Client Acquisition Manager

Role – Client Acquisition ManagerLocation: Mumbai / PuneExperience: 2–8 years (Preferably from Financial Services with experience in handling HNI clients)Qualification: Post GraduateRole & 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.EquityBroking #MutualFunds #PMS #PortfolioManagement #FXAdvisory #NBFCProducts #GlobalPMS#GlobalEquity #FixedIncome #Bonds #CorporateFDs #NCDs #InsuranceSales #InvestmentProducts#ClientAcquisition #ClientAcquisitionManager #WealthManagementJobs #FinanceJobsIndia #FinancialServicesCareers#HNIClientManagement #RelationshipManager #WealthAdvisor #InvestmentAdvisory #SalesAndBusinessDevelopment

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