Portfolio Development Specialist

Company Description

FundsIndia Private Wealth is India's leading investment platform, dedicated to providing seamless financial solutions tailored to investors' needs. Leveraging cutting-edge technology, the company offers innovative and personalized advisory services to deliver superior investment experiences. By focusing on an investor-centric approach, FundsIndia Private Wealth ensures financial well-being and growth for individuals across various investor segments. The platform empowers investors with robust digital tools and a commitment to excellence in wealth management.

Role Description

This is a full-time on-site position based in Chennai for a Wealth Acquisition Manager at FundsIndia Private Wealth. In this role, you will focus on acquiring and managing high-net-worth clients by understanding their investment goals and providing tailored financial solutions. Responsibilities include identifying potential clients, building strong relationships, offering expert financial advice, and ensuring the growth of client portfolios. Additionally, the role requires active collaboration with internal teams to optimize client experiences and enhance long-term satisfaction.

Qualifications

• Strong financial acumen knowledge of investment products, and wealth management strategies
• Excellent communication, relationship-building, and client engagement skills
• Proven expertise in sales, business development, and client Acquisition
• Proficiency in financial technologies and tools related to wealth management
• Proactive attitude, ability to meet targets, and a client-focused approach
• Bachelor's or advanced degree in Finance, Business, Economics, or a related field
• Prior experience in wealth management, banking, or financial services under sales is an added advantage