Wealth Acquisition Manager

Company Description FundsIndia is one of India's largest investment and mutual fund platforms with nearly Rs. 10,000 crores invested by over 25 lakh loyal investors. Recognized as the fastest-growing platform in the sector, FundsIndia has received several awards. We provide access to sophisticated investment advice for everyone and strive to inspire a new generation of investors. Join us as we re-architect the investment industry and make financial systems accessible to all. Role Description This is a full-time, on-site role for a Wealth Acquisition Manager based in Chennai. The Wealth Acquisition Manager will engage in day-to-day tasks of identifying potential clients, providing investment advice, managing client relationships, and achieving sales targets. The role also involves understanding client financial goals, recommending suitable investment products, and staying updated on the latest market trends and developments. Qualifications Proven experience in Wealth Management, Financial Planning, and Investment Advisory Sales and Relationship Management skills Excellent communication and interpersonal skills Strong analytical, research, and problem-solving abilities Knowledge of financial markets, investment products, and regulatory requirements Master’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFA, CFP) Ability to work efficiently within a team and independently Proficiency in financial software and tools Show more Show less