Wealth advisory manager (Gurugram)

Wealth advisory manager (Gurugram)

17 Aug
|
Bachatt
|
Gurugram

17 Aug

Bachatt

Gurugram

We're Hiring at Bachatt
Bachatt (Trusave Fintech Pvt Ltd) is a Series A funded fintech startup backed by Accel, Lightspeed & Info Edge. We're building India's next-generation personal finance platform and expanding into regulated investment advisory
Wealth Relationship Advisor at Bachatt
Are you passionate about personal finance and love building client relationships? Bachatt (Trusave Fintech Pvt Ltd) — a Series A funded fintech startup backed by Accel, Lightspeed & Info Edge — is hiring Wealth Relationship Advisors to join our growing team.
This is a high-energy, target-driven sales role for someone who thrives on performance and wants to build a career in financial services.
What you'll do:
→ Acquire and onboard current clients for Bachatt's investment & savings products
→ Build and manage a portfolio of retail wealth clients
→ Achieve monthly and quarterly sales targets
→ Educate clients on investment products — mutual funds, SIPs, savings plans
→ Maintain strong client relationships and drive repeat business




→ Work closely with the advisory team to deliver the right product to the right client
Who we're looking for:
• Fresh graduates or candidates with 0–2 years experience in sales / BFSI / wealth / banking
• Strong communication skills in Hindi and English
• Hunger to hit targets and earn performance incentives
• Basic understanding of financial products is a plus
• NISM certifications (even partial) are an added advantage — not mandatory
Location: Gurugram, Udyog Vihar (in-office)
Working days: 6 days a week
Joining: Immediate
Why Bachatt?
Series A funded — stable, well-capitalised company
Incentive structure on top of fixed salary — your effort = your earnings
Work in a fast-growing fintech with real career growth
Health insurance & flexible benefits
Learn directly from founders and senior leadership

📌 Wealth advisory manager (Gurugram)
🏢 Bachatt
📍 Gurugram

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