Job Description :

Role
Client Acquisition Manager

Function
Relationship Management - Sales

Grade
Senior Associate/Associate Vice President

Work Location
Bengaluru

Reports to
Market Head - South and East

Reportees (if any)
-

No. of positions
1

Job Summary:
The Client Acquisition Manager will play a hybrid role encompassing business development, client acquisition, and portfolio management. The individual will be responsible for identifying and engaging high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, presenting Sanctum Wealth's advisory platform, and supporting the end-to-end delivery of wealth management services. The role requires a balance of sales acumen, investment knowledge, and client servicing skills to achieve growth and ensure excellent client outcomes.

Financial:

Identify and acquire qualified HNW clients through personal networks, referrals, market mapping, and strategic outreach channels deployed by the firm.
Work closely with Relationship Managers and the Market Head to transition qualified leads into long-term managed client relationships.
Maintain accurate CRM records and report all business development activities and outcomes in a timely manner.

Client:

Maintain a healthy and active prospect and client pipeline through consistent engagement and outreach activities.
Communicate Sanctum Wealth's value proposition clearly, including investment advisory, portfolio management, and wealth planning services.
Support the Market Head in designing investment portfolio strategies aligned with client objectives, leveraging the firm's product proposition and insights.
Support the Market Head in monitoring client portfolios, review performance, and recommend strategic adjustments to achieve optimal client outcomes.
Transfer insights obtained from clients and the market to relevant internal stakeholders to enhance client experience and operational efficiency.
Minimize client complaints and ensure timely resolution within defined turnaround times.

Risk and Governance:

Ensure compliance with regulations and internal policies to achieve the desired assurance, audit, and regulatory ratings.
Contribute to systemizing and strengthening platforms to achieve scalability and sustainability in compliance operations.
Maintain confidentiality and handle sensitive information appropriately.
Manage financial, regulatory, and reputational risks for the firm and its clients in a prudent manner.

People:

Foster a collaborative team environment across departments and levels of the organization.
Manage stakeholders effectively to ensure the successful implementation of compliance strategies.
Engage in continuous professional development initiatives and secure mandatory certifications and licenses as required by the role.

Key Role Requirements

Education

Graduate/Postgraduate in Finance, Business Administration, Economics, or a related field

Certifications (if any)

NISM-Series V-A and/or 21/A (Mutual Fund Distributors), and/or CFA (Level1+) and/or CFP, and/or any other relevant certification is preferred.

Experience

5-8 years in business development, client acquisition, or sales within wealth management, private banking, or financial services

Technical Skills

Strong understanding of financial products such as mutual funds, PMS, AIFs, bonds, and insurance solutions
Basic knowledge of financial planning concepts like estate planning, tax optimization, and retirement planning
General awareness of capital markets and macroeconomic indicators relevant to client conversations
Familiarity with SEBI regulations, KYC/AML norms, and other compliance frameworks in wealth management

Behavioral Attributes

Proactive and self-driven with a strong sense of ownership
Ability to engage and influence HNWI/UHNWI clients with clarity and confidence
Collaborates effectively with internal teams to ensure seamless client delivery
Maintains precision in reporting, follow-ups, and documentation
High emotional intelligence and commitment to building long-term relationships

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