Wealth Advisor_Priority Wealth

FundsIndia; Bengaluru; On-site; INR 1,000,000 - 1,600,000; Full time

Job summary

FundsIndia is hiring a Wealth Advisor to build and own a book of business in a phygital advisory model. You will acquire mass-market and affluent clients, deepen relationships, and offer a full suite of investments with in-person meetings supported by digital tools.

You should have 4–6 years in branch banking or wealth management, a track record as a top performer, and current AUM of ₹20–50 Crores. The role provides growth toward Private Wealth management within a premier digital wealth engine.

Qualifications

• 4-6 years of solid experience in Branch Banking or Wealth Management.
• Stable career with deep-rooted client relationships.
• Proven Top Performer or A-Grader in current branch/region.
• Currently managing an active AUM of ₹20-50 Crores.
• Ambition to transition into Private Wealth management.

Responsibilities

• Acquire and manage a high-quality portfolio of mass-market and affluent clients.
• Leverage existing network and FundsIndia platform to deepen wealth relationships.
• Manage and grow the seed book allocated by FundsIndia to accelerate ramp-up.
• Offer a full product suite (Mutual Funds, Equities, Fixed Income, etc.) for long-term wealth creation.
• Combine in-person meetings with digital tools to deliver a phygital advisory experience.

Skills

Relationship building

Portfolio advisory

Phygital engagement

AUM management

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.