Senior Wealth Acquisition Specialist

7 days ago

Delhi NCR Delhi, India beBeeBusiness Full time
Job Title: Branch Relationship Manager

We are seeking a Branch Relationship Manager to manage relationships with high-net-worth individuals (HNIs) and drive business growth.

The role involves acquiring new clients, identifying opportunities to cross-sell wealth products, and collaborating with internal teams to resolve customer queries. To be successful in this role, you will need a strong understanding of retail liabilities and market trends to provide tailored solutions and meet organizational targets.

Key Responsibilities:

  • Client Relationship Management: Manage relationships with high-net-worth individuals (HNIs) to acquire new clients and grow existing ones.
  • Sales & Cross-Selling: Identify opportunities to cross-sell wealth products such as PMS, AIF, MF, Bonds, and Insurance to increase revenue.
  • Product Knowledge: Develop and maintain a strong understanding of the retail liabilities business to provide tailored solutions to customers.
  • Customer Service: Collaborate with internal teams to resolve customer queries and issues related to banking services.
  • Market Analysis: Analyze market trends and competitor activity to stay ahead in the market.

Required Skills & Qualifications:

  • Strong knowledge of CASA Sales, CASA handling, HNI client handling, retail liabilities, portfolio management, and wealth product sales.
  • Excellent communication skills for effective relationship management with HNIs.
  • Ability to work independently with minimal supervision while meeting targets.
  • Bachelor's degree in Business, Finance, or a related field, or equivalent experience.

  • Director- Wealth Management

    4 weeks ago

    Delhi, Delhi, India JR Laddha Financial Services Pvt. Ltd. Full time

    Job Title Director- Wealth Management - Business Development Location Delhi Bangalore Reports To Manoj Laddha Department Wealth Management Compensation INR 40 - 45 LPA Fixed Performance-Based Incentives Role Overview As the Director of Wealth Management you will be responsible for leading the Wealth Management division ...

  • Wealth Manager

    3 weeks ago

    Gurugram, Delhi, Delhi NCR, India Avani Consulting Full time

    Job DescriptionThis role is for a Wealth Manager responsible for growing revenue across a diverse range of financial products. The ideal candidate will focus on asset gathering, client acquisition, and managing a mapped client book to increase both Assets Under Management (AUM) and overall revenue.Key Responsibilities- Grow revenues from a variety of...

  • Manager wealth management

    2 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...

  • Senior Wealth Creator

    4 days ago

    Delhi, Delhi, India beBeeFundraising Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    About AFI Firmagi is a fast-growing Alternative Investment Fund (AIF) firm focused on delivering differentiated investment strategies to sophisticated investors.We are building a high-performance team passionate about wealth creation, innovation, and long-term relationships.Job OverviewWe seek a dynamic Relationship Manager/Wealth Manager with a proven track...

  • Wealth Manager and Portfolio Specialist

    1 week ago

    Delhi NCR, Delhi, Gurgaon / Gurugram, India beBeePortfolio Full time US$ 9,00,000 - US$ 12,00,000

    Key ResponsibilitiesWe are seeking a Wealth Manager and Portfolio Specialist to enhance our high net worth customer relationships.The ideal candidate will have experience in managing complex financial portfolios, increasing customer profitability, and capturing larger shares of the wallet.Secondary Responsibilities:Evaluate growth strategies based on...

  • Wealth Manager

    2 days ago

    Delhi, Delhi, India AGI Full time

    About Us We are a fast-growing Alternative Investment Fund (AIF) firm, focused on delivering differentiated investment strategies to sophisticated investors. As a startup AIF, we are building a high-performance team passionate about wealth creation, innovation, and long-term relationships. We are seeking a dynamic Relationship Manager / Wealth Manager with...

  • Strategic Wealth Manager

    6 days ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000

    Job OverviewWe are seeking a highly skilled Senior Private Banker to join our team. In this role, you will be responsible for managing the financial planning and portfolio services of high net worth clients.Key Responsibilities:Customer Acquisition: Acquire new clients with an investable surplus of at least 1 Cr. (10 million INR)Financial Planning: Provide...

  • Wealth management operations analyst

    2 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Managementto join our team in New Delhi. This is an immediate opening for candidates who thrive in anentrepreneurial, high-impact environment and have prior frontline experience in M& A and PrivateEquity transactions.About Maple Capital AdvisorsMaple Capital Advisors ( is a...

  • Manager Wealth Management

    2 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    2 days ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...