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 soumya@mintwit.in

with the subject line:

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

Shortlisted candidates will be contacted for the next steps.

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