Job Description: Client Acquisition Manager (Investor Onboarding and Lead Generation)
Position Title: Client Acquisition Manager
Department: Business Development
Reports To: Business Development Manager
Role Overview
The Client Acquisition Manager will play a pivotal role in driving business growth by onboarding investors, generating high-quality leads, and building relationships with potential clients. This position focuses on identifying investment opportunities, pitching company offerings, and ensuring a seamless onboarding experience for investors.
Key Responsibilities
- Investor Onboarding
- Identify and approach potential investors aligned with the company’s objectives.
- Present and explain the company’s investment opportunities, projects, and returns.
- Facilitate the end-to-end onboarding process, ensuring compliance with company policies and procedures.
- Address queries and provide solutions to investor concerns promptly.
- Lead Generation and Management
- Develop and execute strategies to generate leads for investor profiles through various channels.
- Build a database of high-potential prospects and maintain strong follow-up practices.
- Utilize networking, digital platforms, and events to reach potential investors.
- Client Relationship Building
- Maintain long-term relationships with clients to foster trust and repeat investments.
- Act as the primary point of contact for investors, ensuring high satisfaction and retention.
- Market Research and Analysis
- Conduct market research to identify emerging investment trends and opportunities.
- Provide insights to improve client acquisition strategies based on data-driven analysis.
- Collaboration and Reporting
- Work closely with the marketing team to align lead-generation efforts.
- Prepare regular reports on lead generation, conversion rates, and investor feedback for management review.
Qualifications and Skills
- Education: Bachelor’s degree in Business Administration, Finance, Marketing, or a related field (MBA preferred).
- Experience:
- Proven track record of 2-5 years in client acquisition, sales, or investor relations.
- Prior experience in a financial, investment, or real estate firm is an advantage.
- Skills:
- Strong interpersonal and communication skills.
- Ability to pitch investment opportunities convincingly.
- Expertise in lead generation tools, CRM software, and data analysis.
- High-level negotiation and problem-solving skills.
- Proficiency in MS Office and other relevant software.
Key Competencies
- Strategic thinking and result-oriented approach.
- Strong networking abilities and a client-centric mindset.
- Ability to work under pressure and meet targets.
- Attention to detail and adherence to compliance requirements.
Employment Type: Full-time
Compensation: Competitive salary with performance-based incentives.