Unclaimed Shares Recovery | Broker & Direct Customer Acquisition

Position: Field Sales Officer

Department: Sales & Business Development

Industry: Financial Services / Investment & Asset Recovery

Location: GUJARAT, MAHARASTRA, DELHI

Experience: 14 years in field sales, financial services, broking, insurance, wealth management, or related sectors

Employment Type: Full-Time

About the Role

We are looking for a Field Sales Officer to drive customer acquisition and business development for our Unclaimed Shares Recovery services.

The candidate will be responsible for developing relationships with stock brokers, sub-brokers, financial advisors, CAs, wealth managers and other referral partners, while also directly approaching customers who may have unclaimed shares, dividends, physical share certificates, or shares transferred to IEPF.

Key Responsibilities

1. Broker & Channel Partner Development

- Identify and approach stock brokers, sub-brokers, wealth managers, CAs and financial advisors.
- Develop and maintain strong relationships with broker/channel partner networks.
- Explain the company's Unclaimed Shares Recovery services and partnership model.
- Generate regular referrals and leads through channel partners.
- Conduct meetings, presentations and awareness sessions for partners.
- Follow up with partners to convert leads into successful cases.

2. Direct Customer Acquisition

- Identify potential customers who may have unclaimed shares, dividends, physical share certificates or IEPF-related claims.
- Meet customers personally and understand their requirements.
- Explain the recovery process, documentation and service offerings clearly.
- Generate leads through field visits, references, local networking and targeted campaigns.
- Convert qualified prospects into customers.

3. Sales & Lead Management

- Achieve monthly and quarterly sales/revenue targets.
- Maintain a healthy sales pipeline.
- Regularly follow up with prospects and referral partners.
- Update lead and customer information in CRM/management systems.




- Coordinate with the operations team after customer onboarding.
- Track cases from lead generation to successful conversion.

4. Market Development

- Identify new markets and potential customer segments.
- Build a local network of referral partners.
- Participate in financial awareness camps, investor meetings and networking events.
- Collect market intelligence regarding competitors, pricing and customer requirements.

Key Skills Required

- Excellent communication and convincing skills.
- Strong field sales and business development ability.
- Relationship-building and networking skills.
- Good negotiation and follow-up skills.
- Ability to explain financial processes in simple language.
- Comfortable meeting customers and business partners personally.
- Target-oriented and self-motivated.
- Basic knowledge of shares, dividends, demat accounts, physical shares and IEPF will be an advantage.
- Basic knowledge of CRM, Excel and WhatsApp Business is preferred.

Preferred Candidate Profile

Candidates with experience in

- Stock broking / sub-broking
- Wealth management
- Mutual funds / financial products
- Insurance
- Banking / NBFC
- CA / tax advisory sales
- Financial consultancy
- Investment services
- Field sales / B2B sales

Key Performance Indicators (KPIs)

- New broker/channel partners onboarded
- Qualified leads generated
- Direct customers acquired
- Lead-to-customer conversion rate
- Revenue generated
- Number/value of recovery cases initiated
- Partner-generated business
- Monthly sales target achievement
- Customer follow-up and retention

Compensation Salary: 25000 – 35000 per month

Incentives: Attractive performance-based incentives on successful business/recovery cases

Travel: Local travel reimbursement/allowance as per company policy

Why Join Us?

- Work in a growing financial asset recovery business.
- Chance to build a strong network in the financial services ecosystem.
- Attractive performance-based earning potential.
- Opportunity for career growth in Sales & Business Development.
- Exposure to brokers, investors, wealth managers and high-value customers.

Perks and benefits Travel allowance, Sales incentives

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