Toros (Soul Finspire) is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience, strong HNI relationships, and award-winning expertise in mutual funds and comprehensive wealth solutions. The team combines deep market insight with a fast-paced, entrepreneurial culture where ownership, speed of execution, and client-centric thinking are core values.
Role Overview
- Lead acquisition and relationship management of clients across Gujarat using your own strong local network.
- Design and review portfolios with a focus on asset allocation, tax efficiency, and long-term goal planning.
- Cross-sell mutual funds and other investment products while delivering continuous, high-quality advisory.
Cultural Fit
- Thrive in an agile, fast-growing environment that demands nimbleness, quick decision-making, and comfort with changing priorities.
- Take ownership like a founder: build processes, refine workflows, and adapt as the business scales rather than relying on rigid structures.
- Bring a relationship-first mindset, high integrity, and the maturity to handle sophisticated HNIs in dynamic market conditions.
Qualifications
- 3–5 years in wealth management/financial advisory with an existing client book in Gujarat.
- Strong communication, analytical skills, and comfort with data/Excel and portfolio discussions.
- Certifications such as CFP, CWM, or CFA are an added advantage.
Visit us on https://www.soulfinspire.com/
Write to us on [Confidential Information]
