Roles and Responsibilities :

- Develop and execute strategies for recent client acquisition through direct sales, cross-selling, and relationship management.
- Identify high net worth individuals (HNIs) as potential clients and build relationships with them to generate revenue growth.
- Manage existing HNI clients by providing exceptional service, identifying opportunities for upselling, and ensuring target achievement goals are met.
- Collaborate with internal teams to develop marketing materials, product knowledge, and training programs to enhance sales performance.

Job Requirements :

- Here is a simpler version:

- 3–10 years of experience in B2C (Business-to-Consumer) sales, direct sales, or the mutual fund industry.
- A good track record of meeting or exceeding sales targets while working in a fast-paced environment and handling multiple tasks.
- Basic knowledge of investment products, including third-party financial products, with the ability to explain financial concepts in a simple and clear way to customers.

📌 Acquisition Manager (Rajkot)
🏢 Credicus Business Services
📍 Rajkot