Wealth Management Associate

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 w e 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

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.