Client Acquisition Manager – Wealth Management
On-siteMumbai, Maharashtra, India
Job Summary
Conduct financial need assessments, present investment solutions, and acquire new clients by identifying prospects and delivering customized wealth management strategies. Lead and mentor a team of financial advisors, ensuring performance targets are met while maintaining high client service standards. Build strong relationships by advising individuals on informed financial decisions, evaluating portfolio data, and refining plans to enhance outcomes. Stay updated on market trends and regulatory developments to provide timely guidance. Represent the firm at conferences and industry forums to promote financial literacy. Requires CFP certification, NISM XA–XB qualification, and 5+ years in financial advisory. Located in Mumbai with a Monday–Saturday schedule (2nd and 4th Saturdays off).
Required Qualifications
- Bachelor's degree in finance, economics, or a related field
- Minimum of 5 years of experience in financial advisory or related fields
- Should have a NISM XA – XB qualification
Desired Qualifications
- CFP certification is preferred
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