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- Role Overview
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nWe are seeking a dynamic and result-oriented Client Acquisition Manager to drive new client acquisition and revenue growth across our retail and affluent customer segments. The role involves identifying prospective clients, understanding their financial needs, and offering suitable investment and wealth management solutions from the firm's product suite.

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- Key Responsibilities
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nBusiness Development & Client Acquisition

n Acquire new retail, affluent, HNI, and emerging HNI clients.

nGenerate leads through networking, referrals, digital channels, events, and personal outreach.

n Build and maintain a strong pipeline of prospective clients.

nConduct client meetings and financial discussions to identify investment requirements.

nProduct Advisory & Cross-Selling

n Promote and distribute financial products including :

n1. Equity & Derivatives Trading Accounts

n2. Mutual Funds

n3. PMS & AIFs

n4. Fixed Income Products (Bonds, NCDs, Structured Products)

n5. Global Investment Products

n6. Insurance Solutions

n7. Lending & NBFC Products

n8. Cross-sell relevant products based on client risk profile and financial objectives.

nRelationship Management

nDevelop long-term relationships with clients.

n Ensure high levels of client engagement and satisfaction.

nCoordinate with research, product, operations, and service teams for seamless client onboarding and servicing.





n Regularly review client portfolios and identify new opportunities.

nMarket Intelligence

nStay updated on financial markets, economic developments, investment products, and industry trends.

n Leverage in-house research insights to support client acquisition and engagement efforts.

nCompliance & Process Adherence

nEnsure adherence to regulatory guidelines and internal compliance policies.

n Complete client onboarding documentation and KYC processes accurately.

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- Desired Candidate Profile
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nEducation

nMBA / PGDM (Finance, Marketing) preferred.

n CA, CFA, CFP, NISM certifications will be an added advantage.

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- Experience
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n1–8 years of experience in financial services sales, wealth management, broking, investment advisory, banking, or insurance.

n Proven track record in client acquisition and revenue generation.

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- Skills Required
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nStrong sales and relationship-building skills.

n Understanding of capital markets and investment products.

nExcellent communication and presentation abilities.

n Ability to engage with retail, affluent, and HNI clients.

nSelf-driven, target-oriented, and entrepreneurial mindset

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- Key Performance Indicators (KPIs)
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n Recent Client Acquisition

nAssets Under Management (AUM) Mobilized

n Revenue Generation

nProduct Penetration & Cross-Sell Ratio

n Client Retention & Engagement

nConversion Rate from Leads to Clients

📌 Client Acquisition Manager (Mumbai)
🏢 PhillipCapital India
📍 Mumbai