Investor Acquisition & Relationship Manager

Position Overview 

We are seeking an ambitious and self-driven Investor Acquisition and Relationship Manager to lead the acquisition and servicing of existing clients & partners. The ideal 

candidate will have a proven track record in financial product sales, strong client relationship 

skills, and an understanding of various investment instruments. 

Key Responsibilities: 

• Drive sales of Alternate Investment product, mutual funds through direct and partners. 

• Identify, onboard, and manage HNI/UHNI clients, and distribution partners. 

• Provide tailored investment/lending solutions based on client needs and financial goals. 

• Ensure compliance with regulatory and internal policies in all sales processes. 

• Build and maintain a strong pipeline of leads, manage CRM, and track conversions. 

• Conduct regular investor awareness and partner training sessions. 

• Coordinate with product and operations teams to ensure timely execution and delivery. 

• Monitor market trends and competitor offerings to refine go-to-market strategy. 

Required Skills and Experience: 

• Minimum 3–6 years of experience in BFSI/Wealth Management/Investment advisory. 

• Strong network of clients, wealth managers, or financial intermediaries. 

• In-depth understanding of financial markets and investment products 

• Excellent communication, negotiation, and relationship management skills. 

• Ability to work independently and in a fast-paced, target-driven environment. 

• AMFI/NISM Certification preferred. 

Educational Qualification: 

• Graduate/Postgraduate in Finance, Business, or related fields. 

What We Offer: 

• A growth-centric work environment with high ownership. 

• Attractive performance-linked incentives and career progression.