NISM VA CERTIFIED Mutual Fund Advisor/City Head/ Rgional Head

Company Description Urban Money is Indias first unbiased loan advisory services firm, specializing in a wide range of loans and mortgage solutions. The organization brings together professionals from leading banking and financial institutions such as HSBC, Citibank, Standard Chartered, ICICI, and others to deliver comprehensive borrowing solutions. As a distributor for many reputed financial institutions, Urban Money provides clients with multiple lender options and seamless end-to-end support. Its private banking–style model assigns dedicated loan portfolio counselors to manage the entire borrowing process, including product selection, documentation, and guidance on taxation and insurance. Urban Money currently operates in 650+ locations across India, facilitating home loans for a large and diverse customer base.

Role Description

This is a full-time, on-site role based in ALL METRO CITIES OF INDIA for a NISM VA Certified Mutual Fund Advisor / City Head / Regional Head at Urban Money. The role involves advising clients on mutual fund investments, financial planning, and long-term wealth creation aligned with their financial goals and risk profiles. Responsibilities include managing and growing a client portfolio, conducting regular portfolio reviews, and ensuring compliance with regulatory and internal policies. The position also requires building and leading a local team, driving business targets within the city or region, and maintaining strong relationships with financial institutions and distribution partners. The Advisor / City Head / Regional Head will collaborate with internal stakeholders to enhance client experience, streamline processes, and contribute to regional growth strategies.

Qualifications

• Strong foundation in Financial Planning and Retirement Planning, with the ability to design goal-based financial roadmaps for clients.
• Solid understanding of Finance and Investments, including mutual funds and related market-linked products.
• Demonstrated experience in Financial Advisory, providing unbiased, client-centric recommendations.
• Mandatory NISM VA Certification (Mutual Fund Distributor) with up-to-date knowledge of regulatory requirements.
• Proven track record in sales or business development in financial services, preferably in mutual funds or wealth management.
• Experience in team leadership or territory management for City Head / Regional Head level roles.
• Excellent communication, presentation, and relationship-management skills, with a client-first approach.
• Bachelors degree in Finance, Commerce, Business, Economics, or a related field; relevant post-graduate qualifications (e.g., MBA, CFP) are an advantage.
• Comfort working with digital tools, CRM systems, and basic data analysis for portfolio and performance tracking.