Financial Planning & Advisory Executive

We are hiring a Financial Planning & Advisory Executive to help our wealth management clients build and protect long-term financial plans.

Responsibilities:

• Understand clients' financial goals, risk appetite, and investment horizon
• Recommend suitable products across mutual funds, insurance, and fixed income
• Conduct regular portfolio reviews and rebalancing conversations
• Build long-term relationships and grow AUM through referrals

Requirements:

• 2–5 years of financial advisory or wealth management experience
• AMFI-registered Mutual Fund Distributor (MFD) certification required
• IRDAI licence is a plus
• Strong client-facing skills and a consultative selling approach