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Job Description
- Role Overview
We 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 firms product suite.
- 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 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, wealth management, 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)
- * New Client Acquisition
- * Assets Under Management (AUM) Mobilized
- * Revenue Generation
- * Product Penetration & Cross-Sell Ratio
- * Client Retention & Engagement
- * Conversion Rate from Leads to Clients
Skills
SalesClient AcquisitionStructured ProductsClient RetentionAcquisitionAdvisoryDerivatives TradingLendingInvestment ProductsNcdsRevenue GrowthTradingWealthWealth ManagementAcquisition ManagerCaCfaIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Since 1975, the PhillipCapital network has grown into an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail and high net worth individuals, family offices, corporate and institutional customers. Our comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds; fund management, managed accounts, insurance planning, regular savings plans, investment research, equity financing and property consultancy.
Institutions can also benefit from our corporate finance and advisory services as well as information technology solutions. With more than 3,500 employees and over 1 million clients worldwide, our assets under custody/management totals to more than USD 30 Billion with shareholders' funds in excess of USD 1 Billion. PhillipCapital (with headquarters in Singapore) operates in the financial hubs of 16 countries and regions, including offices in Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, Australia, UAE, UK, France, Turkey and USA.
Foreign Portfolio investors refers to Foreign Institutional investors (FIIs) or their sub-accounts or qualified foreign investors (QFIs) who are permitted to hold upto 10% stake in a company. FPI align to nomenclature of categorizing investments of foreign investors in line with international practice. FPI's generally participated through the stock markets and gets in and out of a particular stock at much faster frequencies.
We regularly hold conferences, plant visits, road shows and schedule corporate meeting for the benefit of our clients. Timely interpretation & impact of economic data is used beneficially by our clients. In the derivatives segment we were amongst the first to trade derivatives contracts in India on launch and are rated amongst the top by our clients. Establishing our leadership in the institutional space, we provide our clients access to advanced & efficient technology for trade execution - DMA, FIX, Co-Location facility, & customised Algos etc.
Our clients benefit from our local expertise, international perspective, and scale, while institutional investors can access our team of highly regarded equity & derivatives research analysts and top class execution capabilities. Our research team provides in-depth analysis and ongoing research coverage of over 160 companies in 14 sectors.
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