Client Acquisition Manager

2 weeks ago


New Delhi, India 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 forEquity Brokingand a wide range offinancial & 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 ofPCIPL products . Follow up with existing clients forcross-sellandsustained business . Handlemulti-channel acquisition ,multi-product selling , and relationship building. Create marketingplans, strategies, and campaignsfor various investment & wealth products. Maintain confident, assertive communication and strongclient relationship management . Job Requirements RelevantNISM certifications . Post Graduate in Finance/Business or related fields. Strong presentation & communication skills. Domain knowledge ofcapital 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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