About FundsIndia

FundsIndia is India’s leading digital-first wealth platform. While our roots are digital, our future is deeply personal. We are expanding our D2C (Direct-to-Consumer) footprint by building an elite
Wealth Advisor
team. This team will bridge the gap between our robust technology and on-ground, high-touch financial advisory, creating a seamless
"Phygital"
experience for our clients.

The Opportunity

We are looking for banking professionals who are "entrepreneurial WA"—individuals who have mastered the art of relationship building within a branch banking environment and are now ready to scale their impact. At FundsIndia, you won’t just manage a desk; you will build and own a book of business with the backing of a premier digital wealth engine.

Key Responsibilities
- Book Building & Management:
Acquire and manage a high-quality portfolio of mass-market and affluent clients.
- Relationship Deepening:
Leverage your existing network and the FundsIndia platform to build long-term, trust-based wealth relationships.
- Seed Book Utilization:




Effectively manage and grow the "seed book" allocated by FundsIndia to accelerate your initial ramp-up.
- Portfolio Advisory:
Offer a wide product suite (Mutual Funds, Equities, Fixed Income, etc.) to ensure long-term wealth creation for your clients.
- Phygital Engagement:
Combine in-person meetings with our digital tools to provide a up-to-date, efficient advisory experience.

Who We Are Looking For

We are seeking "rockstar" performers from the branch banking ecosystem who meet the following criteria:
- Experience:
4–6 years of solid experience in
Branch Banking
or Wealth Management.
- Stability:
A proven track record of stability in your current organization with deep-rooted client relationships.
- Proven Performance:
A history of being a consistent "Top Performer" or "A-Grader" in your current branch/region.
- Managed AUM:
Currently managing an active AUM of
₹20–50 Crores
.
- Growth Mindset:
Ambition to eventually tran

📌 Wealth Advisor_priority wealth (Bengaluru)
🏢 FundsIndia
📍 Bengaluru