Website:
enrichwise.com
Job details:
At Enrichwise Financial Services, we’ve spent 25+ years helping HNIs and families build wealth through our proprietary frameworks — JBP, PRAG, RetireMax, Old Money/New Money, and more.
With 7,000+ clients and a strong inbound HNI pipeline, we’re now scaling our Advisory Team.
Openings: 2
Experience: 2–5 years in Wealth Management / Private Banking / HNI Advisory
Location: Thane West, Hiranandani Estate
Preference for candidates residing nearby
Role Overview
As a Senior Financial Advisor, you will be the face of Enrichwise for new HNI clients.
Your core responsibility will be to build trust quickly, convert inbound HNI prospects, and guide clients through structured financial frameworks.
You’ll work closely with Associates for client intake and CRMs for servicing, while your primary focus will remain on client conversion and relationship building.
The role also offers a potential growth path to Head of Advisory.
Key Responsibilities
- Engage with inbound HNI and upper-middle-class prospects with ₹50L–₹1Cr+ investment ticket sizes
- Profile clients across age, income, assets, liabilities, investments, and goals
- Build trust and convert prospects within short decision cycles
- Handle objections around DIY investing, PMS, and direct mutual funds with clarity
- Conduct portfolio reviews and recommend suitable asset allocation strategies
- Collaborate with Associates and CRMs for smooth client onboarding
- Train junior team members through call shadowing and best practices
- Maintain discipline in Zoho CRM and adhere to compliance requirements
Eligibility
Mandatory
- NISM Series V-A – Mutual Fund Distributor Certification
Preferred
- IRDA
- CA
- CFA Level 1
- CFP
- MBA in Finance
Prior experience with Banks, AMCs, Private Wealth Firms, or Wealth Management Companies such as HDFC, ICICI, Kotak, Axis, IIFL, Edelweiss, Anand Rathi, or Motilal Oswal is preferred.
Candidates should have demonstrated experience in:
- Managing ₹5Cr+ client portfolios
- Closing investments of ₹50L–₹1Cr+
Skills We Value
- Excellent communication in English + Hindi/regional languages
- Ability to build trust quickly
- Strong consultative mindset — framework over product push
- Ability to simplify and communicate financial concepts through storytelling
- Strong data discipline and CRM hygiene
Compensation & Growth
Fixed Salary: ₹10–18 LPA, depending on experience
Incentives: Attractive percentage linked to new AUM brought in
Growth Path: Opportunity to grow into Head of Advisory
Why Join Enrichwise?
- Client-first culture — education over product push
- Access to a strong inbound HNI pipeline — no cold calling
- Work directly with the Founder and leadership team
- Freedom to build your own trusted client base
- Opportunity to lead and scale Enrichwise’s Advisory Division
How to Apply
Send your CV along with a short note answering:
“How would you convince a 42-year-old doctor earning ₹50L p.a. with ₹3Cr in assets to invest ₹50L with Enrichwise?”
Email:
career@enrichwise.com
hr@enrichwise.com
Contact:
8779473221
88282 51345
Join us in making wealth management smarter, more personal, and future-ready.
Click on Apply to know more.
