Senior Financial Advisor

Enrichwise Financial Services Pvt Ltd; Thane; On-site; INR 1,000,000 - 1,800,000; Full time

Benefits offered by this job

Attractive incentives for new AUM

Growth opportunities leading to Head of Advisory

Job summary

Enrichwise Financial Services Pvt Ltd is seeking a Senior Financial Advisor in Thane, Maharashtra. You will engage with new HNI clients, focusing on building trust and converting inbound prospects into structured financial frameworks.

The ideal candidate has 5–10 years of experience in Wealth Management and is certified as a Mutual Fund Distributor. The role includes high potential for career growth to Head of Advisory, with a client-first culture and access to a strong inbound HNI pipeline.

Qualifications

• 5–10 years of experience in Wealth Management / Private Banking / HNI Advisory.
• Experience managing ₹5Cr+ portfolios and closing ₹50L–₹1Cr+ investments.
• Prior experience with Banks (HDFC, ICICI, Kotak, Axis), AMCs, or Wealth Firms preferred.

Responsibilities

• Engage inbound HNI/upper-middle-class prospects.
• Build trust and convert prospects quickly.
• Conduct portfolio reviews and recommend asset allocation strategies.
• Collaborate with Associates and CRMs for onboarding.

Skills

Excellent communication in English

Ability to win trust quickly

Consultative mindset

Storytelling with financial concepts

Education

NISM Series 5A (Mutual Fund Distributor Certification)

IRDA certification

CA / CFA (Level 1) / CFP / MBA (Finance)

Tools

Zoho CRM

Job description

Enrichwise Financial Services has spent 25+ years helping HNIs & families build wealth through proprietary frameworks such as JBP, PRAG, RetireMax, Old Money/New Money, and more. With 7,000+ clients and a strong inbound HNI pipeline, we’re scaling our Advisory Team.

• Openings: 2
• Experience: 5–10 years in Wealth Management / Private Banking / HNI Advisory
• Location: Thane West, Hiranandani Estate (Preference for nearby candidates)

Role Overview

As a Senior Financial Advisor, you will be the face of Enrichwise for new HNI clients.

Your core responsibility is building trust quickly, converting inbound HNI prospects, and guiding them into structured financial frameworks.

You’ll work with Associates (for intake) and CRMs (for servicing) but the role is conversion‑first with scope to grow into Head of Advisory.

Key Responsibilities

• Engage inbound HNI/upper‑middle‑class prospects (₹50L–₹1Cr+ ticket size).
• Profile clients (Age, Income, Assets, Liabilities, Investments, Goals).
• Build trust and convert prospects within short decision cycles.
• Handle objections (DIY investing, PMS, direct MF) with clarity.
• Conduct portfolio reviews & recommend asset allocation strategies.
• Collaborate with Associates & CRMs for smooth onboarding.
• Train junior team members via call shadowing & best practices.
• Maintain discipline with Zoho CRM & compliance requirements.
• Mandatory: NISM Series 5A (Mutual Fund Distributor Certification).
• Preferred: IRDA, CA / CFA (Level 1) / CFP / MBA (Finance).
• Prior experience with Banks (HDFC, ICICI, Kotak, Axis), AMCs, or Wealth Firms (IIFL, Edelweiss, Anand Rathi, Motilal Oswal) preferred.
• Proven ability to manage ₹5Cr+ portfolios and close ₹50L–₹1Cr+ investments.

Skills We Value

• Excellent communication in English + Hindi/regional languages
• Ability to win trust within minutes
• Consultative mindset (framework over product push)
• Storytelling with financial concepts

Compensation & Growth

• Fixed Salary: ₹10–18L (depending on experience)
• Incentives: Attractive % of new AUM brought in
• Growth Path: Head of Advisory opportunity

Why Join Us?

• Client‑first culture (education over product push)
• Access to strong inbound HNI pipeline (no cold calling)
• Work directly with the Founder & leadership team
• Freedom to build your own trusted client base
• Pathway to lead Enrichwise’s Advisory division