Client Relationship Manager

5 days ago

Mumbai, Maharashtra, India Savitr Investments Full time
At Savitr Investments, we are on a mission to make investing simple, smart, and accessible. We are looking for a Client Acquisition Manager to drive our growth by bringing in new clients and helping them explore the best of what we offer – Demat Accounts, Mutual Funds, PMS/AIFs, Insurance, Loans, and even Unlisted Shares.

Key Responsibilities

- Acquire new clients by opening Demat Accounts and ensuring their initial funding.
- Identify and engage potential clients through events, referrals, data, and cold calling.
- Meet monthly/quarterly acquisition targets and contribute to our expansion strategy.
- Onboard a minimum of 5 clients per month, each with ₹50,000+ initial investment capital.
- Build strong, long-term relationships with clients and provide continuous support.
- Cross-sell and up-sell financial products (Mutual Funds, Insurance, PMS, AIFs, Unlisted Shares).
- Identify new market opportunities and contribute to business growth.

Requirements

- Bachelor's degree preferred (Finance/Commerce background is a plus).
- NISM 8 is required
- Prior experience in client acquisition, sales, or financial services will be an advantage.
- Strong communication & relationship management skills.
- Hunger for growth, willingness to hustle, and a genuine interest in financial markets.

- Location: Pune (Open to travel for client meetings)

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