Location: Bangalore, Mumbai, Jaipur, Nagpur and Current Delhi.

Role Overview

We are seeking an energetic and experienced Financial Coach to drive practice-level business growth. You will focus on acquiring HNI clients through networking, referrals, and strategic alliances while managing goal-based investment portfolios and deepening client relationships.

Key Responsibilities
Client Acquisition: Develop and expand an HNI client base through strategic networking, referrals, and Centers of Influence (COI).
Portfolio & Relationship Management: Conduct life-centered financial planning and periodic portfolio reviews for top-tier clients.
Business Development: Identify growth prospects, build recent strategic business alliances, and leverage existing influential client networks for referrals.
Brand Representation: Represent the organization at physical and online events,



leveraging strong presentation and public speaking skills.
Tech-Led Operations: Utilize internal wealth management technology platforms and digital/social channels to engage prospective and existing clients.

Desired Candidate Profile
Experience: 6 to 10 years of proven experience in HNI client acquisition and wealth management within AMCs, Banks (Wealth), or Wealth Management firms.
Product Knowledge: Strong understanding of financial markets and products including Mutual Funds, PMS, AIFs, and Insurance.
Qualifications:
Graduate / Postgraduate in any discipline with NISM Series V-A certification (Mandatory).
CFP or NISM Series X-A & X-B certifications are preferred.

📌 Financial Coach Client Acquisition And Portfolio Management Bengaluru
🏢 MFA Wealth Private
📍 Bengaluru