Wealth Acquisition Manager

Company Description

FundsIndia is one of India's largest investment and mutual fund platforms, managing nearly Rs. 10,000 crores for over 25 lakh loyal investors. Recognized as the fastest-growing platform, FundsIndia has received several awards. We aim to democratize access to India's financial system and provide sophisticated investment advice to everyone. Join us as we inspire a new generation of investors and revolutionize the investment industry.

Role Description

This is a full-time, on-site role for a Wealth Acquisition Manager located in Chennai. The Wealth Acquisition Manager will be responsible for identifying and acquiring high-net-worth clients, providing investment advice, and managing client portfolios. The role also involves maintaining client relationships, conducting financial planning, and staying updated with market trends to offer the best investment solutions.

Qualifications

• Skills in identifying and acquiring high-net-worth clients ,and maintaining client relationships
• Experience in providing investment advice and managing client portfolios
• Knowledge in conducting financial planning and staying updated with market trends
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Relevant certifications in finance or investment management are a plus
• Bachelor's degree in Finance, Business Administration, or a related field