Wealth Acquisition Manager-B2B

9 hours ago

Delhi, Delhi, India GREEN GAIN Full time ₹ 25,00,000 - ₹ 40,00,000 per year

We are seeking a dynamic and target-driven Acquisition Manager – Wealth to lead client acquisition and business expansion initiatives. The role focuses on acquiring HNI, corporate clients, and B2B channel partners, driving revenue growth through investment solutions, insurance products, and wealth management services. The ideal candidate will combine strong relationship-building skills with proven sales expertise in financial services.

Key Roles & Responsibilities

  • Client Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios.
  • B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue.
  • Business Growth: Achieve acquisition targets and contribute to the overall business development strategy.
  • Cross-Selling: Promote a comprehensive suite of products including mutual funds, portfolio management services (PMS), alternate investment funds (AIF), insurance (life, health, motor), and loans.
  • Market Research: Perform data mining, lead generation, and profiling to identify potential opportunities.
  • Relationship Management: Build and nurture long-term professional relationships with clients and partners.
  • Sales Promotions: Plan and execute acquisition campaigns and promotional activities.
  • MIS & Reporting: Maintain accurate acquisition records, prepare regular reports, and share insights with senior management.
  • Compliance: Ensure adherence to regulatory norms, company policies, and industry standards.

Required Skills & Competencies

  • Excellent communication, negotiation, and presentation skills.
  • Strong interpersonal and networking abilities.
  • Target-oriented with proven business development skills.
  • Sound understanding of wealth management products, financial markets, and investment strategies.
  • High commercial awareness with problem-solving ability.
  • Proficiency in MS Office, CRM tools, and digital business platforms.

Qualifications & Experience

  • Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field (MBA preferred).
  • 1+ years of proven experience will be preferred in client acquisition, wealth management, or financial services.
  • Prior exposure to HNI/corporate client handling and B2B acquisition will be highly advantageous.

Compensation & Benefits

  • Salary Package: ₹2.5LPA – ₹4 LPA (Fixed + Performance-based Incentives).
  • Lucrative incentive structure linked to acquisition targets and revenue generation.
  • Additional benefits and allowances as per company policy.
  • Career progression opportunities to Senior Acquisition Manager / Business Head roles.

Job Type: Full-time

Pay: ₹10, ₹33,000.00 per month

Education:

  • Bachelor's (Preferred)

Experience:

  • total work: 1 year (Preferred)
  • Sales: 1 year (Preferred)
  • Management: 1 year (Preferred)

Language:

  • English (Preferred)

Work Location: In person

  • Wealth Relationship Intern-Acquisition

    11 hours ago

    Delhi, Delhi, India GREEN GAIN Full time ₹ 2,40,000 - ₹ 7,20,000 per year

    Internship – Wealth Relationship (B2B & Client Acquisition)We are looking for enthusiastic and driven Wealth Relationship Interns to support our wealth management business. This internship offers practical exposure to B2B partnerships, HNI/corporate client acquisition, and end-to-end wealth management solutions. Interns will work closely with senior wealth...

  • Wealth Management Associate

    4 days ago

    Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Full Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...

  • Acquisition Manager

    1 week ago

    Delhi, Delhi, India GREEN GAIN FINANCIAL SERVICES LLP Full time ₹ 2,51,000 - ₹ 4,10,000 per year

    About the job:Key Responsibilities: 1. Client Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios. 2. B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue. 3. Business Growth: Achieve acquisition targets and...

  • Wealth Relationship Manager

    9 hours ago

    Delhi, Delhi, India GREEN GAIN Full time ₹ 3,00,00,000 - ₹ 6,00,00,000 per year

    We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.Key Roles &...

  • Wealth Manager

    1 week ago

    Delhi, Delhi, India ONE Horizon Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Responsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus

  • Wealth Management – Research

    1 week ago

    Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

  • Senior Wealth Manager

    6 hours ago

    Delhi, Delhi, India Talengage Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionOur client is one of the leading NBFC.Wealth Manager / Sr Manager WealthExperience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur,Education - UG / PGRole DescriptionExperience in private wealth management, portfolio management, and client...

  • Director- Wealth Management

    10 hours ago

    Delhi, Delhi, India JR Laddha Financial Services Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR LPA (Fixed) + Performance-Based Incentives._____________________________________________________________________________Role Overview:As the Director of Wealth Management, you will be...

  • Financial Sales Executive

    1 week ago

    Delhi, Delhi, India Finora Wealth Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Location: MG Road, Gurugram About UsFinora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.We are looking for aSales Executiveto join our team and support our client acquisition efforts by managing...

  • Acquisition Lead

    3 weeks ago

    New Delhi, Delhi, India, Delhi Quantum - B2B Growth Agency Full time

    We are hiring for an experienced Lead Acquisition Executive to manage strategic growth and performance-driven initiatives. The ideal candidate will be responsible for driving lead generation through paid media, optimizing marketing funnel efficiency, and leveraging data insights to maximize ROI.Role Overview:The Lead Acquisition Executive is responsible for...