Senior Financial Advisor

3 weeks ago

Thāne, Maharashtra, India Enrichwise Financial services private limited. Full time

Experience 5-10 years in Wealth Management Private Banking HNI Advisory Proven ability to close HNI clients 50L- 1Cr ticket size Strong record of managing portfolios 5Cr Past experience with banks HDFC ICICI Kotak Axis etc AMCs or wealth firms IIFL Edelweiss Anand Rathi Motilal Oswal etc preferred Skills We Value Excellent communication in English Hindi Regional languages Ability to win trust within minutes Consultative mind-set framework - product pushing Storytelling ability with financial concepts Data discipline CRM hygiene Proficiency in Excel and familiarity with open office applications MS Word Key Responsibilities Conduct first calls with inbound prospects HNI upper-middle-class clients Extract client profile Age Marital Status Income Expenses Assets Liabilities Existing Investments Build trust and convert prospects into long-term clients within a short decision cycle Handle objections DIY investing PMS direct MF with confidence and clarity Collaborate with Associates for intake data capture and CRMs for post-conversion servicing Train junior team members by shadowing calls and sharing best practices Maintain accurate client data on Zoho CRM and ensure compliance Eligibility Mandatory NISM Series 5A Mutual Fund Distributor Certification Preferred IRDA Certification CA CFA Level 1 CFP MBA Finance BFM BBI Bcom Deep understanding of personal finance Mutual Funds Insurance Taxation Asset Allocation Job Types Full-time Permanent Pay 1 000 000 00 - 1 800 000 00 per year Benefits Provident Fund Work Location In person Speak with the employer 91 8779473221

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