Sr. Wealth Manager

Company Description: 

Provitt Consultants is a SEBI Registered Investment Advisor (RIA) dedicated to helping customers achieve their financial goals through personalized, research-driven financial planning. Since 2019, we have built our reputation on transparency, integrity, and client-first advisory services while fostering a collaborative and growth-oriented work environment.

Responsibilities

•  Leverage your existing client book and professional network to drive business growth.
• Manage and grow the organization's existing client portfolio while ensuring exceptional client servicing.
• Acquire new HNI/UHNI clients and build long-term relationships through referrals, networking, and corporate associations.
• Advise clients on diverse Financial Products such as Mutual Funds, Capital Markets, Insurance, Loans, Tax Planning, and Estate Planning, etc.
• Generate leads and drive them to closure by working closely with the Operations and Sales Support teams.
• Achieve revenue, AUM, and client acquisition targets.

Qualifications

• Minimum 2+ years of experience in Wealth Management, Financial Advisory, or Relationship Management.
• Certification in CFP and NISM XXV-B or X-A and X-B is an added advantage.
• Strong network of existing HNI clients and corporate relationships.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Sound understanding of Mutual Funds, Capital Markets, and Financial Planning.
• Ability to work in a fast-paced, performance-driven environment.
• Self-motivated with a strong focus on business development and client relationship management.
• Willingness to dwell in a start-up culture.
• Must own a personal laptop.