Position Overview
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 owna 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: Leverage your existing netw...