Role & 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 amodern, effective advisory experience.

Preferred candidate profile
Experience: 3 to 8 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 to 50 Crores.
Growth Mindset: Ambition to eventually transition into Private Wealth management.

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