Website:
befiqrr.com
Job details:
Job Title: Wealth Acquisition Manager
Company: Befiqrr.com ( Rupendu Nayak Global Finmart LLP)
Location: Bangalore
Employment Type: Full-Time
About Befiqrr.com
Befiqrr.com is a fast-growing wealth management and financial advisory company dedicated to helping individuals and families achieve their financial goals through personalized investment and wealth-building solutions. We are seeking ambitious and result-oriented professionals to join our team and drive client acquisition and business growth.
Job Summary
The Wealth Acquisition Manager will be responsible for acquiring new clients, building strong relationships, understanding client financial needs, and promoting suitable wealth management solutions. This is a sales-driven role that requires a strong focus on business development, client engagement, and revenue generation.
Key Responsibilities
• Identify, prospect, and acquire new clients for wealth management services.
• Generate leads through referrals, networking, cold calling, digital channels, and strategic partnerships.
• Understand client financial goals and recommend appropriate investment and wealth management solutions.
• Conduct client meetings, presentations, and financial discussions.
• Build and maintain long-term relationships with clients to enhance retention and cross-selling opportunities.
• Achieve monthly, quarterly, and annual sales targets.
• Maintain a robust sales pipeline and provide regular business updates.
• Coordinate with internal teams to ensure seamless onboarding and servicing of clients.
• Stay updated on market trends, investment products, and regulatory developments.
• Ensure compliance with company policies and applicable regulations.
Desired Qualifications
• Bachelor’s degree in Finance, Business Administration, Commerce, Economics, or a related field.
• MBA, CFP, NISM, or other financial certifications will be an added advantage.
• 0-4 years of experience in wealth management, financial services, banking, insurance, mutual funds, or investment sales.
• Strong sales and client acquisition experience or understanding.
• Excellent communication, negotiation, and relationship management skills.
• Self-motivated, target-oriented, and entrepreneurial mindset.
• Ability to work independently and as part of a team.
Key Skills
• Sales & Business Development
• Wealth Management
• Client Acquisition
• Investment Advisory
• Relationship Management
• Lead Generation
• Financial Planning
• Communication & Presentation Skills
Compensation
• Competitive Fixed Salary
• Attractive Performance-Based Incentives
• Career Growth Opportunities
• Learning and Development Support
Why Join befiqrr.com?
• Opportunity to be part of a growing wealth management platform.
• High-growth career path with performance-driven rewards.
• Dynamic and entrepreneurial work environment.
• Access to a wide range of financial products and solutions.
If you are passionate about sales, client relationships, and helping individuals build wealth, we would love to hear from you.
Click on Apply to know more.