Company Description
Provitt Consultants, founded in 2019, is a SEBI-registered financial advisory firm focused on providing explicit, tailored solutions to individuals and investors. Guided by a vision to deliver the right financial planning advice, Provitt is committed to helping customers confidently achieve their financial goals. The company operates on core values of mentorship, transparency, client satisfaction, and high professional standards. Team members work within a culture that emphasizes product research, technical analysis, and comprehensive financial solutions for clients.

Role Description
Strong communication and interpersonal skills and the ability to build and maintain long-term relationships with clients.
Candidate should have a network of existing clients and corporates with strong relationships.
Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.
Should have excellent team management skills.
Certification in NISM and CFP is an added advantage.




The candidate will be responsible for generating leads and taking them to closure by working along with the Operations and Sales backend team.
Create and enforce plans that will help meet the needs of clients.
Willingness to dwell in a start-up culture.
Should have a laptop.

Qualifications
Strong Financial Planning and Finance skills to assess client needs, design comprehensive plans, and support long-term wealth creation.
Expertise in Investment Management and Investments to construct, review, and rebalance diversified portfolios aligned with client risk profiles.
Knowledge of diverse financial products to incorporate risk protection and contingency planning into overall wealth strategies.
Bachelor’s degree or higher in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, or equivalent are an advantage.
Proven experience of 2+ years in wealth management, financial advisory, or related financial

📌 Wealth Manager (Mumbai)
🏢 Provitt Consultants
📍 Mumbai