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Fisdom is an award-winning, robo-advisory firm operating in the wealth management space. We currently offer investors a 360-degree wealth management platform for mutual funds and Insurance. Fisdom blends cutting-edge technology with conventional wealth management wisdom to make superior advisory accessible to all. Our focus is to help everyone maximize his/her wealth.  For more info, visit: www.fisdom.com .We are growing and constantly looking for high performers to participate in our growth story.

Fisdom has just raised $ 11M in the last round led by NASPERS (ONE OF THE LARGEST VC GLOBALLY).

We partner with Banks (as digital partner) and own the Wealth Management Business of the bank. The current partnership includes PNB (A combined entity with OBC and UBI), Indian Bank (merged entity include Allahabad Bank), Lakshmi Vilas Bank, Karnataka Bank, City Union Bank to name a few apart from few Small Finance banks, Cooperative Banks and digital partnerships.

We strive to become the largest digital wealth Management Company keeping customer experience at CORE. 

Job Profile:

JOB DESCRIPTION: Portfolio Manager

Grade-AVP/DVP/VP

Summary/Objective:
Wealth Advisors will be responsible for representing the organization at our partner bank locations. He/she will make sure that the organizational footprint in the market is prominent and in turn generate sales and revenue by utilizing excellent, in-depth knowledge of company products & services.

Key Responsibilities:

  1. Work as an advisor to identify new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects
  2. Advise and build a book through multiple investment avenues available as a part of the wealth ecosystem. 
  3. Be able to identify newer investment opportunities and align his/her understanding in accordance with the same.
  4. Focus on acquiring and onboarding a number of HNI customers that the Advisor has managed in the past to build incremental AUM.
  5. Build and deepen the relationship with the existing customers to get an incremental share of their wallet. 
  6. This will be an Individual role

Education: Post Graduate

Skills/Competencies

  1. Strong understanding of the Capital Markets & Knowledge of Mutual Funds, Insurance, Equity, Debt Markets
  2. Customer/Client centricity
  3. Strong Teamwork Orientation & Collaborative skills. 
  4. Seamless Communication in English, Hindi and Regional/local language
  5. Decision Making & Problem Analysis/Solving
  6. Results Driven
  7. Ability to network & build long-term professional relationships

Experience:

  1. 8-12 years of relevant relationship management and portfolio advisory experience
  2. Candidates with a significant investment book
  3. Candidates with a record of outperforming sales/revenue targets will be given prominence
  4. The candidate should come with experience in marketing and selling financial products such as Mutual Funds, Insurance, Equity and Debt products. 

Locations: Multiple cities in India

Job Specifications: This is a full-time position. Traveling may be required 10 to 20 %

What is at offer:

Excellent work culture, opportunity to be a part of a growing organization with immense learning possibilities. All of this, along with top of the line remuneration and performance-based payJOB DESCRIPTION: Wealth Manager / Senior Wealth Manager

Grade-Manager/ Sr Manager

Summary/Objective:
The Wealth Manager/ Senior Wealth Manager is responsible for representing the organization at our partner bank locations. He/she will make sure that the organizational footprint in the market is prominent and in turn generate sales and revenue by utilizing excellent, in-depth knowledge of company products & services.

Key Responsibilities:

  1. Establish and support company’s bank partnerships and achieve sales targets from these channels
  2. Run and manage day to day business and operations for mapped partner branches
  3. Prospecting and identifying new leads and pitching to the clients through partner banks
  4. Maintain strong working relationships with the bank representatives for acquisition of new investment customers
  5. Function as point of contact for customer support and ensure queries are resolved in a timely and professional manner
  6. Focus on acquiring and onboarding a number of HNI customers that he/she has managed in the past to build incremental AUM.
  7. Build and deepen the relationship with the existing customers to get an incremental share of their wallet. 
  8. Strive to acquire & generate leads from open market through cold calling
  9. This will be an Individual contributor role

Education: Post Graduate

Skills/Competencies

  1. Strong understanding of the Capital Markets & Knowledge of Mutual Funds, Insurance, Equity, Debt Markets
  2. Customer/Client-centric
  3. Strong Teamwork Orientation & Collaborative skills. 
  4. Seamless Communication in English, Hindi and Regional/local language(must)
  5. Results Driven
  6. Ability to network & build long-term professional relationships

Experience:

  1. 4-6 years of relevant relationship management and portfolio advisory experience
  2. Candidates with a record of outperforming sales/revenue targets will be given prominence
  3. The candidate should come with experience of marketing and selling financial products such as Mutual Funds, Insurance, Equity and Debt products. 

Locations: Multiple cities in India

Job Specifications: This is a full-time position. Travelling may be required 10 to 20 %

What is at offer:

Excellent work culture, opportunity to be a part of a growing organization with immense learning possibilities. All of this, along with top of the line remuneration and performance-based pay

Locations: Vishakapatnam, Vijaywada, Bangalore, Udupi, Chikmaglur, Chennai, Coimbatore, Madurai, Ernakulum, Calicut, Trivandrum, Pune, Goa, Nagpur, Nashik, Aurangabad, Mumbai, Bhopal, Raipur, Jabalpur, Indore, Surat, Ahmedabad, Rajkot, Vadodara, Asansol, Ranchi, Meerut, Agra, Varanasi, Lucknow, Delhi, Gurgaon, Faridabad, Ludhiana, Jallandhar, Patiala, Udaipur, Jaipur, Dehradun & Chandigarh.JOB DESCRIPTION: Area Head

Grade-Sr. Manager/ AVP

Summary/Objective:
The Area Head is responsible for representing the organization at our partner bank locations. He/she will make sure that the organizational footprint in the market is prominent and in turn generate sales and revenue by utilizing excellent, in-depth knowledge of company products & services.

Key Responsibilities:

  1. Establish and support various channels of customer outreach for the company, such as bank partnerships and achieve sales targets from these channels
  2. Advise and build a book through multiple investment avenues available as a part of the wealth ecosystem. 
  3. Set up processes, systems and monitor all key business metrics for the partnership and also the deliverables of his/her direct team
  4. Plan, organize and implement promotional activities in various bank branches
  5. Be able to identify newer investment opportunities and align his/her understanding in accordance with the same.
  6. Focus on acquiring and onboarding a number of HNI customers that he/she has managed in the past to build incremental AUM.
  7. Build and deepen the relationship with the existing customers to get an incremental share of their wallet. 
  8. Manage a team of wealth managers and area managers responsible to acquire new customers through partner banks.
  9. This role will entail managing & acquiring customers and also supervising a team.

Education: Post Graduate

Skills/Competencies

  1. Strong understanding of the Capital Markets & Knowledge of Mutual Funds, Insurance, Equity, Debt Markets
  2. Customer/Client-centric
  3. Strong Teamwork Orientation & Collaborative skills. 
  4. Seamless Communication in English, Hindi and Regional/local language(must)
  5. Decision Making & Problem Analysis/Solving
  6. Results Driven
  7. Ability to network & build long-term professional relationships
  8. Manage teams

Experience:

  1. 7-10 years of relevant relationship management and portfolio advisory experience
  2. Candidates with a significant investment book
  3. Candidates with a record of outperforming sales/revenue targets will be given prominence
  4. The candidate should come with experience of marketing and selling financial products such as Mutual Funds, Insurance, Equity and Debt products. 

Locations: Multiple cities in India

Job Specifications: This is a full-time position. Travelling may be required (10-50%)

What is at offer:

Excellent work culture, opportunity to be a part of a growing organization with immense learning possibilities. All of this, along with top of the line remuneration and performance-based pay 

Location: Vijayawada, Madurai, Ernakulum, Hubli, Mangalore, Bhopal, Pune, Surat, Ahmedabad, Patna, Agra, Lucknow, Delhi+NCR, Jaipur, Chandigarh, Meerut/Ghaziabad, Ludhiana, Amritsar, Hyderabad & Coimbatore.JOB DESCRIPTION: Area Manager

Grade-Executive/ Assistant Manager

Summary/Objective:
The Area Manager is responsible for representing the organization at our partner bank locations. He/she will make sure that the organizational footprint in the market is prominent and in turn generate sales and revenue by utilizing excellent, in-depth knowledge of company products & services.

Key Responsibilities:

  1. Support the company’s bank partnerships and achieve sales targets from these channels
  2. Run and manage day to day business and operations for mapped partner branches
  3. Prospecting and identifying new leads and pitching to the clients through partner banks
  4. Maintain strong working relationships with the bank representatives for acquisition of new investment customers
  5. Function as point of contact for customer support and ensure queries are resolved in a timely and professional manner
  6. Keep abreast with the latest developments in the organization’s products and services
  7. This is an individual contributor role

Education: Graduate/Post Graduate

Skills/Competencies

  1. Good communication skills in English, Hindi and Regional/local language(must)
  2. Knowledge of Mutual Funds, Insurance, Equity, Debt Markets
  3. Customer/Client Focus
  4. Results Driven
  5. Teamwork Orientation

Experience:

  1. 2-4 years of relevant experience
  2. Experience in B2C sales/business development or relationship management
  3. Professionals having sales/marketing experience in financial services like bancassurance channel of insurance company, the corporate sales team in a bank, franchisee management in a broker/distributor will be given priority.
  4. Candidates with a record of outperforming sales/revenue targets will be given prominence
  5. An ideal candidate will also come with experience of marketing and selling financial products such as Mutual Funds,Insurance, Equity and Debt Markets. 

Locations: Multiple Cities in India

Job Specifications: This is a full-time position.

What is at offer:

Excellent work culture, opportunity to be a part of a growing organization with immense learning possibilities. All of this, along with top of the line remuneration and performance-based pay

Location: Chennai, Vellore, Krishnagiri, Coimbatore, Gulbarga, Madurai, Tirupati, Ranchi, Bhubaneshwar, Kolhapur, Pune, Ahmedabad, Vadodara, Surat, Bilaspur, Jodhpur, Jaipur, Udaipur, Chandigarh, Amritsar, Mirzapur, Jhansi, Bareilly, Sonbhadra & Muzzafarnagar.

Fisdom is a multifaceted personal finance app, partnering with leading banks, NBFCs, and 42+ AMCs, across segments to offer a wealth management platform to customers. Our journey since 2015 has been with the vision of simplifying financial advice and making financial investments accessible to everyone. As a company, we are growing fourfold and are on a hiring spree to pick outstanding candidates with the right skill and will, to join us in our voyage. Want to be part of our big story? Drop your resume, with the position and the location you are willing to work for, to jobs@fisdom.com and connect with us. We are hiring from 50+ cities!