Client Acquisition Manager

PhillipCapital India; Mumbai; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

PhillipCapital India is seeking a dynamic Client Acquisition Manager to drive new client acquisition and revenue growth across retail and affluent segments. You will identify prospective clients, understand their financial needs, and offer suitable investment and wealth management solutions from our product suite.

Key duties include generating leads through networking, referrals, digital channels, events and outreach; building a robust pipeline; conducting meetings to tailor investment

Qualifications

• 1-8 years of experience in financial services sales, wealth management, broking, investment advisory, banking, or insurance.
• Proven track record in client acquisition and revenue generation.
• MBA / PGDM (Finance, Marketing) preferred. CA, CFA, CFP, NISM certifications will be an added advantage.

Responsibilities

• Acquire new retail, affluent, HNI, and emerging HNI clients.
• Generate leads through networking, referrals, digital channels, events, and personal outreach.
• Build and maintain a strong pipeline of prospective clients.
• Conduct client meetings and financial discussions to identify investment requirements.
• Promote and distribute financial products including : 1. Equity & Derivatives Trading Accounts 2. Mutual Funds 3. PMS & AIFs 4. Fixed Income Products (Bonds, NCDs, Structured Products) 5. Global Investment Products 6. Insurance Solutions 8. Cross-sell relevant products based on client risk profile and financial objectives.
• Develop long-term relationships with clients and ensure high levels of engagement and satisfaction.
• Coordinate with research, product, operations, and service teams for onboarding and servicing.
• Regularly review client portfolios and identify new opportunities.
• Stay updated on financial markets, economic developments, investment products, and industry trends.
• Leverage in-house research insights to support client acquisition and engagement efforts.

Skills

Sales

Relationship-building

Communication

Presentation

Client engagement

Education

MBA / PGDM (Finance, Marketing)

Job description

We are seeking a dynamic and result-oriented Client Acquisition Manager to drive new client acquisition and revenue growth across our retail and affluent customer segments. The role involves identifying prospective clients, understanding their financial needs, and offering suitable investment and wealth management solutions from the firm's product suite.

Key Responsibilities

Business Development & Client Acquisition

• * Acquire new retail, affluent, HNI, and emerging HNI clients.
• * Generate leads through networking, referrals, digital channels, events, and personal outreach.
• * Build and maintain a strong pipeline of prospective clients.
• * Conduct client meetings and financial discussions to identify investment requirements.

Product Advisory & Cross-Selling

• * Promote and distribute financial products including :
• 1. Equity & Derivatives Trading Accounts
• 2. Mutual Funds
• 3. PMS & AIFs
• 4. Fixed Income Products (Bonds, NCDs, Structured Products)
• 5. Global Investment Products
• 6. Insurance Solutions
• 8. Cross-sell relevant products based on client risk profile and financial objectives.

Relationship Management

• * Develop long-term relationships with clients.
• * Ensure high levels of client engagement and satisfaction.
• * Coordinate with research, product, operations, and service teams for seamless client onboarding and servicing.
• * Regularly review client portfolios and identify new opportunities.
• * Stay updated on financial markets, economic developments, investment products, and industry trends.
• * Leverage in-house research insights to support client acquisition and engagement efforts.

Compliance & Process Adherence

• * Ensure adherence to regulatory guidelines and internal compliance policies.
• * Complete client onboarding documentation and KYC processes accurately.

Desired Candidate Profile

Education

• *MBA / PGDM (Finance, Marketing) preferred.
• * CA, CFA, CFP, NISM certifications will be an added advantage.

Experience

• * 1-8 years of experience in financial services sales, wealth management, broking, investment advisory, banking, or insurance.
• * Proven track record in client acquisition and revenue generation.

Skills Required

• * Strong sales and relationship-building skills.
• * Understanding of capital markets and investment products.
• * Excellent communication and presentation abilities.
• * Ability to engage with retail, affluent, and HNI clients.
• * Self-driven, target-oriented, and entrepreneurial mindset

Key Performance Indicators (KPIs)

• * New Client Acquisition
• * Assets Under Management (AUM) Mobilized
• * Revenue Generation
• * Product Penetration & Cross-Sell Ratio