Floatr Wealth

As a Wealth Manager at Floatr in Bangalore, you will leverage your 5+ years of experience to provide expert guidance on Mutual Funds, Bonds, and Life & Health Insurance products. Your role will involve assessing client profiles to recommend tailored solutions for both HNI and retail clients. You will acquire new clients through various channels and deliver personalized investment and insurance advice based on their financial goals. Your responsibilities will include overseeing the onboarding process primarily through the Floatr platform, maintaining strong client relationships through regular follow-ups and portfolio reviews, and staying updated on market trends and regulatory changes. Meeting or exceeding individual and team sales targets will be crucial in this role. To excel in this position, you should hold a Bachelor's degree in Finance, Commerce, Business, or a related field, with NISM certification being an advantage. Your success in selling financial and investment products, along with a well-established network of HNI and corporate clients, will be key factors. Excellent communication, interpersonal skills, and a solid understanding of capital markets, mutual funds, insurance, and wealth management solutions are essential. Being self-driven and capable of working independently to manage client portfolios confidently is also required. Floatr offers a competitive compensation package with a performance-driven structure, stock options for long-term wealth building, and additional incentives for exceeding targets. You can expect clear career progression opportunities with ongoing learning and development in wealth management within a collaborative, supportive, and high-performance work environment. Join Floatr to be part of a team that is revolutionizing financial wellness. You will play a crucial role in shaping the financial futures of clients, contributing to a growth-oriented environment where your expertise will make a significant impact on individuals and families.,