Key ResponsibilitiesnnBook Building u0026 Management: Acquire and manage a high-quality portfolio of mass-market and affluent clients.nRelationship Deepening: Leverage your existing network and the FundsIndia platform to build long-term, trust-based wealth relationships.nSeed Book Utilization: Effectively manage and grow the "seed book" allocated by FundsIndia to accelerate your initial ramp-up.nPortfolio Advisory: Offer a wide product suite (Mutual Funds, Equities, Fixed Income, etc.) to ensure long-term wealth creation for your clients.nPhygital Engagement: Combine in-person meetings with our digital tools to provide a modern,



effective advisory experience.Role u0026 responsibilitiesnnWho We Are Looking FornWe are seeking "rockstar" performers from the branch banking ecosystem who meet the following criteria:nnExperience: 46 years of solid experience in Branch Banking or Wealth Management.nnStability: A proven track record of stability in your current organization with deep-rooted client relationships.nnProven Performance: A history of being a consistent "Top Performer" or "A-Grader" in your current branch/region.nnManaged AUM: Currently managing an active AUM of 2050 Crores.nnGrowth Mindset: Ambition to eventually transition into Private Wealth management. .

📌 Wealth Advisor (Mumbai)
🏢 Wealth India Financial Services
📍 Mumbai