Company Description:

Provitt Consultants is a SEBI Registered Investment Advisor (RIA) dedicated to helping customers achieve their financial goals through personalized, research-driven financial planning. Since 2019, we have built our reputation on transparency, integrity, and client-first advisory services while fostering a collaborative and growth-oriented work environment.

Responsibilities
Leverage your existing client book and professional network to drive business growth.
Manage and grow the organization's existing client portfolio while ensuring exceptional client servicing.
Acquire new HNI/UHNI clients and build long-term relationships through referrals, networking, and corporate associations.
Advise clients on diverse Financial Products such as Mutual Funds, Capital Markets, Insurance, Loans, Tax Planning, and Estate Planning, etc.




Generate leads and drive them to closure by working closely with the Operations and Sales Support teams.
Achieve revenue, AUM, and client acquisition targets.

Qualifications
Minimum 2+ years of experience in Wealth Management, Financial Advisory, or Relationship Management.
Certification in CFP and NISM XXV-B or X-A and X-B is an added advantage.
Strong network of existing HNI clients and corporate relationships.
Excellent communication, presentation, negotiation, and interpersonal skills.
Sound understanding of Mutual Funds, Capital Markets, and Financial Planning.
Ability to work in a rapid-paced, performance-driven setting.
Self-motivated with a solid focus on business development and client relationship management.
Willingness to dwell in a start-up culture.
Must own a personal laptop.

📌 Sr Wealth Manager Mumbai
🏢 Provitt Consultants
📍 Mumbai