Client Acquisition & Sales Executive

Broadwings Multi Family Office · India

Department: Sales & Business Development

Location: Bangalore

Experience: 1–3 years

Preference: Only Banaglore based candidates

About the Role

We are looking for a driven Client Acquisition & Sales professional to identify prospective clients, build strong relationships, and drive business growth for Broadwings.

Key Responsibilities

• Identify and generate new client leads through networking, referrals, digital channels and outreach.
• Connect with prospective HNI/UHNI clients, entrepreneurs and families to understand their financial needs.
• Conduct initial discussions and coordinate client meetings with the advisory team.
• Build and maintain long-term client relationships .
• Follow up consistently and manage the sales pipeline from lead generation to conversion.
• Achieve defined lead, meeting and revenue targets .
• Maintain accurate CRM/lead records and provide regular sales reports.
• Represent Broadwings professionally across client and networking interactions.

What We’re Looking For

• 1–3 years of experience in sales, business development, wealth management, financial services or relationship management .
• Strong communication, networking and negotiation skills.
• Target-oriented and proactive approach.
• Ability to build trust and relationships with senior/high-value clients.
• Basic understanding of investments and financial products is preferred.



Key Skills: Client Acquisition | Business Development | Relationship Management | Lead Generation | Sales | Networking | Negotiation