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Wealth Advisor_Priority Wealth

Company

FundsIndia

Location

Mumbai, India

Type

Full-time

Job Description: Wealth Advisor (Priority Wealth)

About FundsIndia

FundsIndia is India's leading digital-first wealth platform. While our roots are digital, our future is deeply personal. We are expanding our D2C (Direct-to-Consumer) footprint by building an elite Wealth Advisor team. This team will bridge the gap between our robust technology and on-ground, high-touch financial advisory, creating a seamless Phygital experience for our clients.

The Opportunity

We are looking for banking professionals who are entrepreneurial WA-individuals who have mastered the art of relationship building within a branch banking environment and are now ready to scale their impact. At FundsIndia, you won't just manage a desk; you will build and own a book of business with the backing of a premier digital wealth engine.

Key Responsibilities

  • Book Building & Management: Acquire and manage a high-quality portfolio o...

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