We are looking for a Client Engagement Executive to drive prospecting and client engagement for our India and Global business.
What You’ll Do
- Identify and research HNI & UHNI prospects across India’s metropolitan cities and global markets using lead-generation and sales intelligence tools.
- Conduct extensive cold calling and outbound prospecting to generate recent opportunities.
- Engage prospects, understand their broad financial requirements and pitch our Global Investing and Financial Planning services.
- Qualify leads against defined parameters and schedule appointments with our Financial Advisors.
- Maintain accurate prospect and follow-up information using CRM, Excel and other systems.
- Work closely with the Marketing and Financial Advisory teams to improve lead quality and conversion.
What We’re Looking For
- Excellent spoken English and strong interpersonal skills.
- 1–4 years’ experience in inside sales, business development, tele-sales, lead generation or client engagement.
- Basic understanding of wealth management, investments or financial planning is preferred.
- Experience with LinkedIn Sales Navigator, Apollo, Lusha or CRM platforms is an advantage.
- Kannada and/or Telugu proficiency is an added advantage.
- Strong Excel/MS Office skills.
- A self-starter and go-getter who is disciplined, target-oriented and does not require micro-management.
- Comfortable learning complex systems, working under tight deadlines and handling rejection.