Mutual Fund Financial Advisor

At Enrichwise Financial Services, we’ve spent 25+ years helping HNIs & families build wealth through our proprietary frameworks — JBP, PRAG, RetireMax, Old Money/New Money, and more. With 7,000+ clients and a strong inbound HNI pipeline, we’re now scaling our Advisory Team.

Role: Mutual Fund Financial Advisor

• Openings: 5
• Experience: 2–3 years in Wealth Management / Private Banking / HNI Advisory
• Location: Navi Mumbai(Preference for nearby candidates)

Role Overview

As a Mutual Fund Financial Advisor, you will be the face of Enrichwise for new HNI clients.
Your core responsibility is building trust quickly, converting inbound HNI prospects, and guiding them into structured financial frameworks.

Key Responsibilities

• Engage inbound HNI/upper-middle-class prospects (₹50L–₹1Cr+ ticket size).
• Profile clients (Age, Income, Assets, Liabilities, Investments, Goals).
• Build trust and convert prospects within short decision cycles.
• Handle objections (DIY investing, PMS, direct MF) with clarity.
• Conduct portfolio reviews & recommend asset allocation strategies.
• Collaborate with Associates & CRMs for smooth onboarding.
• Train junior team members via call shadowing & best practices.
• Maintain discipline with Zoho CRM & compliance requirements.

Eligibility

• Mandatory: NISM Series 5A (Mutual Fund Distributor Certification).
• Preferred: IRDA, CA / CFA (Level 1) / CFP / MBA (Finance).
• Prior experience with Banks (HDFC, ICICI, Kotak, Axis), AMCs, or Wealth Firms (IIFL, Edelweiss, Anand Rathi, Motilal Oswal) preferred.
• Proven ability to manage ₹5Cr+ portfolios and close ₹50L–₹1Cr+ investments.

Skills We Value

• Excellent communication in English + Hindi/regional languages
• Ability to win trust within minutes
• Consultative mindset (framework over product push)
• Storytelling with financial concepts
• Data discipline & CRM hygiene

Compensation & Growth

• Fixed Salary: ₹2–5L (depending on experience)
• Incentives: Attractive % of new AUM brought in

Why Join Us?

• Client-first culture (education over product push)
• Access to strong inbound HNI pipeline (no cold calling)
• Work directly with the Founder & leadership team
• Freedom to build your own trusted client base

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹40,000.00 per month

Benefits:

• Provident Fund

Work Location: In person