ABOUT FYNRO:

Fynro is building an AI-powered personal finance and wealth advisory platform for India, combining technology with access to real human advisors.

Unlike traditional financial distribution models, Fynro operates as a SEBI-registered advisory business and earns through subscriptions rather than product commissions. Its objective is to provide transparent, conflict-free financial guidance across income segments.

The company is currently at the seed stage with a team of approximately 50 employees and is expanding its client acquisition capabilities across affluent customer segments.

ROLE OVERVIEW:

We are looking for an experienced Affluent Acquisition Manager to own new client acquisition for Fynro's advisory subscription business.

This is a hands-on senior individual-contributor role focused on identifying high-value prospects, building trust, managing consultative sales conversations, and converting prospects into long-term advisory subscribers.

The candidate will build their own pipeline through outbound prospecting, referrals, affluent professional networks, webinars, marketing campaigns, and events.

The ideal candidate should have significant experience selling high-value or premium solutions to affluent customers and a demonstrated record of independently acquiring and closing clients.

KEY RESPONSIBILITIES:

- Acquire new high-value clients for Fynro's advisory subscription through outbound, referral, networking, and other acquisition channels.

- Convert inbound, webinar, and campaign-generated leads through structured follow-ups and consultative sales conversations.

- Build a strong referral engine within affluent professional networks including doctors, business owners, entrepreneurs, senior professionals, and existing clients.

- Conduct detailed discovery conversations to understand a prospect's financial situation, objectives, and requirements.

- Manage the complete customer acquisition journey from initial engagement through closure, onboarding, and KYC.

- Represent Fynro at webinars, industry events, community interactions, and client meetings.

- Build and maintain a healthy sales pipeline and own weekly activity, conversion, and revenue numbers.

- Maintain accurate sales and pipeline information in the CRM.

- Ensure all sales conversations and client acquisition practices comply with applicable SEBI RIA conduct norms.

- Support customers through onboarding to ensure a seamless transition into the advisory platform.

- Capture customer objections, pricing feedback, competitive intelligence, and segment insights.

- Share market intelligence with marketing, product, advisory, and leadership teams.

- Build repeatable acquisition approaches that can contribute towards Fynro's future affluent sales playbook.

- Drive subscription retention and referrals from acquired clients.

CANDIDATE REQUIREMENTS:

- 8+ years of experience selling to high-value / high-ticket customers.

- Strong experience in sectors such as:

1. Wealth Management

2. Private Banking

3. Premium Banking

4. Financial Advisory

5. WealthTech / FinTech

6. Fee-only Advisory

7. High-value Membership / Subscription Sales

- Demonstrated experience engaging and selling to affluent and high-net-worth customers.

- Strong track record of independently acquiring clients rather than solely servicing an inherited portfolio.

- Demonstrable sales achievements through rankings, promotions, awards, contest wins, or consistently strong performance.

- Proven ability to sell intangible, advisory, subscription, or fee-based solutions to discerning customers.

- Strong consultative selling, objection handling, relationship building, and negotiation capabilities.

- Ability to communicate the benefits of fee-only and conflict-free advisory models clearly.

- Strong listening and conversational skills.

- Excellent command of English.

- Proficiency in Tamil and/or Hindi will be an added advantage.

- Comfortable operating in a high-growth, early-stage organization.

- Strong personal integrity and commitment to responsible selling practices.

Preferred Qualifications:

- Degree in Business, Commerce, Finance, Economics, or a related discipline.

- Experience selling an annual membership, subscription, or fee-based service.

- Knowledge of KYC and AML requirements.

- NISM / AMFI / IRDAI or other relevant financial-services certifications will be advantageous.

- Candidates willing to obtain relevant certifications after joining can also be considered.

WHAT SUCCESS LOOKS LIKE:

- Building a strong self-generated affluent client pipeline.

- Consistently achieving subscription acquisition targets.

- Driving high-quality customers who continue and renew their subscriptions.

- Creating a sustainable referral network from acquired clients.

- Contributing actionable customer and market intelligence.

- Maintaining high standards of regulatory compliance and ethical selling.

- Building long-term customer trust in the Fynro brand.