Growthally Advisors – Manager – Client Acquisition Growthally Advisors Private Limited

The Corporate Institute; Hinoba-an; On-site; PHP 464,000 - 663,000; Full time

Job summary

Growthally Advisors Pvt. Ltd. is seeking a Manager – Client Acquisition to identify prospective clients and pitch our financial advisory solutions, converting opportunities into mandates.

The role requires strong financial understanding, excellent communication, and the ability to build long-term relationships with promoters, CFOs, and senior decision-makers. You will develop leads, conduct meetings, present solutions such as debt syndication, M&A advisory, leasing, and structured finance, and

Qualifications

• 1–3 years of experience in client acquisition or sales in financial services.
• Strong understanding of corporate finance and advisory products.
• Excellent communication and negotiation skills.

Responsibilities

• Generate high-quality leads through research, networking, referrals, and outbound outreach.
• Prospect SMEs to large corporates to build an acquisition pipeline.
• Pitch financial products including Debt Syndication, Equity, M&A Advisory, Leasing, and Structured Finance.
• Conduct meetings to understand client requirements and propose financial solutions.
• Convert leads into mandates by demonstrating product knowledge and advisory capabilities.
• Build relationships with promoters, CFOs, and senior decision-makers.
• Maintain CRM records for pipeline visibility and activity tracking.
• Collaborate with internal deal teams for onboarding and execution.
• Attend industry events to generate visibility and opportunities.
• Achieve monthly and quarterly acquisition and revenue targets.

Skills

Lead generation

Client acquisition

Financial advisory understanding

CRM proficiency

Relationship building

Negotiation

Communication

Tools

CRM platforms

Job description

Company Introduction:

Growthally Advisors Pvt. Ltd. is a distinguished Investment Banking and Advisory firm specializing in Debt Syndication, Equity, Mergers & Acquisitions Advisory, Leasing, Structured Mortgages, and Growth CFO services. With over 15 years of legacy in India’s financial services sector, we are also launching our SEBI-registered AIF Fund and Credit Fund, further strengthening our integrated financial ecosystem.

Led by a dynamic team of Chartered Accountants, former senior bankers, and experienced MBA professionals, Growthally combines deep industry insight with strategic foresight to deliver superior financial outcomes. With offices across Mumbai, Pune, Delhi, and Bangalore, and a 50+ member team, we bring intellectual agility, strong execution, and value-driven advisory excellence to every engagement.

Position Details:

Location: Andheri East, Mumbai (On-site)

Experience: 1 – 3 Years

Employment Type: Full-Time

Role Overview:

The Manager – Client Acquisition will be responsible for identifying prospective clients, pitching Growthally’s financial advisory solutions, and converting opportunities into business mandates. The role demands strong financial understanding, communication skills, and a strategic approach to building long-term client relationships.

Key Responsibilities:

• Generate high-quality leads through research, networking, referrals, industry connections, and outbound outreach.
• Conduct targeted prospecting across SMEs, mid-corporates, and large corporates to build a strong acquisition pipeline.
• Pitch Growthally’s financial products – including Debt Syndication, Equity Solutions, M&A Advisory, Leasing, and Structured Finance – to prospective clients.
• Conduct meetings and sales presentations to understand client requirements and recommend suitable financial solutions.
• Convert leads into qualified mandates by effectively demonstrating product knowledge, financial understanding, and advisory capabilities.
• Establish strong relationships with promoters, CFOs, and senior decision-makers to build trust and long-term business engagement.
• Track, maintain, and update all leads, meetings, and sales activities in the CRM system for complete pipeline visibility.
• Collaborate with internal deal teams to ensure timely onboarding and smooth transition of acquired mandates.
• Attend relevant industry events, conferences, and forums to generate visibility and capture new business opportunities.
• Achieve monthly and quarterly acquisition and revenue targets consistently.

Core Functional Skills:

• Strong understanding of corporate finance, lending solutions, and financial advisory services.
• Ability to confidently pitch financial products such as working capital, term loans, structured finance, and equity funding.
• Strong research capability to analyse industries, financial requirements, and borrower profiles.
• Proficiency in preparing professional sales decks, teasers, and solution briefs.
• Effective use of CRM platforms and lead management tools.

Behavioral Competencies:

• Excellent communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving mindset.
• Target-driven with a high level of ownership and accountability.
• Ability to build rapport with senior finance leaders and business owners.
• Strong teamwork, discipline, and a positive, proactive attitude.

Contact: 7506236023