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New Client Acquisition Manager

Exclusive opportunity

Onsite

New Client Acquisition Manager

AnandRathi

New Client Acquisition Manager

Skills

Product StrategyProduct ManagementData AnalysisCRMCompliance

12 days ago

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Important information


Contract type:

Permanent

Location:

Mumbai, Maharashtra, India

Work mode:

Onsite

Published on:

10 October 2026

What they need


Job Description: -

  • Strategy & Vision

  • Define product strategy and roadmap aligned with business goals.

  • Conduct market and competitor analysis to identify acquisition opportunities.

  • Instrumental in designing contest & RNR activities to increase New Client Acquisition Sales.

  • Look forward for various avenues to acquire clients in bulk to overachieve product sales target.

  • Client Onboarding

  • Design and implement seamless onboarding workflows.

  • Optimize conversion funnels and reduce drop-off rates.

  • Monitor KPIs like time-to-first-trade, activation rates, and cost-per-acquisition.

  • Product Development

  • Manage full product lifecyclefrom ideation to post-launch optimization.

  • Prioritize features based on customer needs and business impact.

  • Conduct platform testing and user feedback sessions to refine product/ onboarding experience.

  • Cross-functional Collaboration

  • Work closely with sales team, marketing, compliance, and customer onboarding teams.

  • Ensure regulatory requirements are met in onboarding processes.

  • Data & Insights

  • Use analytics tools to track user behavior and acquisition metrics.

  • Present insights and recommendations to senior leadership.

Qualification & Skill

  • 8+ years of product management experience, preferably in financial services or stock broking.
  • Strong understanding of trading platforms, investor psychology, and brokerage operations.
  • Proficiency in data analytics, user journey mapping, and project management.
  • Excellent communication skillsable to translate technical concepts for non-technical stakeholders.
  • Experience with CRM systems, onboarding tools, and digital marketing platforms.

Interested candidates can share their resume on [email protected]

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