Wealth Acquisition Manager

FundsIndia Private Wealth; Pune District; On-site; INR 800,000 - 1,600,000; Full time

Job summary

FundsIndia Private Wealth in Pune is seeking a Wealth Acquisition Manager to build and manage a high-net-worth client book and drive AUM growth by offering wealth management and investment solutions. You will acquire new HNI/UHNI clients, understand goals, and present a range of products including MF, PMS, AIF, stocks, bonds, FDs, and more.

The role demands networking, relationship-building, and a target-oriented approach to meet monthly and annual revenue targets.

Qualifications

• Experience in wealth management or private wealth/financial services.
• Proven ability to acquire and manage HNI/UHNI clients.
• Strong networking and relationship-management skills.

Responsibilities

• Acquire new HNI/UHNI clients through various channels.
• Build and grow client book and AUM on a consistent basis.
• Cross-sell and up-sell suitable investment and wealth management products.

Skills

Networking

Relationship management

Communication

Negotiation

Sales orientation

Job description

Job Description :

Wealth Acquisition Manager / Senior Wealth Acquisition Manager

Work Ex : 3 to 6 years in Wealth Management or AMC ,preferably Pune

Location : Only Pune Candidates

Role Objective :

To acquire and develop HNI/UHNI clients, build a strong client book and grow AUM (Assets Under Management) by offering suitable wealth management and investment solutions.

Key Responsibilities :

• Acquire new HNI/UHNI clients through various channels.
• Build and grow the client book and AUM on a consistent basis.
• Generate business through:
• Client referrals
• Professional networking
• Personal and professional contacts
• Previous client relationships/base
• Market references and open-market acquisition
• Understand clients' financial goals, investment requirements and risk profiles.
• Develop long-term relationships with HNI/UHNI clients and increase wallet share.
• Cross-sell and up-sell suitable investment and wealth management products.
• Regularly follow up with prospects and convert them into clients.
• Achieve monthly and annual acquisition, revenue and AUM targets.
• Maintain strong client relationships and ensure a high level of service.

Product Knowledge :

• Mutual Funds (MF)
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Stocks / Equities
• Bonds / NCDs
• Fixed Deposits (FDs)
• Unlisted / Pre-IPO Assets
• Other suitable wealth management and investment products

Candidate Profile :

• Experience in wealth management / private wealth / financial services.
• Proven ability to acquire and manage HNI/UHNI clients.
• Strong networking and relationship-management skills.
• Existing client network or ability to develop a strong HNI/UHNI network will be an advantage.
• Strong communication, presentation and negotiation skills.
• Target-oriented with a strong focus on AUM and revenue acquisition.