Job Title

Join Floatr as a Wealth Manager in BangaloreYou should have 5+ Years of Experience as Wealth ManagerKey Responsibilities:Demonstrate strong expertise in Mutual Funds, Bonds, and Life & Health Insurance products, with the ability to assess client profiles and recommend the most suitable solutions for both HNI and retail clientsAcquire new clients through lead generation, referrals, and direct outreachUnderstand clients’ financial goals and deliver tailored investment and insurance adviceOversee the onboarding process primarily via the Floatr platform, with in-person assistance when requiredBuild and maintain lasting relationships through consistent follow-ups, portfolio reviews, and proactive client engagementStay current with market trends, regulatory updates, and emerging financial productsConsistently meet or exceed individual and team sales targetsKey Requirements:Bachelor's degree in Finance, Commerce, Business, or a related field (NISM certification is an advantage)Demonstrated success in selling financial and investment productsWell-established network of HNI and corporate clientsExcellent communication, interpersonal, and relationship-building skillsStrong understanding of capital markets, mutual funds, insurance, and wealth management solutionsSelf-driven with the ability to work independently and manage client portfolios with confidenceWhat We Offer:Competitive compensation with a performance-driven structure: 60% fixed and 40% variable, plus additional incentives for exceeding targetsStock options to build long-term wealth and share in the company’s growthClear career progression with ongoing learning and development in wealth managementA collaborative, supportive, and high-performance work environmentWhy Floatr?At Floatr, we are redefining financial wellness. Join a dynamic team where you’ll have the opportunity to make a tangible impact on clients’ financial futures. We offer a collaborative, growth-oriented environment where your expertise will help shape the financial wellness journey for individuals and families alike.