Wealth Advisor_Priority Wealth

FundsIndia; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

FundsIndia in Mumbai is seeking a Wealth Advisor (Priority Wealth) who will build and own a scalable book of business. You will combine branch banking experience with our digital wealth platform to deliver a seamless, phygital advisory experience.

You will manage a high-quality client portfolio, deepen relationships, and offer a broad set of products, from mutual funds to fixed income, with a focus on long-term wealth creation.

Qualifications

• 4–6 years of experience in Branch Banking or Wealth Management.
• Proven track record as a top performer with client relationships.
• Currently managing active AUM of ₹20–50 Crores.
• Willingness to grow into Private Wealth management.

Responsibilities

• Book building and portfolio management for mass-market and affluent clients.
• Deepen relationships leveraging FundsIndia platform.
• Utilize seed book to accelerate ramp-up.
• Provide portfolio advisory across mutual funds, equities, fixed income.
• Phygital engagement combining in-person meetings with digital tools.

Skills

Branch banking

Wealth management

Relationship building

Portfolio 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.