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Client Acquisition Manager - Financial Planner Jobs Opening in FWCA LLP at Connaught Place, Delhi

Client Acquisition Manager - Financial Planner

FWCA LLP
experience-icon 0 Years
salary-icon 15000 - 25000 Monthly
qualification-icon B.Com(Banking and Insurance, Capital Markets, Economics, Finance, Investment Banking, Management, Management & Finance, Marketing, Banking & Capital Markets), BBA/BBM
location-icon Delhi
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Posted: 13 Jun 25
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Job Description

Job Description: Client Acquisition Manager -  Financial Planner at FWCA LLP

  • Calling prospective clients and engaging with them to set up meetings and deliver sales presentations, and product/service demonstrations daily.
  • To generate leads from a given database & Identify decision makers within targeted leads and initiate the sales process.
  • To penetrate all targeted accounts and originate sales opportunities for the company's products and services. To ensure systematic follow-up with the client & organizations to take the sales pitch to time-bound closure.
  • Focusing on building a long-term relationship with the clients, by giving them market updates and best quality customer services.
  • Ensure adherence to sales processes and requirements. Ensuring that the client engagement information is maintained and updated in CRM on a regular basis.
  • Conducting your own market research and keeping up-to-date with the knowledge of the financial market. To be an interface between the customer and our internal support teams to ensure that the customer receives the best possible service from the company.


    • Job Type: Full-time in Delhi office


    More information about this Client Acquisition Manager - Financial Planner Job

    Please go through the below FAQs to get all answers related to the given Client Acquisition Manager - Financial Planner job

    1. What are the job requirements to apply for this Client Acquisition Manager - Financial Planner job position?
      • Ans: A candidate must have a minimum of fresher as an Client Acquisition Manager - Financial Planner

    2. What is the qualification for this job?
      • Ans: The candidate can be a Graduate from any of the following: B.Com, BBA/BBM

    3. What are the salary requirements for this job?
      • Ans: The salary range is between 15000 and 25000 Monthly. The Salary will depend on the interview. This Client Acquisition Manager - Financial Planner is a Full Time in Delhi.

    4. What is the hiring Process of this job?
      • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

    5. This Client Acquisition Manager - Financial Planner is a work from home job?
      • Ans: No ,its not a Work from Home Job.

    6. How many job vacancies are opening for the Client Acquisition Manager - Financial Planner position?
      • Ans: There are immediate 1 job openings for Client Acquisition Manager - Financial Planner in our Organisation.

    Job Particulars

    Role sales marketing executive
    Education B.Com(Banking and Insurance, Capital Markets, Economics, Finance, Investment Banking, Management, Management & Finance, Marketing, Banking & Capital Markets), BBA/BBM
    Who can apply Freshers
    Hiring Process Written-test, Face to Face Interview
    Employment TypeFull Time
    Job Id2694997
    Job Category Sales and Marketing
    Locality Address Connaught Place
    State Delhi
    Country India

    About Company

    FWCA Team is a comprehensive Financial Services organisation, committed to help clients pursue their financial goals & objectives. We offer a wide range of financial products & services to individuals, business owners, companies, trusts & societies etc. FWCA is registered with Association of Mutual Funds of India (AMFI), driven by an entirely investor-centric approach.

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