Lead Wealth Acquisition

Creddinv Technologies; Bengaluru; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Creddinv Technologies in Bengaluru is seeking a Lead Wealth Acquisition to drive onboarding of HNI/UHNI clients, investors, and high-value prospects. You will leverage a strong network in wealth management, private banking, and family offices to source opportunities and build long-term relationships.

The role requires 5–6 years of experience in wealth acquisition, exceptional negotiation and presentation skills, and a proven ability to manage the full sales cycle from prospecting to onboarding

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• MBA/PGDM in Finance, Marketing, or related discipline preferred.
• 5–6 years of experience in wealth acquisition or related roles.
• Strong network among HNI/UHNI clients and financial professionals.

Responsibilities

• Identify and acquire HNI/UHNI clients and high-net-worth individuals.
• Develop and maintain a robust pipeline of qualified prospects.
• Manage end-to-end sales cycle from lead generation to onboarding.
• Build relationships with wealth managers, private banks, and family offices.
• Deliver investment presentations and negotiate conversions.
• Track performance metrics and revenue contributions.

Skills

Wealth acquisition

Relationship management

Sales & negotiation

Networking

Presentation skills

Communication

Education

Bachelor's degree in Finance, Business Administration, Economics, or related field

MBA/PGDM in Finance, Marketing, or related discipline preferred

Job description

Job Title: Lead Wealth Acquisition

Experience: 5 to 6 Years
Location: Bengaluru
Employment Type: Full-Time
Work Mode: On-Site

About the Role

We are looking for an experienced and result-oriented Lead Wealth Acquisition to drive the acquisition and onboarding of HNI/UHNI clients, investors, and high-value prospects. The ideal candidate will have a strong network in the wealth management, private banking, family office, investment banking, financial services, or investment ecosystem.
The role will be responsible for identifying potential investors, building long-term relationships, understanding their investment requirements, and converting qualified prospects into active clients/investors.

Key Responsibilities

1. Wealth & Investor Acquisition

• Identify and acquire HNI/UHNI clients, investors, family offices, and high-net-worth individuals.
• Develop and maintain a strong pipeline of qualified prospects.
• Generate leads through personal networks, referrals, industry events, partnerships, and other channels.
• Drive the complete acquisition cycle from lead generation to onboarding and activation.
• Build a strong investor network across relevant markets and segments.

2. Relationship Management

• Build and maintain long-term relationships with HNI/UHNI clients and investors.
• Understand clients' financial objectives, investment preferences, risk appetite, and requirements.
• Conduct regular client meetings, presentations, and investment discussions.
• Maintain high levels of engagement and client satisfaction.

3. Business Development

• Develop and execute strategies to achieve wealth acquisition and revenue targets.
• Identify new market opportunities and potential investor segments.
• Establish relationships with wealth managers, private banks, family offices, financial advisors, investment professionals, and other ecosystem partners.
• Participate in networking events, conferences, investor meets, and industry forums.

4. Sales & Conversion

• Manage the complete sales funnel and ensure consistent movement of prospects through the acquisition process.
• Deliver presentations and explain investment opportunities, products, and value propositions.
• Negotiate with prospective clients and drive successful conversions.
• Maintain accurate records of leads, prospects, meetings, conversions, and revenue.

5. Strategic Relationship Building

• Develop strategic partnerships with wealth management firms, family offices, financial institutions, and other relevant organizations.
• Build a strong referral network for continuous investor acquisition.
• Explore new channels for acquiring high-value clients and investors.

6. Reporting & Performance Management

• Track weekly and monthly acquisition targets.
• Prepare pipeline and conversion reports for management.
• Monitor acquisition metrics including leads generated, meetings, conversions, AUM/revenue contribution, and client retention.
• Provide market intelligence and feedback on investor requirements and competitive trends.

Required Skills & Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• MBA/PGDM in Finance, Marketing, or a related discipline preferred.
• 5 to 6 years of experience in wealth acquisition, wealth management, private banking, investment banking, financial services, investor relations, or similar roles.
• Proven experience in HNI/UHNI client acquisition and relationship management.
• Strong existing network among HNI/UHNI clients, investors, family offices, wealth managers, or financial professionals will be an advantage.
• Strong understanding of investment products and financial markets.
• Excellent communication, presentation, negotiation, and relationship-management skills.
• Strong business development and sales orientation.
• Ability to independently manage the complete acquisition cycle.
• Strong networking and stakeholder-management capabilities.
• Comfortable working with revenue and acquisition targets.