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

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