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enrichwise financial services pvt ltd
Consultative Financial Advisorenrichwise financial services pvt ltd • Navi Mumbai, Mumbai, India
Consultative Financial Advisor

Consultative Financial Advisor

enrichwise financial services pvt ltd • Navi Mumbai, Mumbai, India
30+ days ago
Job description

Location: Navi Mumbai and Thane

What we're looking for:

  • Proven Expertise: 5+years of experience in financial services, wealth management, or related sectors.
  • Strategic Mindset: A strong understanding of market dynamics and the ability to create and execute strategies that drive revenue and growth.
  • Client-centric: Ability to build and maintain lasting relationships with high net worth clients.
  • Leadership skills: Experience managing and mentoring teams, setting KPI's and driving performance.

Key Responsibilities:

  • Generate and nurture new business opportunities, focusing on high net worth individuals (HNIs) in Thane and Navi Mumbai.
  • Development and execute business strategies to increase brand visibility and drive growth in key market segments.
  • Collaborate with senior leadership to identify new revenue streams and enhance existing processes.
  • Foster strong client relationships, ensuring a high level of service and satisfaction.

What's in it for you

  • Graduate / Postgraduate in Finance, Commerce, or Business Administration (MBA preferred).
  • NISM / AMFI certification (mandatory).
  • Competitive compensation with performance- based incentive.
  • A dynamic and inclusive work environment focused on innovation and growth.

Opportunities for personal and professional Development with a leadership team that supports your success.

Contact - [HIDDEN TEXT] / [HIDDEN TEXT]

+91 8779473221


Skills Required
AMFI certification
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Consultative Financial Advisor • Navi Mumbai, Mumbai, India

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