Found Description
Job Description: Wealth Advisor (Priority Wealth)
About Funds India
Funds India is India’s leading digital-first wealth platform. While our roots are digital, our future is deeply personal. We are expanding our D2 C (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 Funds India, 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 of mass-market and affluent clients.
- Relationship Deepening: Leve...
About Funds India
Funds India is India’s leading digital-first wealth platform. While our roots are digital, our future is deeply personal. We are expanding our D2 C (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 Funds India, 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 of mass-market and affluent clients.
- Relationship Deepening: Leve...