Client Acquisition Manager

Role – Client Acquisition Manager

Location : Mumbai / Pune

Experience :

2–8 years (Preferably from Financial Services with experience in handling HNI clients)

Qualification : Post Graduate

Role & Responsibilities

Client acquisition for

Equity Broking

and a wide range of

financial & wealth management products , including :

Mutual Funds (MF)

Portfolio Management Services (PMS)

Advisory Services

FX Advisory

NBFC Financial Products

Global PMS

Global Equity

Fixed Income & Bonds

Insurance Products

Corporate FDs

NCDs

Educate and increase awareness of

PCIPL products .

Follow up with existing clients for

cross-sell

and

sustained business .

Handle

multi-channel acquisition ,

multi-product selling , and relationship building.

Create marketing

plans, strategies, and campaigns

for various investment & wealth products.

Maintain confident, assertive communication and strong

client relationship management .

Job Requirements

Relevant

NISM certifications .

Post Graduate in Finance / Business or related fields.

Strong presentation & communication skills.

Domain knowledge of

capital markets, financial products, wealth management , and HNI client handling.

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