Role Overview:

The Future Wealth Architect is responsible for guiding clients in designing and building long-term wealth through smart financial planning, insurance solutions, and investment strategies. The role includes meeting clients (existing + recent), understanding their goals, and proposing structured wealth-creation concepts.

Key Responsibilities:

Meet clients at their workplace/home to understand financial goals

Present insurance + investment planning concepts for long-term wealth

Design customised financial plans for protection, growth & retirement

Maintain relationships with existing clients and upsell relevant solutions

Maintain daily meeting records, activity trackers, and follow-up schedules

Educate clients on financial discipline and structured investments

Build a strong personal client base for long-term career growth

Required Skills:

Good communication & convincing ability

Basic understanding of finance (training provided)

Self-driven, presentable and good at client handling

Willingness to visit clients and schedule meetings

Pay: ₹240,000.00 - ₹350,000.00 per year

Benefits:

- Cell phone reimbursement
- Leave encashment
- Paid sick time
- Paid time off

Work Location: In person

📌 Sales Excecutive (India)
🏢 Finsquare IMF Private
📍 India