Client Acquisition Manager
5 hours ago
Role – Client Acquisition Manager
Location: Mumbai / Pune
Experience: 2–8 years (Preferably from Financial Services with experience in handling HNI clients)
Qualification: Post Graduate
Role & Responsibilities
- Client acquisition for Equity Broking and a wide range of financial & wealth management products, including:
- Mutual Funds (MF)
- Portfolio Management Services (PMS)
- Advisory Services
- FX Advisory
- NBFC Financial Products
- Global PMS
- Global Equity
- Fixed Income & Bonds
- Insurance Products
- Corporate FDs
- NCDs
- Educate and increase awareness of PCIPL products.
- Follow up with existing clients for cross-sell and sustained business.
- Handle multi-channel acquisition, multi-product selling, and relationship building.
- Create marketing plans, strategies, and campaigns for various investment & wealth products.
- Maintain confident, assertive communication and strong client relationship management.
Job Requirements
- Relevant NISM certifications.
- Post Graduate in Finance/Business or related fields.
- Strong presentation & communication skills.
- Domain knowledge of capital markets, financial products, wealth management, and HNI client handling.
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#GlobalEquity #FixedIncome #Bonds #CorporateFDs #NCDs #InsuranceSales #InvestmentProducts#ClientAcquisition #ClientAcquisitionManager #WealthManagementJobs #FinanceJobsIndia #FinancialServicesCareers
#HNIClientManagement #RelationshipManager #WealthAdvisor #InvestmentAdvisory #SalesAndBusinessDevelopment
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