Experience : 5–10 years in Wealth Management / Private Banking / HNI Advisory Proven ability to close HNI clients (₹50L–₹1Cr+ ticket size). Robust record of managing portfolios ₹5Cr+. Past experience with banks (HDFC, ICICI, Kotak, Axis, etc.), AMCs, or wealth firms (IIFL, Edelweiss, Anand Rathi, Motilal Oswal, etc.) preferred.

Skills We Value: Excellent communication in English + Hindi/Regional languages Ability to win trust within minutes Consultative mind-set framework - product pushing Storytelling ability with financial concepts Data discipline & CRM hygiene. Proficiency in Excel, and familiarity with open office applications, MS Word

Key Responsibilities : Conduct first calls with inbound prospects (HNI/upper-middle-class clients) Extract client profile: Age, Marital Status, Income, Expenses, Assets, Liabilities,



Existing Investments Build trust and convert prospects into long-term clients within a short decision cycle Handle objections (DIY investing, PMS, direct MF) with confidence and clarity Collaborate with Associates (for intake/data capture) and CRMs (for post-conversion servicing) Train junior team members by shadowing calls and sharing best practices Maintain accurate client data on Zoho CRM and ensure compliance

Eligibility : Mandatory: NISM Series 5A Mutual Fund Distributor Certification. Preferred: IRDA Certification, CA / CFA (Level 1) / CFP / MBA (Finance), BFM, BBI, Bcom Deep understanding of personal finance: Mutual Funds, Insurance, Taxation, Asset Allocation.

Job Types: Full-time, Permanent

Pay: ₹1,000,000.00 - ₹1,800,000.00 per year

Benefits:

- Provident Fund

Work Location: In person

📌 Senior Financial Advisor (India)
🏢 Enrichwise Financial services private
📍 India