Strategic Wealth Acquisition Specialist

2 days ago

Raipur, Chhattisgarh, India beBeeWealth Full time ₹ 16,00,000 - ₹ 24,00,000

About the Role:

We are seeking a skilled Wealth Strategist to join our team. As a key member of our New Business Development department, you will be responsible for acquiring new high net worth individuals and ultra-high net worth individuals as clients and positioning us as their trusted wealth partner.

Key Responsibilities:

  • Drive new client acquisition across HNI/UHNI/NRI segments
  • Conduct discovery meetings to understand client goals, risk appetite, and wealth aspirations
  • Pitch and onboard clients across Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Bonds, Insurance, and Trading accounts
  • Achieve monthly/quarterly client acquisition and revenue targets
  • Work with Research & Product Development teams to position investment opportunities
  • Conduct seminars/webinars, networking events, and referrals for lead generation
  • Ensure CRM hygiene (Bitrix24) with updated client interactions, follow-ups, and pipeline management
  • Adhere to compliance, documentation, and process standards

Key Performance Indicators (KPI):

  • New client accounts acquired per month/quarter
  • First-year revenue from new clients (trading + investment)
  • Lead conversion ratio
  • Seminar/Referral contribution
  • CRM hygiene & process compliance

Requirements:

  • MBA/PGDM (Finance/Marketing) or equivalent
  • 1-3 years of client acquisition/sales experience in wealth management, PMS, AIF, or BFSI domain
  • Strong HNI network and business development skills
  • Excellent communication, presentation, and interpersonal skills
  • Entrepreneurial mindset with 10X growth orientation

About Us:

We are a boutique wealth management company serving HNI, UHNI, and NRI families across India and UAE. With 11+ years of legacy, our mission is to create long-term legacies through Mission Integrity, Mission Culture, and Mission Growth.

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