Wealth Partner

Midas Fintech Solutions; Mumbai City; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Midas Fintech Solutions is seeking an experienced wealth professional to own and grow client relationships with an entrepreneurial mindset in Mumbai. You will act as a trusted advisor across financial products, delivering need-based guidance that aligns with client goals and risk profiles.

Responsibilities include driving growth through existing client relationships, leveraging your network for new opportunities, and ensuring compliant onboarding and servicing.

Qualifications

• Experience in wealth management or advisory roles.
• Strong client onboarding and portfolio review experience.
• Ability to prospect and expand client base.

Responsibilities

• Act as trusted advisor across financial products including investments, insurance, loans, and wealth solutions.
• Build and maintain long-term client relationships through transparent, need-based advice and regular engagement.
• Understand client goals and risk profiles, and recommend suitable solutions matching financial objectives.
• Coordinate onboarding and servicing with compliance and operations to ensure smooth delivery.

Skills

Client relationships

Financial advisory

Cross-selling

Communication skills

Job description

JOB OVERVIEW:

We are looking for an experienced wealth professional who has built strong client relationships and is now ready to take the next step taking ownership of their client relationships and driving growth with an entrepreneurial mindset. Someone who genuinely understands client needs, believes in recommending the right products, and wants to create lasting value If youve always been the go-to person for your clients financial needs this is your opportunity to build and grow your client base within a supportive and empowering environment.

KEY RESPONSIBILITIES:

Act as a trusted advisor to clients across all financial product categories including investments, insurance, loans, and wealth solutions. Build and maintain long-term client relationships through transparent, need-based advice, regular engagement, and periodic portfolio reviews. Understand client goals and risk profiles, and recommend solutions that align with their financial objectives ensuring 100% suitability and compliance in all advice. Leverage your existing network to generate new business opportunities and expand client coverage Coordinate with the operations and compliance teams to ensure smooth onboarding, documentation, and servicing with zero operational errors. Stay updated on market trends and new products to provide timely insights and proactive advice to clients.

• Currently working in the financial industry (banking, wealth management, or advisory role).
• Has a strong client base built on trust and consistent engagement.
• Passionate about creating long-term financial impact for clients.
• Entrepreneurial mindset confident in handling clients, while relying on our operational backing
• Excellent communication, client handling, and interpersonal skills