Team Head - Wealth

Company Description-

Provitt Consultants, founded in 2019, is a SEBI - Registered financial advisory firm focused on Financial Planning, Investment Advisory, Mutual Funds, and Stock Advisory. The organization is committed to simplifying complex financial concepts and delivering tailored solutions for each client’s unique financial journey. Its vision is to provide the right financial planning advice to all customers and help them confidently achieve their financial goals.

Role Description-

• Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services 
• Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale 
• Connect with clients to understand their Financial Needs and prepare Financial Plans for them.
• Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM 
• Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in organizing seminars and other business development activities Setting their team's goals and communicating them effectively.  

Qualifications-

• Strong expertise in financial planning, investment advisory, mutual funds, and equity/stock markets, with the ability to design comprehensive wealth management solutions.
• Demonstrated leadership and team management skills, including mentoring, performance monitoring, and developing advisory professionals.
• Proficiency in portfolio analysis, product research, and basic technical and fundamental analysis tools used in wealth management.
• Excellent client relationship management, communication, and presentation skills, with a focus on transparency and client satisfaction.
• Ability to work on-site in Dwarka and collaborate effectively with cross-functional teams in a fast-paced, client-centric environment.
• Graduation/Post Graduation along with Certification in NISM X-A/ X-B or XXV-B (Is mandatory) and CFP is an added advantage. 
• Strong understanding of regulatory and compliance requirements in financial services, with a commitment to ethical and responsible advisory practices.
• Minimum 5+ years experience(in relevant field) with leadership skills.

• Willingness to dwell in Start-up Culture.

• Should own a laptop.