Digital Client Counsellor

About Ionic Wealth

Ionic Wealth is the wealth management business of Angel One.

The Role

A digital-first client role focused on engaging with qualified leads and converting them into clients through portfolio reviews and tailored solutions.

Key Responsibilities

• Engage assigned leads quickly to establish credibility and schedule portfolio reviews.
• Conduct thorough portfolio reviews, analyzing concentration, overlap, cost drag, tax inefficiency, and performance.
• Introduce relevant Ionic Wealth offerings such as PMS, AIF, SIF, bonds, unlisted equity, and mutual funds.
• Convert prospects by handling objections, involving specialists when needed, and closing deals.
• Ensure a smooth onboarding process, coordinating with operations, compliance, and product teams.
• Maintain early client relationships by addressing queries and providing support.

Requirements & Tech Stack

• Digital-first client role.
• Prospects with ₹50 lakh+ portfolios or those who have actively approached Ionic Wealth.
• Focus on substantive portfolio conversations rather than high-volume cold calling.

Qualifications

• 0–2 years of experience in wealth management, broking, private banking, investment sales, or a related client-facing financial role.
• Freshers with market grounding are welcome.
• Working knowledge of mutual funds and PMS.
• Ability to read a portfolio and form an informed view.
• Process orientation.
• Relevant NISM certifications in place or clearable quickly.
• Clear, confident spoken English plus at least one other Indian language.
• Graduate or postgraduate degree, preferably in finance, commerce, economics, or business.
• Exposure to AIFs, bonds or unlisted equity is a plus.
• CWM, CFP or progress towards CFA is a bonus.