
Client Relationship Manager
2 weeks ago
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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