BlissMoney
Website:
blissmoney.in
Job details:
About the Role
The Premier Acquisition Manager (PAM) is a pure hunter role within BlissMoney'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
- Research and engage prospective clients via club memberships, founder networks, CA/CS referrals, alumni bodies, and premium community events
- Initiate contact through introductions and referrals; no cold approach to UHNIs under any circumstances
- Maintain an active CRM pipeline of 30+ qualified prospects at all times, with stage, next-action, and probability updated daily
Discovery & Onboarding
- Conduct structured 45–60 minute discovery meetings with the advisory team to understand financial goals, corpus, risk appetite, and current advisory relationships; no product pitch in meeting one
- Drive KYC, risk profiling, fee agreement, and documentation to completion within 7 working days of sign-off, coordinating with Operations and Compliance
- Brief the Advisory Team comprehensively on each client's goals, corpus, family context, and sensitivities
Network & Community Development
- Develop and maintain active relationships with CA firms, corporate lawyers, and startup CFOs
- Represent BlissMoney at premium events, clubs, golf days, founder dinners, CII/FICCI sessions, and apartment community events
- Report competitor insights, prospect feedback, and market signals
Required Skills & Qualifications
- Graduate / postgraduate 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 & 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 – Actively Welcomed
BlissMoney believes the ability to earn trust in premium environments and build genuine relationships with affluent individuals is a transferable skill, not exclusive to financial services. Strong candidates from the following backgrounds are actively encouraged to apply:
- Luxury Hotel & Hospitality Management
- Fashion & Luxury Retail Management
- Premium Aviation & Cabin Crew
- Event & Experience Management
- Luxury Automobile Sales
- Fine Jewellery, Art & Auction Houses
- Real Estate (Premium / Luxury Segment)
- Premium Wellness & Private Clubs
- Sports Management & Athlete Management
- Corporate PR & Luxury Brand Communications
- Private Banking & Family Office (Operations)
Click on Apply to know more.