Website:
enrichwise.com
Job details:
At Enrichwise Financial Services, we’ve spent 25+ years helping HNIs and families build wealth through our proprietary financial frameworks — JBP, PRAG, RetireMax, Old Money/New Money, and more.
With 7,000+ clients and a growing pipeline of HNI prospects, we’re expanding our Advisory Team and looking for enthusiastic, client-focused professionals who want to build a career in wealth management and financial advisory.
Openings: 5
Experience: 1–2 years in Wealth Management / Financial Advisory / Banking / Mutual Funds
Location: Thane West, Hiranandani Estate & Navi Mumbai
Role Overview
As a Junior Financial Advisor, you will work closely with senior advisors to understand client financial needs, support portfolio assessments, and help prospective clients discover structured wealth management solutions.
You will interact with inbound prospects, assist in financial profiling, participate in client discussions, and gradually develop the skills required to independently manage client relationships and convert prospects into long-term clients.
This role is ideal for someone with a strong interest in personal finance, excellent communication skills, and the ambition to grow into a successful wealth advisor.
Key Responsibilities
- Engage with inbound prospects and understand their financial needs, goals, and investment preferences.
- Collect and assess client information, including age, income, assets, liabilities, investments, and financial goals.
- Assist senior advisors in preparing financial plans, portfolio reviews, and asset allocation recommendations.
- Explain Enrichwise’s financial frameworks and wealth management approach to prospective clients.
- Support client conversations by addressing basic investment queries and identifying client concerns.
- Follow up with prospective clients and assist senior advisors in moving opportunities toward conversion.
- Coordinate with Associates and CRMs to ensure smooth client onboarding and servicing.
- Maintain accurate client records, follow-ups, and activity updates in Zoho CRM.
- Stay updated on mutual funds, financial markets, investment products, and personal finance concepts.
- Participate in training sessions, call shadowing, and client meetings to develop advisory and relationship management skills.
Eligibility Criteria
- Experience: 1–2 years in wealth management, banking, financial services, mutual funds, or a related client-facing role.
- Mandatory: NISM Series V-A (Mutual Fund Distributors Certification).
- Preferred: IRDA certification, CFP, CFA Level 1, MBA (Finance), or other relevant financial qualifications.
- Basic understanding of mutual funds, asset allocation, risk profiling, and financial planning.
- Strong interest in working with HNI and affluent clients.
- Fresh graduates with relevant internships and NISM certification may also be considered.
Skills We Value
- Good communication skills in English and Hindi; regional languages are an advantage.
- Confidence in interacting with clients and building professional relationships.
- Willingness to learn consultative selling and financial advisory techniques.
- A client-first mindset focused on education and long-term wealth creation.
- Strong follow-up skills, attention to detail, and CRM discipline.
- Curiosity about financial markets, investments, and wealth management.
Compensation & Growth
- Fixed Salary: As per company Norms
- Learning: Hands-on exposure to HNI clients, portfolio reviews, and structured financial planning.
- Career Growth: Opportunity to progress into a Financial Advisor role and eventually take on independent client relationships.
Why Join Enrichwise?
- Work with an established financial advisory firm with 25+ years of experience.
- Learn directly from experienced advisors and leadership.
- Gain exposure to an inbound HNI client pipeline without a primary focus on cold calling.
- Develop practical skills in financial planning, client engagement, and investment advisory.
- Work with proprietary wealth management frameworks and a client-first advisory approach.
- Build a long-term career in wealth management with opportunities for professional growth.
🔹 How to Apply 🔹
Send your CV along with a short note answering the following question:
“How would you approach a 42-year-old doctor earning ₹50 lakh per annum with ₹3 crore in assets to understand their financial goals and introduce Enrichwise’s wealth management approach?”
📧 Email your resume to: career@enrichwise.com
📞 Contact: +91 87794 73221 / +91 88282 51345
Join Enrichwise and take the first step toward building a rewarding career in wealth management and financial advisory.
Click on Apply to know more.
