Wealth Acquisition Manager

Company Description

FundsIndia Private Wealth is India's premier investment platform, renowned for delivering seamless investment solutions nationwide. With a blend of innovative digital tools and expert personalized advisory, FundsIndia Private Wealth focuses on enhancing financial well-being. Its investor-centric approach ensures diverse investment opportunities tailored for clients from all financial segments. The company is committed to empowering individuals and offering superior investment experiences.

Role Description

The Wealth Acquisition Manager is a full-time, on-site position based in Chennai. The role encompasses identifying and acquiring high-net-worth clients, promoting a diverse range of tailored financial solutions, and building strong client relationships to fulfill their investment needs. You will collaborate with the advisory team to create personalized investment strategies and ensure client satisfaction, while also meeting revenue generation targets. Staying updated on market trends and maintaining compliance with financial regulations are integral to this role.

Qualifications

• Need to Acquire HNI /UHNI clients , Should have strong client engagement skills ,Knowledge on Mutual funds / stocks / investment planning, and wealth management.
• Strong communication, negotiation, and interpersonal skills to build and maintain client relationships.
• Ability to analyze financial markets, assess investment trends, and create customized portfolios for varied client needs.
• Experience in sales, business development, and achieving revenue targets within the financial domain.
• Knowledge of regulatory guidelines in investment and wealth management sectors.
• Bachelor's degree in Finance, Business Administration, Economics, or a related field; MBA