Client Acquisition Lead (Trainee Program)

Role Overview: As a Client Acquisition Lead (Trainee Program) at Mintwit Financial Services in Pune, you will play a crucial role in identifying potential clients, understanding their financial needs, and providing personalized wealth management solutions. Your responsibilities will include conducting client meetings, managing client relationships, and collaborating with the investment team to ensure customer satisfaction. Additionally, you will be tasked with generating new business through networking and market research. Key Responsibilities: - Identify potential clients and understand their financial needs - Provide personalized wealth management solutions - Conduct client meetings and manage client relationships - Collaborate with the investment team to ensure customer satisfaction - Generate new business through networking and market research Qualifications: - Strong interpersonal skills and communication skills - Experience in ensuring customer satisfaction and providing exceptional customer service - Proven ability to enhance customer experience - Excellent analytical and problem-solving skills - Ability to work independently and in a team - Previous experience in financial services is a plus - Bachelor's degree in Finance, Business Administration, or related field,