– Client Acquisition (Investment Products & Asset Allocation)

Location: Ahmedabad | Mumbai | Pune |Delhi NCR | Hyderabad

Department: Centralised Sales Department – PhillipCapital (I) Pvt Ltd

Industry: Financial Services

❖ About the Company

PhillipCapital is a Financial Services firm. It is headquartered in Singapore and operates in 15 locations. We are a diversified financial services group offering a comprehensive suite of solutions across Equity Broking, Asset Management, Research Advisory, NBFC Products, Fixed Income Investments, Global Investment Opportunities, PMS, AIFs, Insurance, and Treasury Solutions.

With a strong research-driven approach and client-centric philosophy, we help investors achieve their financial goals through tailored investment solutions.

❖ Role Overview

We are seeking dynamic and result-oriented Client Acquisition Managers 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 management solutions from the firm's product suite.

❖ Key Responsibilities

Business Development & Client Acquisition

Acquire new 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 :

- PMS & AIFs
- Mutual Funds
- Fixed Income Products (Bonds, NCDs, Structured Products)
- Equity & Derivatives Trading Accounts
- 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 new 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, broking, investment advisory, banking, or insurance.

Proven track record in client acquisition and revenue generation.

Skills Required

Strong sales and relationship-building skills.

Understanding of capital markets and investment products.

Excellent communication and presentation abilities.

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

Self-driven, target-oriented, and entrepreneurial mindset

Key Performance Indicators (KPIs)

Recent Client Acquisition

Assets Under Management (AUM) Mobilized

Revenue Generation

Product Penetration & Cross-Sell Ratio

Client Retention & Engagement

Conversion Rate from Leads to Clients

What We Offer

Opportunity to work across a diversified financial services platform

Access to a wide range of investment products.

Strong research and product support.

High-growth career path in Business Development and financial advisory.

- Competitive compensation.

Experience Range: 1–8 Years

Employment Type: Full-Time

Function: Sales / Client Acquisition / Financial Advisory

📌 Client Acquisition (Investment Products & Asset Allocation) (Ahmedabad)
🏢 PhillipCapital India
📍 Ahmedabad