Job Description

We are seeking a dynamic and target-driven

Acquisition Manager - Wealth

to lead client acquisition and business expansion initiatives. The role focuses on acquiring

HNI, corporate clients, and B2B channel partners

, driving revenue growth through investment solutions, insurance products, and wealth management services. The ideal candidate will combine strong relationship-building skills with proven sales expertise in financial services.

Key Roles & Responsibilities

Client Acquisition

: Identify, approach, and onboard

HNI and corporate clients

for wealth management and investment portfolios.

B2B Partnerships

: Acquire and manage channel partners to expand the distribution network and increase revenue.

Business Growth

: Achieve acquisition targets and contribute to the overall business development strategy.

Cross-Selling

: Promote a comprehensive suite of products including

mutual funds, portfolio management services (PMS), alternate investment funds (AIF), insurance (life, health, motor), and loans

.

Market Research

: Perform data mining, lead generation, and profiling to identify potential opportunities.

Relationship Management

: Build and nurture long-term professional relationships with clients and partners.

Sales Promotions

: Plan and execute acquisition campaigns and promotional activities.

MIS & Reporting

: Maintain accurate acquisition records, prepare regular reports, and share insights with senior management.

Compliance

: Ensure adherence to regulatory norms, company policies, and industry standards.

Required Skills & Competencies

Excellent communication, negotiation, and presentation skills. Strong interpersonal and networking abilities. Target-oriented with proven business development skills. Sound understanding of

wealth management products, financial markets, and investment strategies

. High commercial awareness with problem-solving ability. Proficiency in MS Office, CRM tools, and digital business platforms.

Qualifications & Experience

Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field (MBA preferred). 1+ years of proven experience will be preferred in client acquisition, wealth management, or financial services. Prior exposure to HNI/corporate client handling and B2B acquisition will be highly advantageous.

Compensation & Benefits

Salary Package

: ₹2.5LPA - ?4 LPA (Fixed + Performance-based Incentives). Lucrative incentive structure linked to acquisition targets and revenue generation. Additional benefits and allowances as per company policy. Career progression opportunities to

Senior Acquisition Manager / Business Head

roles.
Job Type: Full-time

Pay: ₹10,000.00 - ₹33,000.00 per month

Education:

Bachelor's (Preferred)
Experience:

total work: 1 year (Preferred) Sales: 1 year (Preferred) Management: 1 year (Preferred)
Language:

English (Preferred)
Work Location: In person