Acquisition Manager

About the Company:

Our client is a fast-growing organization in the financial services sector, dedicated to helping individuals and businesses achieve their financial goals through customized solutions and expert advisory services. The company offers a wide range of financial products and services designed to support wealth creation, financial planning, investment management, and risk protection.

With a customer-centric approach and a commitment to ethical business practices, the organization focuses on building long-term relationships through trust, transparency, and personalized service. Driven by innovation and industry expertise, the company provides employees with a collaborative work environment, continuous learning opportunities, and a platform for professional growth.

Role Brief:

The Premier Acquisition Manager (PAM) is a pure hunter role within the company's Wealth Acquisition Desk. The singular mandate is to identify, engage, qualify, and onboard To-Be HNI, HNI, and UHNI clients. This is not a portfolio management role once a client is onboarded, the relationship and portfolio transfer in full to the Advisory Team, freeing the PAM to focus entirely on acquisition

Key Responsibilities:

• Prospect Identification & Outreach:
• Network Prospecting: Research and engage prospective clients via club memberships, founder networks, CA/CS referrals, alumni bodies, and premium community events.
• Warm Outreach: Initiate contact through introductions and referrals. No cold approach to UHNIs under any circumstances.
• Pipeline Building: Maintain an active CRM pipeline of 30+ qualified prospects at all times. Stage, next-action, and probability to be current every day.
• Discovery & Onboarding:
• Discovery Conversations: Conduct structured 45 - 60-minute discovery meetings with advisory team. Understand financial goals, corpus, risk appetite, and current advisory relationships. No product pitch in meeting one.
• Onboarding Coordination: Drive KYC, risk profiling, fee agreement, and documentation to completion within 7 working days of sign-off. Coordinate with Operations and Compliance.
• Advisory Team Handover: Brief the Advisory Team comprehensively on each client - goals, corpus, family context, sensitivities.
• Network & Community Development:
• Referral Partnerships: Develop and maintain active relationships with CA firms, corporate lawyers, and startup CFOs.
• Community Presence: Represent company at premium events — Clubs, golf days, founder dinners, CII/FICCI sessions, and apartment community events.
• Market Intelligence: Report competitor insights, prospect feedback, and market signals.

Qualifications & Experience:

Essential Requirements:

• Graduate/Post graduate degree from a recognised university in any discipline.
• Fresher or Minimum 1-5 years of experience in client acquisition, relationship management, or business development in a premium, high-touch client environment.
• Demonstrable experience engaging with or serving affluent / HNI / UHNI individuals.
• NISM Series V-A certification - to be obtained within 90 days of joining if not held at offer.
• Strong English communication - written and verbal at a level appropriate for boardroom and club-level conversations.
• Comfort with CRM tools, digital communication platforms, and basic financial literacy.

Traditional Backgrounds – Banking and Wealth Management:

• MBA from a Tier-1/Tier-2 institution with specialisation in Finance, Banking, or Marketing.
• CFP® (Certified Financial Planner) or CWM® (Chartered Wealth Manager) certification.
• AMFI ARN registration active at time of joining.
• Experience in mutual fund distribution, PMS/AIF sales, or insurance planning for affluent clients.

Non-Traditional Backgrounds:

Preferred Background:

Luxury Hotel & Hospitality Management:

• Front-office leadership, VVIP guest relations, and event hosting for HNIs. Deep experience handling high-net-worth individuals with discretion, poise, and personalised service. Transferable relationship depth and executive presence.

Fashion & Luxury Retail Management:

• Experience selling premium and luxury goods to HNI clientele. Strong brand positioning intuition, refined communication style, and understanding of affluent consumer psychology.

Premium Aviation & Cabin Crew:

• Regular interaction with CXOs, promoters, and UHNI travellers. Polished communication, composure under pressure, and discretion in handling high-value individuals.

Event & Experience Management:

• Experience managing exclusive events, brand experiences, and high-net-worth gatherings. Deep community and vendor network within the premium segment.

Luxury Automobile Sales:

• Experience selling premium vehicles (Porsche, Mercedes-AMG, Land Rover, BMW M-Series) to HNI/UHNI buyers. Demonstrated ability to close high-ticket transactions with affluent individuals.

Fine Jewellery, Art & Auction Houses:

• High-trust, discretion-led selling to UHNIs with significant investable surplus. Experience with family relationships, gifting patterns, and generational wealth conversations.

Real Estate (Premium / Luxury Segment):

• Experience selling or leasing ultra-luxury residential or commercial properties. HNI/UHNI network, understanding of wealth-as-real-estate behaviour, and high-value deal experience.

Premium Wellness & Private Clubs:

• Club management, premium gym chains (Gold's, Cult Pro), spa and resort operations serving HNI members. Existing network among affluent community members.

Sports Management & Athlete Management:

• Managing professional athletes, cricket/IPL environments, or premium sports events. Network access to high-earning sportspersons, promoters, and corporate sponsors.

Corporate PR & Luxury Brand Communications:

• Senior PR executives or brand managers for luxury brands (LVMH, Reliance Brands, Tata CLiQ Luxury). Deep relationships with fashion, entertainment, and corporate HNI communities.

To Apply / For More Details: Contact: Rumi – +91 8951965019