We are looking for a Client Acquisition Specialist in Financial Advisory in Indian market or across globe.
If you like to explore this opportunity and discuss further kindly contact on deepak.rawat@akmglobal.in
What You Will Get To Do:
- Create new business opportunities and build relationships global clients/corporates(Primary focus will be B2 B)
- Develop and implement effective client acquisition strategies.
- Identify and qualify prospects through various channels including networking, referrals, and marketing campaigns.
- Engage and build relationships with potential clients to understand their financial needs and objectives.
- Collaborate with financial advisors to tailor service offerings that meet the needs of prospective clients.
- Conduct market research to identify trends and opportunities in client acquisition.
- Monitor and analyze the success of client acquisition initiatives and adjust strategies as needed.
- Maintain accurate records of client interactions and follow up to nurture relationships and convert prospects.
Requirements
- Bachelor's degree in Finance, Business Administration, or a related field.
- Minimum of 3 years of experience in client acquisition within the financial/business advisory industry.
- Strong understanding of financial products, services, and the advisory landscape.
- Proven track record of successfully acquiring and managing client relationships.
- Excellent interpersonal and communication skills, both verbal and written.
- Ability to work independently and as part of a team in a fast-paced environment.
- Strong analytical skills with the ability to interpret data and make informed decisions.
