Wealth Acquisition Manager

Company Description

InCred Wealth is one of India’s fastest-growing wealth management firms, managing over INR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.

Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We offer:

• Access to leading equity, debt, alternate, and dollar-denominated products.
• Proprietary fixed income & equity capabilities.
• Innovative debt opportunities curated through our network.
• A unique engagement platform providing clients simultaneous access to boutique and mainstream money managers at negotiated fee structures.

At InCred Wealth, we empower professionals with the tools, network, and support needed to deliver world-class wealth management solutions.

Role: Wealth Acquisition Manager

Location: Chennai (On-site, Full-Time)

We are seeking a highly motivated Wealth Acquisition Manager to join our growing team in Chennai. This role is ideal for a dynamic individual passionate about wealth management, client acquisition, and building long-term relationships with high-net-worth individuals.

Key Responsibilities

• Identify, acquire, and onboard HNI & UHNI clients through proactive networking, referrals, and market engagement.
• Understand client needs and design tailored investment strategies leveraging InCred’s open-architecture platform.
• Deliver comprehensive wealth solutions across asset classes, including equity, debt, alternates, and structured products.
• Maintain and grow client relationships by providing ongoing portfolio reviews, market insights, and advisory support.
• Stay updated with financial markets, regulatory changes, and investment trends to provide clients with cutting-edge advice.
• Collaborate with internal specialists (research, product, structuring teams) to deliver differentiated client experiences.

Qualifications & Skills

• Proven track record in acquiring and managing high-net-worth clients (experience in private banking, wealth management, or investment advisory preferred).
• Strong business development skills with a deep understanding of financial products and asset classes.
• Excellent communication, interpersonal, and relationship management skills.
• Entrepreneurial mindset with the ability to work independently and drive results.
• Relevant certifications in Finance and Investments will be an added advantage.