Experience
4 - 9 yrs
Job Location
Bengaluru, India
Vacancy
10
Designation
Wealth Advisor
Job Type
Not specified
Job Description
Key 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 a modern, efficient advisory experience.Role & responsibilities
Who We Are Looking For
We are seeking "rockstar" performers from the branch banking ecosystem who meet the following criteria:
- Experience: 46 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 20–50 Crores.
- Growth Mindset: Ambition to eventually transition into Private Wealth management.