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Wealth Advisor / Investment Advisor

1.00 to 10.00 Years   Gurugram   20 Aug, 2026
FTIPL Payments and Marketing Tech Private Limited
Job LocationGurugram
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    We are looking for a Wealth Advisor / Investment Advisor to manage relationships with HNI and UHNI clients, offering investment solutions across Fixed Deposits, Mutual Funds, Bonds, Digital Gold, and other wealth products. If youre confident, client-facing, and interested in financial markets, wed like to meet you.Openings:5Responsibilities
    • Identify and connect with HNI/UHNI prospects
    • Understand client goals and recommend suitable investment products (FDs, Mutual Funds, Bonds, Digital Gold, etc.)
    • Onboard clients and manage the investment process
    • Build long-term client relationships through regular portfolio reviews
    • Achieve monthly/quarterly AUM and revenue targets
    • Ensure compliance with KYC and regulatory guidelines
    • Stay updated on market trends and new product launches
    Requirements
    • Graduate in any discipline (Finance/Commerce preferred)
    • Freshers welcome; prior experience in banking/wealth management is a plus
    • Strong verbal and written communication skills
    • Confident, presentable, client-facing personality
    • Basic understanding of financial products is a plus
    • NISM/AMFI certification is an added advantage
    Working Days:6 days a week (Sunday fixed off)Salary:Up to 4.5 LPALocations - Gurgaon ( Golf Course Ext )

Keyskills :
financial serviceswealth management

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