Role & Responsibilities

- Drive customer acquisition through the Aditya Birla Group (ABG) ecosystem by identifying and leveraging business opportunities across group companies.

- Design and execute acquisition and engagement campaigns to generate quality leads and increase brand visibility.

- Build and manage a robust pipeline of prospects for Trading and Demat account acquisition.

- Convert leads into active customers through effective relationship management and follow-ups.

- Drive account activation and enhance customer participation in trading and investment products.

- Coordinate with internal stakeholders across ABG entities to maximize cross-selling and customer acquisition opportunities.

- Monitor campaign performance, lead conversion, account activation, and revenue metrics through regular MIS and reporting.

- Identify market opportunities and recommend initiatives to improve acquisition efficiency, customer engagement, and business growth.

- Ensure achievement of business targets related to lead generation, account opening, activation,



and revenue contribution.

Preferred Candidate Profile

- Graduate/Postgraduate with 3-8 years of experience in customer acquisition, sales, relationship management, or business development within Financial Services, Broking, Banking, Wealth Management, or FinTech sectors.

- Strong experience in lead generation, customer conversion, and account activation.

- Proven ability to manage campaigns, partnerships, and stakeholder relationships.

- Good understanding of Capital Markets, Trading, Investment Products, and Demat Accounts.

- Robust communication, presentation, and relationship-building skills.

- Data-driven mindset with experience in performance tracking, reporting, and campaign analytics.

- Self-driven, target-oriented professional with strong execution capabilities.

- Experience in ecosystem partnerships, channel sales, or group company collaborations will be an added advantage.

📌 Key Account Executive - ABG Ecosystem (Mumbai)
🏢 Sun Life
📍 Mumbai