FundsIndia
Website:
fundsindia.com
Job details:
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.
Locations
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