Client Acquisition Manager

5 hours ago


Mumbai Maharashtra India, Maharashtra NAZZTEC Full time

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.

EquityBroking #MutualFunds #PMS #PortfolioManagement #FXAdvisory #NBFCProducts #GlobalPMS

#GlobalEquity #FixedIncome #Bonds #CorporateFDs #NCDs #InsuranceSales #InvestmentProducts#ClientAcquisition #ClientAcquisitionManager #WealthManagementJobs #FinanceJobsIndia #FinancialServicesCareers

#HNIClientManagement #RelationshipManager #WealthAdvisor #InvestmentAdvisory #SalesAndBusinessDevelopment



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