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Associate – Wealth Acquisition
Associate – Wealth AcquisitionBarakah Finserve • Pune, IN
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Associate – Wealth Acquisition

Associate – Wealth Acquisition

Barakah Finserve • Pune, IN
2 days ago
Job description

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

  • 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 .

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    Associate Acquisition • Pune, IN

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