Client Acquisition Manager

Role – Client Acquisition Manager

Location:

Experience:

Qualification:

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

• 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.

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