Role:

You will be responsible for achieving practice level business objectives. Your role will encompass the following-

- Develop and nurture a strong Client-base.
- Acquire Clients through Networking and referrals.
- Spot opportunities and build current alliances for the business.
- Network and develop relations with the current Influential clients (COI) and harness these relationships for referrals.
- Life-centered planning and periodic review for top clients.

Required Skills:

- A go-getter, yet a pleasing personality with excellent networking and people skills with respect to both - clients and the team
- Good sense of Business numbers and ability to design and implement successful sales strategies
- Experience of HNI client acquisition space with a good understanding of the client segments.




- Excellent Communication Skills both written and verbal including public speaking and presentation skills as you will represent us at different events both online and physical
- Tech-savvy and a good understanding of social media platforms
- Excellent understanding on financial market, financial products including Mutual funds, Insurance, PMS, AIF and others

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

Experience: A minimum of 5- 10 Years in any Mutual Fund Industry.

MFA Website: www.myfinad.com

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)

Email id: [email protected]

📌 Client Acquisition Manager - Mumbai , Bangalore, Chennai, Pune, Delhi
🏢 MFA Capital
📍 Mumbai