Client Acquisition (B2C) | Financial ServicesRole & responsibilities

Location: Mumbai | Pune |Delhi NCR | Hyderabad

Department: Centralised Sales Department PhillipCapital (I) Pvt Ltd

Industry: Financial Services

- Key Responsibilities

Business Development & Client Acquisition
* Acquire new retail, affluent, HNI, and emerging HNI clients.
* Generate leads through networking, referrals, digital channels, events, and personal outreach.
* Build and maintain a strong pipeline of prospective clients.
* Conduct client meetings and financial discussions to identify investment requirements.

Product Advisory & Cross-Selling
* Promote and distribute financial products including :
1. Equity & Derivatives Trading Accounts
2. Mutual Funds
3. PMS & AIFs
4. Fixed Income Products (Bonds, NCDs, Structured Products)
5. Global Investment Products
6. Insurance Solutions
7. Lending & NBFC Products
8. Cross-sell relevant products based on client risk profile and financial objectives.

Relationship Management
* Develop long-term relationships with clients.
* Ensure high levels of client engagement and satisfaction.




* Coordinate with research, product, operations, and service teams for seamless client onboarding and servicing.
* Regularly review client portfolios and identify current opportunities.

Market Intelligence
* Stay updated on financial markets, economic developments, investment products, and industry trends.
* Leverage in-house research insights to support client acquisition and engagement efforts.

Compliance & Process Adherence
* Ensure adherence to regulatory guidelines and internal compliance policies.
* Complete client onboarding documentation and KYC processes accurately.

- Desired Candidate Profile

Education
* MBA / PGDM (Finance, Marketing) preferred.
* CA, CFA, CFP, NISM certifications will be an added advantage.

Experience
* 1 - 8 years of experience in financial services sales, wealth management, broking, investment advisory, banking, or insurance.
* Proven track record in client acquisition and revenue generation.

📌 Client Acquisition Manager (Pune)
🏢 PhillipCapital
📍 Pune