Financial Market Expert

1 day ago


Kolkata, West Bengal, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000

Wealth Acquisition Specialist – Client Expansion

Join a forward-thinking organization as a highly motivated and entrepreneurial Wealth Acquisition Specialist to drive the growth of our client base. This role is focused on acquiring new clients, identifying business opportunities, and promoting our investment products and services.

Job Description:

The ideal candidate will have a strong understanding of financial markets and a passion for delivering value-driven solutions to new clients.

Key Responsibilities:

1. Proactively acquire new retail and high net worth (HNI) clients through direct outreach, referrals, networking, and market mapping.

2. Identify and pursue business development opportunities to expand the client base and assets under management (AUM).

3. Understand prospective clients' financial goals, risk appetite, and investment preferences to offer tailored solutions.

4. Conduct effective presentations and pitch investment offerings, including equities, mutual funds, bonds, insurance, and other products.

5. Collaborate with internal teams to ensure seamless onboarding and customer experience.


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