Wealth Advisor

Wealth India Financial Services; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Wealth India Financial Services seeks an experienced wealth advisor to build and manage a growing client base in Mumbai. You will leverage FundsIndia to deepen relationships, grow a seed book, and offer a broad range of investment products for long-term wealth creation.

The role emphasizes balancing in-person meetings with digital tools to deliver a modern, efficient advisory experience, with a track record of stability and performance in prior roles.

Qualifications

• Experience: 3 to 8 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 to 50 Crores.
• Growth Mindset: Ambition to eventually transition into Private Wealth management.

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.

Job description

Role & 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.

Preferred candidate profile

• Experience: 3 to 8 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 to 50 Crores.
• Growth Mindset: Ambition to eventually transition into Private Wealth management.