About the Role

We are looking for a seasoned Client Acquisition qualified to join our senior team. This is a high-ownership role for an experienced wealth management or financial services professional who brings an established book of business and existing client relationships. You will drive new client acquisition, manage and grow an existing portfolio, and play a key role in scaling company's revenue and client base.

This role is strictly for candidates coming from similar industries — wealth management firms, advisory companies, banks, mutual fund distributors, or financial services companies.

Key Responsibilities

- Drive new client acquisition through existing relationships, referrals, networking, and direct outreach
- Manage and grow an existing book of business — retaining and expanding relationships with HNI and retail investors
- Present and pitch company's research-driven mutual fund solutions to prospective and existing clients
- Conduct in-depth financial needs assessments and recommend appropriate investment solutions
- Achieve monthly and quarterly revenue and AUM growth targets
- Build long-term, trust-based relationships with clients through regular reviews, updates, and market insights
- Stay current on mutual fund products, market trends, regulatory changes,



and competitor offerings
- Collaborate with internal research and operations teams to ensure seamless client servicing
- Mentor and guide junior Client Acquisition Executives where required

Requirements

- 4–5 years of experience in client acquisition, relationship management, or sales in: Wealth management firms
- Mutual fund advisory or distribution companies
- Banks (wealth or retail banking)
- Financial advisory or investment services companies
- Must bring an established book of business and existing client relationships
- Strong knowledge of mutual funds, financial markets, and investment products
- AMFI (ARN) Certification — preferred
- Excellent communication, negotiation, and relationship-building skills
- Proven track record of meeting or exceeding AUM and revenue targets
- Comfortable with CRM tools, portfolio tracking, and financial reporting

What We Offer

- Competitive fixed salary with performance-based incentives
- Direct exposure to a senior leadership team with decades of financial services experience
- Research-driven, client-first work culture
- Clear path to leadership within the organization as the companu scales

📌 Wealth Management Associate (Bengaluru)
🏢 SyncUp
📍 Bengaluru