Wealth Acquisition Manager

2 - 6 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be joining FundsIndia, one of India's largest investment platforms, with a mission to provide accessible and sophisticated investment advice to investors. As a Wealth Acquisition Manager based in Chennai, your responsibilities will include acquiring new clients, managing client relationships, offering financial advisory services, and driving sales of investment products. Your daily tasks will involve identifying potential clients, conducting financial needs analysis, developing customized investment strategies, and ensuring the highest level of client satisfaction. Key Responsibilities: - Acquiring new clients and managing client relationships - Providing financial advisory services and driving sales of investment products - Identifying potential clients and conducting financial needs analysis - Developing customized investment strategies - Ensuring the highest level of client satisfaction Qualifications: - Client acquisition and relationship management skills - Experience in financial advisory services and investment product sales - Strong understanding of financial markets and investment products - Excellent communication and interpersonal skills - Proven ability to develop customized investment strategies - Relevant certifications such as CFP, CFA, or equivalent are beneficial - Bachelor's degree in Finance, Economics, Business, or a related field,

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