FundsIndia - Wealth Advisor

Job Description :

Role : Wealth Advisor (Priority Wealth)

About FundsIndia :

FundsIndia is Indias 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 wont 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 2050 Crores.

- Growth Mindset : Ambition to eventually transition into Private Wealth management.

Locations : Bangalore, Mumbai