Wealth Advisor & Client Relationship Manager

Company Description InvestYadnya.in is a financial services platform dedicated to democratizing financial literacy and making robust financial planning accessible to every individual in India. The company offers personalized financial planning, fundamental equity and mutual fund research, ready-to-implement model portfolios, DIY financial planning tools, and comprehensive tax and retirement planning solutions. InvestYadnya.in is known for its transparent, independent, and research-backed approach, providing unbiased advice with no commissions and proprietary research frameworks.
Role Description This is a full-time, on-site Wealth Advisor & Client Relationship Manager role based in the Greater Bengaluru Area. The role involves
Conducting detailed client assessments, prepare and present financial plans, recommend suitable solutions, and monitor plan implementation and performance.
Acting as a primary point of contact and building long term, trusted relationships with clients and their families for their advisory and servicing needs.
Conducting regular review meetings to understand changing financial goals, risk tolerance and provide timely updates on market developments and investment strategies in alignment with the company’s philosophy.
Ensuring smooth onboarding of clients, managing their transactions and co-ordination with central Operations team for timely execution.
Day-to-day responsibilities include managing client relationships, responding to queries, ensuring high service standards, and maintaining compliance with regulatory and internal guidelines. The role also includes collaborating with the research and advisory teams, contributing client insights, and supporting educational initiatives that promote financial literacy.
Qualifications
Bachelor’s degree or master's in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA (levels), or NISM modules are an advantage.
Excellent interpersonal and communication skills, with a client-centric mindset and ability to build long-term trusted relationships.
Strong analytical, numerical, and problem-solving abilities, with attention to detail and commitment to ethical, compliant advisory practices.
Prior experience in wealth advisory, investment advisory, or financial planning roles, preferably within SEBI-registered entities, is beneficial.

Work arrangement
No