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 current retail, affluent, HNI, and emerging HNI clients.
Generate leads through networking, referrals, digital channels, events, and personal outreach.
Build and maintain a robust pipeline of prospective clients.
Conduct client meetings and financial discussions to identify investment requirements.

Product Advisory & Cross-Selling
Promote and distribute financial products including :
Equity & Derivatives Trading Accounts
Mutual Funds
PMS & AIFs
Fixed Income Products (Bonds, NCDs, Structured Products)
Global Investment Products
Insurance Solutions
Lending & NBFC Products
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 (India)
🏢 PhillipCapital
📍 India