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Coin Street
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Wealth Management Advisor

Wealth Management Advisor

Coin Street

3 years

0 Lacs

gurugram haryana india

Posted:2 weeks ago| Platform:

Apply

Skills Required

management development ai drive risk onboarding portfolio pipeline crm documentation communication

Work Mode

On-site

Job Type

Full Time

Job Description

Job Title:

Location:

quant + AI-driven wealth management startup

What you’ll do

Own
client acquisition/targets
(outbound + referrals + inbound leads)
Conduct goal & risk discussions, onboarding, and portfolio reviews
Explain our
quant-based approach
in simple, trust-building language
Maintain pipeline/CRM, follow-ups, documentation coordination

What we’re looking for

2–3 years
in wealth / broking / MF distribution / fintech sales
Strong communication + closing mindset
Working understanding of
Mutual Funds + asset allocation
NISM preferred (or willing to complete)

Apply:

More Jobs at Coin Street

Wealth Management Advisor

gurugram, haryana, india

3.0 - 3.0 yrs

Salary: Not disclosed

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