Role:

- Acquiring and addressing the HNI clients on Goal based investment.
- Networking with clients through forums, associations, webinars, events, seminars, corporate events etc.
- Delivering outstanding client experience leading to building and growing existing AUM and work towards getting maximum client wallet share.
- Resolution of all queries for all managed clients within specified TAT.
- Collaborating in acquiring and leading client relationships and ensuring to get maximum references from them.
- Conducting regular reviews for the clients.
- Staying informed and updated about market trends, economic conditions, and changes in regulatory landscape.

Required Skills:

- Hands-on experience of 8 Plus years in client acquisition and management (with a minimum of 4+ Years in any Mutual Fund Industry / financial space) with good understanding of financial markets and financial products, Mutual funds, Insurance, PMS.
- A go-getter,



yet a pleasing personality with excellent networking and people skills with respect to both clients and the team.
- Ability to close clients and build excellent rapport with clients, identify, track and close opportunities, ability to handle diverse set of clients.
- Possess excellent verbal and written communication with fluency in Tamil.

Qualification: Graduation /Post Graduation + AMFI Certified (VA), would prefer CFP or NISM XA & XB certified

Website: www.happynessfactory.in / www.myfinad.com

Head office Address: MFA Capital Private Limited, 301, 3rd Floor, Narain Chambers, M. G. Road, Next to Vodafone Gallery, Vile Parle-East. Mumbai 400057.

Contact: (phone hidden)/ (phone hidden)

Email id: [email protected]/[email protected]

📌 Client Acquisition And Relationship Manager (Mumbai)
🏢 MFA Capital
📍 Mumbai