Senior wealth onboarding Consultant/ B2C Fintech

💼 Job Title: *Senior Wealth Onboarding Consultant | B2C Fintech, Chennai*
📍 Location: Chennai (Work from Office) 🕒 Employment Type: Full-time 📊 Experience: 3–5 Years in Financial Services, specialization in PMS / AIF ---🔍 Role Overview: A rapidly expanding B2C fintech company based in Chennai is hiring a Senior Wealth Onboarding Consultant to accelerate investor acquisition and onboarding for its Portfolio Management Services (PMS) offerings. If you're passionate about wealth management and building strong investor relationships, this role offers an exciting opportunity to make a meaningful impact.---🎯 Key Responsibilities:- Convert qualified inbound leads into PMS clients through structured, consultative engagement. - Understand investor needs and financial goals to recommend appropriate PMS or AIF solutions. - Communicate via phone, email, and WhatsApp to drive conversations and build trust. - Collaborate closely with internal teams—advisory, research, and operations—for seamless onboarding. - Maintain detailed and timely CRM records for all prospect interactions. - Share client and market insights with the marketing team to optimize lead quality and conversion strategies.---📈 Success Metrics:- Hit monthly and quarterly conversion targets aligned with business goals. - Ensure high customer satisfaction throughout the onboarding lifecycle. - Provide actionable feedback to enhance onboarding processes and improve pipeline efficiency.---🧠 Ideal Candidate Profile:- 3–5 years of experience in financial services with specialization in PMS / AIF sales or onboarding. - Strong grasp of PMS / AIF, mutual funds, and investment advisory models. - Excellent verbal and written communication skills in English; proficiency in Hindi or a regional language is an added advantage. - Comfortable with CRM systems, spreadsheets, and digital communication tools. - Ethical, customer-centric, and adept at building long-term relationships. - *Holds the NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination.* ---🌟 What’s in It for You:- Competitive salary with performance-linked incentives. - Career growth opportunities within a leading fintech innovator in the wealth management space. - Exposure to advanced investment solutions and a collaborative, learning-driven work culture.-