Associate – Wealth Acquisition

Barakah Finserve LLP, an AMFI-registered Mutual Fund Distributor based in Hyderabad, is looking to onboard Associates – Wealth Acquisition to join our growing wealth management team in Hyderabad .

At Barakah Finserve we partner with individuals, families, businesses, and institutions to help them grow, manage, and protect their wealth through Mutual Funds, PMS, AIFs, Direct Equities, Insurance, and comprehensive financial advisory.

Role : Associate – Wealth Acquisition

A client-facing role focused on identifying prospects, understanding financial goals, and onboarding clients into suitable investment solutions.

Key Responsibilities

Acquire new clients and promote Mutual Funds, PMS, AIFs, Insurance, and Estate & Succession Planning solutions.

Conduct needs-based assessments and recommend relevant financial strategies.

Build long-term client relationships with consistent engagement and follow-ups.

Generate and nurture leads across multiple channels.

Achieve monthly and quarterly acquisition milestones.

Ensure compliance, documentation accuracy, and superior client satisfaction.

Ideal Candidate Profile

MBA (Freshers) OR Commerce graduates with 2–3 years of experience in financial services.

Basic understanding of capital markets and wealth products.

NISM Series V-A certification (preferred or to be completed shortly after joining).

Strong communication and interpersonal skills.

Target-driven, proactive, and customer-focused mindset.

Compensation

Attractive, industry-aligned remuneration based on experience & performance

How to apply

Send your CV to maqbool.fatima@barakahfinserve.com or DM us on LinkedIn.