Financial Advisor

About us

Labyrinth Fintech LLP is a Kolkata-based wealth management firm advising HNI and UHNI families, business owners, professionals and NRIs. We offer goal-based advice across mutual funds, PMS, AIF, SIF, direct equity and structured products.

Role summary

The Financial Advisor owns the full client journey: finding new HNI clients, serving the existing HNI and understanding their goals and risk profile, and recommending the right mix of products. You will build your own client book, grow it through reviews and referrals, and be measured on new-client AUM, net inflows and client retention.

Key responsibilities

• Client acquisition : Source and convert new HNI/UHNI clients through personal networks, referrals, seminars, events and firm-generated leads.
• Servicing existing : Serve existing Clients and upsell and crossell
• Needs discovery: Hold structured first meetings to map each client's goals, time horizon, liquidity needs and risk profile.
• Product recommendation: Recommend suitable solutions across mutual funds (regular plans), PMS, AIF, SIF, direct equity and structured products, matched to the client's risk profile and suitability norms.
• Portfolio reviews: Review prospects' existing portfolios, identify underperformers and overlap, and present clear restructuring proposals.
• Onboarding: Coordinate KYC, account opening and first investments with the operations team for a smooth start.
• Relationship management: Conduct periodic reviews, keep clients informed during market volatility, and grow wallet share and SIP book.
• Referrals and networks: Build referral partnerships with doctors, CAs, business associations and NRI communities.
• Pipeline discipline: Maintain meeting notes (MOM), follow-ups and pipeline status in the firm's CRM, and meet monthly acquisition and inflow targets.

Must-have

• Graduate in any discipline
• 3+ years in BFSI sales or advisory wealth management, private banking, AMC or a broking/distribution firm with direct HNI client exposure
• Proven record of acquiring new clients and growing AUM
• Fluent English; Bengali and/or Hindi strongly preferred
• Based in Kolkata (or willing to relocate) and able to work from our BRR Basu Road office
• Good-to-haveAny AIF or SIF certification
• CFP, CWM, or NISM X-A / X-B (Investment Adviser)
• An existing HNI client book or strong network in the Kolkata business, medical or NRI community
• Experience running seminars, investor events or referral programmes
• MBA (Finance/Marketing)
• Comfort with Excel and CRM tools for portfolio reviews and pipeline tracking
• Compensation, location and how to apply

Fixed CTC: ₹3–7 LPA, based on experience and client book

Incentive:

Performance-linked, on new-client AUM, net inflows, SIP book and revenue uncapped for top performers