Senior Client Acquisition Specialist

2 days ago


Mumbai, Maharashtra, India beBeeInvestorRelations Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

We are seeking a seasoned professional to drive client acquisition and strengthen investor relationships.

Job Description
  • Manage client communications, investor queries, and portfolio updates.
  • Prepare and deliver investor reports, presentations, and newsletters.
  • Support client acquisition efforts through pitches, meetings, and campaigns.
  • Maintain CRM systems for accurate lead and client tracking.

The ideal candidate will have a strong understanding of financial markets and investment products, as well as excellent communication, presentation, and relationship management skills.

Required Skills and Qualifications
  • Bachelor's degree (MBA/Finance preferred).
  • 3–6 years' experience in Investor Relations, Financial Services.
  • Strong proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools.

This is an exciting opportunity to join a dynamic team and make a meaningful contribution to the firm's growth and success.

Key skills: Investor Relations, Financial Services, Communication, Presentation, Relationship Management, Microsoft Office, CRM Tools, Financial Markets, Investment Products.



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