At Enrichwise Financial Services

, we’ve spent 25+ years helping HNIs and families build wealth through our proprietary frameworks — JBP, PRAG, RetireMax, Old Money/New Money

, and more.

With 7,000+ clients and a strong inbound HNI pipeline, we’re now scaling our Advisory Team

.

Openings:

2

Experience:

2–5 years in Wealth Management / Private Banking / HNI Advisory

Location:

Thane West, Hiranandani Estate

Preference for candidates residing nearby

Role Overview

As a Senior Financial Advisor

, you will be the face of Enrichwise for new HNI clients.

Your core responsibility will be to build trust quickly, convert inbound HNI prospects, and guide clients through structured financial frameworks

.

You’ll work closely with Associates for client intake and CRMs for servicing

, while your primary focus will remain on client conversion and relationship building

.

The role also offers a potential growth path to Head of Advisory

.

Key Responsibilities

- Engage with inbound HNI and upper-middle-class prospects with ₹50L–₹1Cr+ investment ticket sizes
- Profile clients across age, income, assets, liabilities, investments, and goals
- Build trust and convert prospects within short decision cycles
- Handle objections around DIY investing, PMS, and direct mutual funds with clarity
- Conduct portfolio reviews and recommend suitable asset allocation strategies
- Collaborate with Associates and CRMs for smooth client onboarding
- Train junior team members through call shadowing and best practices
- Maintain discipline in Zoho CRM and adhere to compliance requirements

Eligibility

Mandatory





- NISM Series V-A – Mutual Fund Distributor Certification

Preferred

- IRDA
- CA
- CFA Level 1
- CFP
- MBA in Finance

Prior experience with Banks, AMCs, Private Wealth Firms, or Wealth Management Companies such as HDFC, ICICI, Kotak, Axis, IIFL, Edelweiss, Anand Rathi, or Motilal Oswal is preferred. Candidates should have demonstrated experience in:

- Managing ₹5Cr+ client portfolios
- Closing investments of ₹50L–₹1Cr+

Skills We Value
- Excellent communication in English + Hindi/regional languages
- Ability to build trust quickly
- Strong consultative mindset — framework over product push
- Ability to simplify and communicate financial concepts through storytelling
- Robust data discipline and CRM hygiene

Compensation & Growth

Fixed Salary:

₹10–18 LPA, depending on experience

Incentives:

Attractive percentage linked to new AUM brought in

Growth Path:

Opportunity to grow into Head of Advisory

Why Join Enrichwise?

- Client-first culture — education over product push

- Access to a strong inbound HNI pipeline — no cold calling

- Work directly with the Founder and leadership team
- Freedom to build your own trusted client base
- Opportunity to lead and scale Enrichwise’s Advisory Division

How to Apply Send your CV along with a short note answering:

“How would you convince a 42-year-old doctor earning ₹50L p.a. with ₹3Cr in assets to invest ₹50L with Enrichwise?”

Email:

[email protected] [email protected]

Contact:

(phone hidden)

88282 51345

Join us in making wealth management smarter, more personal, and future-ready.

📌 Senior Financial Advisor (Navi Mumbai)
🏢 Enrichwise Financial Services
📍 Navi Mumbai