Company Description FundsIndia Private Wealth is India’s premier investment platform, offering seamless wealth management solutions for a wide range of investors. Backed by robust technology and an investor-centric approach, the firm provides access to diverse investment opportunities across India. It combines cutting-edge digital tools with personalized advisory to deliver superior investment experiences and outcomes. Operated by Wealth India Financial Services Pvt. Ltd, an AMFI-registered mutual fund distributor and SEBI-registered intermediary, the company is committed to ensuring long-term financial well-being for its clients. Role Description The Private Banker role is a full-time, in office position based in Mumbai. This role involves managing and growing a portfolio of high-net-worth and affluent clients by understanding their financial goals and recommending appropriate investment solutions. Day-to-day responsibilities include conducting client meetings, performing detailed financial assessments, designing tailored investment and asset allocation strategies, and monitoring portfolio performance. The Private Banker will coordinate with internal research and advisory teams, ensure compliance with regulatory requirements, and provide ongoing relationship management and service support. The role also includes generating new business through referrals,



networking, and targeted outreach while maintaining high standards of ethics and client confidentiality. Qualifications
• Candidates should possess strong skills in Financial Planning and Asset Allocation to design and manage client portfolios aligned with their goals and risk profiles.
• Candidates should possess solid knowledge of Finance and Investments to evaluate products, interpret market trends, and advise clients on suitable wealth solutions.
• Candidates should possess experience in Private Banking to manage client relationships, deliver personalized advisory, and handle complex financial needs.
• Relevant academic background such as a bachelor’s or master’s degree in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
• Strong analytical, communication, and interpersonal skills, with the ability to explain financial concepts clearly and build long-term client trust.
• Proven ability to meet targets, prioritize multiple client requests, and work with high attention to detail in a regulated environment.
• Familiarity with Indian financial markets, regulatory frameworks, and digital investment platforms is highly beneficial.

📌 Private Banker (Mumbai)
🏢 FundsIndia Private Wealth
📍 Mumbai