Client Relationship Manager

2 weeks ago

Mumbai, Maharashtra, India Savitr Investments Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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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