Client Acquisition Manager

Job Description :

• 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.
  

• 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.

• 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.
  
  

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

• 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.

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

• 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

• 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