Client Acquisition Lead

3 weeks ago

Pune, Maharashtra, India Mintwit Financial Services Full time

Job Title: Client Acquisition Lead – Trainee Program

Location: Pune, Maharashtra (On-site)

Department: Sales / Business Development

Employment Type: 3-Month Management Trainee Program (with potential for full-time role)

Company Overview

MintWit Financial Services is a boutique, fast-growing wealth management firm based in Pune, offering comprehensive financial solutions to HNIs, professionals, and business owners. Our expertise spans mutual funds, PMS, AIFs, insurance, and holistic financial planning. We focus on trust, transparency, and tailored strategies to address the evolving needs of Indian investors.

Program Overview

We are seeking dynamic final-year MBA students with strong communication skills and a genuine interest in wealth management for our 3-month on-site trainee program . This role is designed to equip you with the knowledge and skills required to engage with HNI/UHNI clients, build lasting relationships, and drive business growth.

Key Responsibilities
  • Assist in identifying and acquiring new clients through referrals, events, and networking.
  • Promote and explain investment products such as Mutual Funds, PMS, AIFs, and fixed income products .
  • Understand client requirements and risk profiles to support suitable financial product recommendations.
  • Gain exposure to SEBI, AMFI, and IRDAI compliance guidelines in client interactions.
What You'll Gain
  • Structured training in high-end wealth advisory and client acquisition strategies.
  • Practical exposure to HNI/UHNI relationship management .
  • One-on-one mentorship from seasoned wealth management professionals.
  • Opportunity to transition into a full-time role based on performance .
Qualifications
  • Final-year MBA/PGDM student (Finance/Marketing/Business Administration preferred).
  • Basic understanding of mutual funds, wealth management, or private banking is an advantage.
  • NISM-Series V-A (Mutual Fund Distributors) certification preferred; additional certifications (X-A/X-B, CFP, CWM) are a plus.
  • Strong interpersonal and communication skills, with the ability to connect with clients.
Program Details
  • Location: On-site, Pune
  • Duration: 3 Months
  • Joining: Immediate
  • Stipend: Fixed stipend during the trainee program
Application Process

Interested candidates should send their updated resume to

with the subject line:

"Application – Client Acquisition Lead (Trainee Program)" .

Shortlisted candidates will be contacted for the next steps.

  • Client Acquisition Lead

    11 hours ago

    Pune, Maharashtra, India Mintwit Financial Services Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionAt Mintwit Financial Services, we are dedicated to helping you achieve your financial goals through personalized wealth management services. Our team is composed of experienced professionals who provide top-tier investment insights and proactive solutions. We are committed to serving your unique needs with a professional and dedicated...

  • Client Acquisition Lead

    3 weeks ago

    Pune, Maharashtra, India Mintwit Financial Services Full time

    Job Title: Client Acquisition Lead – Trainee ProgramLocation: Pune, Maharashtra (On-site)Department: Sales / Business DevelopmentEmployment Type: 3-Month Management Trainee Program (with potential for full-time role)Company OverviewMintWit Financial Services is a boutique, fast-growing wealth management firm based in Pune, offering comprehensive financial...

  • Intern Client Acquisition

    3 weeks ago

    Pune, Maharashtra, India The DataTech Labs Inc (TDTL) Full time

    Position : Intern – Client Acquisition & Business Development (AI Transformation & Learning Transformation Services) Experience Required : 0 to 1 year (Freshers welcome; prior internship in Sales/Marketing/Business Development preferred) Location : Pune Duration : 6 months (convertible to full-time based on performance) Stipend : Performance-based +...

  • Intern Client Acquisition

    3 weeks ago

    Pune, Maharashtra, India The DataTech Labs Inc (TDTL) Full time

    Position: Intern – Client Acquisition & Business Development (AI Transformation & Learning Transformation Services) Experience Required: 0 to 1 year (Freshers welcome; prior internship in Sales/Marketing/Business Development preferred) Location: Pune Duration: 6 months (convertible to full-time based on performance) Stipend: Performance-based + Incentives...

  • Client Acquisition Executive

    6 days ago

    Pune, Maharashtra, India MOTM Technologies Full time ₹ 24,00,000 - ₹ 30,00,000 per year

    About the RoleWe are seeking a dynamic and motivated Client Acquisition Executive to join our recruitment team. The role focuses on identifying, engaging, and acquiring new clients, building long-term business relationships, and driving revenue growth for our staffing services.Key ResponsibilitiesIdentify and generate new business opportunities in the...

  • Client Acquisition Manager

    7 days ago

    Pune, Maharashtra, India Smartek Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are seeking a dynamic and resultsdriven Client Acquisition Manager to drive newbusiness for our BPO. The candidate will identify prospective clients build relationships with decision makers and close deals that align with compny grwth objectives.

  • Client Acquisition Manager

    3 weeks ago

    Pune, Maharashtra, India The DataTech Labs Inc (TDTL) Full time

    The Client Acquisition Manager will drive business growth by acquiring new clients across enterprises, universities, government bodies, and corporate skilling programs. This role requires a hunter mindset, strong networking skills, consultative selling, and the ability to position AI Transformation and Learning Transformation solutions as business-critical...

  • Client Acquisition Manager

    3 weeks ago

    Pune, Maharashtra, India The DataTech Labs Inc (TDTL) Full time

    The Client Acquisition Manager will drive business growth by acquiring new clients across enterprises, universities, government bodies, and corporate skilling programs. This role requires a hunter mindset, strong networking skills, consultative selling, and the ability to position AI Transformation and Learning Transformation solutions as business-critical...

  • Client Acquisition Manager

    3 weeks ago

    Pune, Maharashtra, India The DataTech Labs Inc (TDTL) Full time

    The Client Acquisition Manager will drive business growth by acquiring new clients across enterprises, universities, government bodies, and corporate skilling programs . This role requires a hunter mindset , strong networking skills, consultative selling, and the ability to position AI Transformation and Learning Transformation solutions as...

  • Urgent Search: Intern Client Acquisition

    3 weeks ago

    Pune, Maharashtra, India The DataTech Labs Inc (TDTL) Full time

    Position: Intern – Client Acquisition & Business Development (AI Transformation & Learning Transformation Services)Experience Required: 0 to 1 year (Freshers welcome; prior internship in Sales/Marketing/Business Development preferred)Location: PuneDuration: 6 months (convertible to full-time based on performance)Stipend: Performance-based + Incentives...