationship Manager- Priority Wealth

FundsIndia; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

FundsIndia is seeking a Wealth Advisor (Priority Wealth) in Mumbai to build and own a growing book of business. The role bridges branch banking experience with a digital wealth engine, delivering a phygital advisory experience to mass-market and affluent clients.

The ideal candidate has 4–6 years in branch banking or wealth management, a stable work history, and a track record as a top performer. You will manage an active AUM of ₹20–50 Crores and aim to transition into Private Wealth.

Qualifications

• 4–6 years of solid experience in Branch Banking or Wealth Management.
• Proven track record of stability with deep client relationships.
• History of top performance or A-Grade status in current branch/region.
• Currently managing an active AUM of ₹20–50 Crores.

Responsibilities

• Book and manage a high-quality portfolio of mass-market and affluent clients.
• Deepen relationships leveraging FundsIndia platform for long-term advisory.
• Utilize the seed book allocated by FundsIndia to accelerate ramp-up.
• Provide broad portfolio advice across Mutual Funds, Equities, Fixed Income, etc.
• Combine in-person meetings with digital tools for a phygital advisory experience.

Skills

Relationship building

Book building

Portfolio advisory

Phygital engagement

AUM management

Branch banking

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.