Website:
wealthsagecapital.com
Job details:
Location: Remote
Company: Wealth Sage Capital
Compensation: 50 LPA - 1 Cr
About the Role
Wealth Sage Capital is seeking a highly driven Market Intelligence & Client Acquisition Manager to identify and develop opportunities for acquiring High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI). This role is ideal for professionals with strong research, analytical, and business development capabilities who can leverage public and proprietary information to identify potential clients and create a robust acquisition pipeline.
The successful candidate will combine market intelligence with strategic outreach to support the firm's growth in the private wealth management space.
Key Responsibilities
- Identify prospective HNI and UHNI clients using corporate filings, annual reports, MCA records, startup funding announcements, IPOs, promoter holdings, real estate transactions, business news, and other relevant public sources.
- Conduct market research to identify emerging wealth creation opportunities across industries and geographies.
- Build, maintain, and continuously enrich a qualified pipeline of prospective clients.
- Analyze corporate ownership structures, promoter shareholding patterns, fundraising events, mergers and acquisitions, and liquidity events to identify potential wealth management opportunities.
- Collaborate with Relationship Managers and leadership to prioritize high-potential prospects and support client acquisition strategies.
- Develop client profiles, opportunity reports, and market intelligence dashboards.
- Track industry trends, regulatory developments, and business events relevant to wealth creation.
- Maintain accurate prospect information and activity records in the CRM.
- Build strategic referral networks with professionals such as Chartered Accountants, Company Secretaries, lawyers, investment bankers, and other ecosystem partners.
- Support targeted campaigns and events aimed at expanding Wealth Sage Capital's HNI and UHNI client base.
Qualifications
- 5+ years of experience in market intelligence, business development, wealth management, private banking, investment advisory, financial services, or consulting.
- Strong understanding of HNI/UHNI wealth creation events and financial markets.
- Experience working with corporate databases, MCA filings, annual reports, shareholding disclosures, financial statements, and business intelligence platforms.
- Excellent analytical, research, and problem-solving skills.
- Strong networking and relationship-building capabilities.
- Outstanding written and verbal communication skills.
- Proficiency with Microsoft Excel, PowerPoint, CRM systems, and research tools.
Preferred Experience
- Experience in wealth management, private banking, family offices, investment banking, corporate finance, or financial research.
- Existing network within the HNI/UHNI ecosystem is an advantage.
- Familiarity with platforms such as MCA, NSE/BSE filings, Capital IQ, Bloomberg, Tracxn, Venture Intelligence, Crunchbase, or similar business intelligence tools.
What We Offer
- Opportunity to work with a fast-growing wealth management firm.
- High-impact role with direct visibility to senior leadership.
- Competitive compensation with performance-based incentives.
- Collaborative and entrepreneurial work environment.
- Opportunities for professional growth and long-term career development.
If you are passionate about uncovering opportunities, building meaningful client pipelines, and contributing to the growth of a leading wealth management firm, we'd love to hear from you.
Click on Apply to know more.