Financial Coach (Client Acquisition and Portfolio Management)

Location: Mumbai (Vile Parle), Nagpur (Laxmi Nagar)

Role Overview

We are seeking an energetic and experienced Financial Coach to drive practice-level business growth. You will focus on acquiring HNI clients through networking, referrals, and strategic alliances while managing goal-based investment portfolios and deepening client relationships.

Key Responsibilities

• Client Acquisition: Develop and expand an HNI client base through strategic networking, referrals, and Centers of Influence (COI).
• Portfolio & Relationship Management: Conduct life-centered financial planning and periodic portfolio reviews for top-tier clients.
• Business Development: Identify growth opportunities, build new strategic business alliances, and leverage existing influential client networks for referrals.
• Brand Representation: Represent the organization at physical and online events, leveraging strong presentation and public speaking skills.
• Tech-Led Operations: Utilize internal wealth management technology platforms and digital/social channels to engage prospective and existing clients.

Desired Candidate Profile

• Experience: 6 to 10 years of proven experience in HNI client acquisition and wealth management within AMCs, Banks (Wealth), or Wealth Management firms.
• Product Knowledge: Strong understanding of financial markets and products including Mutual Funds, PMS, AIFs, and Insurance.
• Qualifications:
• Graduate / Postgraduate in any discipline with NISM Series V-A certification (Mandatory).
• CFP or NISM Series X-A & X-B certifications are preferred.

Location Preference:

• Mumbai Candidates: Preferred from Western Line (Office in Vile Parle).
• Nagpur Candidates: Preferred close to Laxmi Nagar.