Wealth Acquisition Manager

Company Description

FundsIndia is one of India's largest investment and mutual fund platforms, managing nearly Rs. 10,000 crores for over 25 lakh loyal investors. Recognized as the fastest-growing platform, FundsIndia has received several awards. The company believes in providing everyone with access to India's financial system and sophisticated investment advice. FundsIndia is on a mission to inspire a new generation of investors and is focused on re-architecting the investment industry. Join us on this fantastic journey to revolutionize investment services.

Role Description

This is a full-time on-site role for a Wealth Acquisition Manager located in Chennai. The Wealth Acquisition Manager will be responsible for identifying and acquiring new clients, managing client relationships, providing tailored investment advice, and achieving sales targets. Day-to-day tasks include conducting market research, developing effective sales strategies, and ensuring compliance with regulatory standards. The role also involves collaborating with other teams to integrate cross-functional processes and improve service offerings.

Qualifications

• Experience in Client Acquisition, Relationship Management, and Sales
• Strong knowledge of Financial Markets, Investment Products, and Wealth Management
• Excellent Communication, Interpersonal, and Negotiation skills
• Bachelor's degree in Finance, Business Administration, or a related field

Skills Required

Relationship Management, Sales, Wealth Management, Client Acquisition, Financial Markets, investment products