ROLE PURPOSE

Own the initial digital client acquisition journey from prospecting and outbound engagement to successful SIP onboarding.

The role is focused on identifying investment-ready prospects, converting them into SIP clients, and completing the onboarding journey digitally. Once the SIP is successfully onboarded, the client will be transferred to the next-level advisory team for product deepening and further engagement.

This is a high-activity, target-driven sales role requiring strong communication, consistent follow-up and a focus on conversion.

KEY RESPONSIBILITIES

- Client Hunting: Proactively connect with assigned prospects through calls and digital communication to identify investment opportunities.
- SIP Acquisition: Understand the prospect's basic investment requirement and convert eligible prospects into SIP clients.
- Digital Client Engagement: Conduct the entire engagement journey digitally through calls, WhatsApp and other approved digital channels.
- Digital Onboarding: Assist clients with KYC, account opening, documentation and SIP registration through the digital process.
- Follow-up: Maintain structured and timely follow-ups with prospects until successful SIP onboarding.
- Lead Qualification: Identify prospects with potential for additional investment or financial-

product requirements for subsequent engagement.
- Client Transfer: After successful SIP onboarding, ensure a proper digital handover of the client to the next-level team for product deepening and further relationship engagement.
- CRM Discipline: Accurately record calls, interactions, follow-ups,



dispositions and conversions in the designated CRM/lead management system.
- Target Ownership: Own individual daily activity and monthly SIP acquisition targets and deliver against defined performance metrics.

KEY PERFORMANCE METRICS

- Daily productive calls
- Prospect connect and engagement
- SIP conversions
- Number of recent SIP clients onboarded
- SIP value mobilised
- Lead-to-SIP conversion ratio
- Follow-up discipline
- CRM hygiene
- Successful digital transfer of onboarded clients for product deepening

CANDIDATE PROFILE The ideal candidate should have strong communication and convincing skills, a sales-

oriented mindset and the ability to engage with prospects confidently over the phone and through digital channels.

Candidates with prior experience in Mutual Funds, SIPs, BFSI, tele-sales, inside sales or financial-product sales will be preferred.

KEY SKILLS

- Good verbal communication and client interaction skills
- Strong sales and convincing ability
- Target-oriented and result-driven approach
- Comfortable with outbound calling
- Good follow-up and relationship-building skills
- Basic knowledge of Mutual Funds and SIPs
- Comfortable with digital client engagement and onboarding
- Basic understanding of CRM/lead management systems
- Ability to work in a high-volume sales environment

QUALIFICATIONS

- Graduate in any discipline
- Basic knowledge of Mutual Funds and SIPs
- NISM certification will be an added advantage
- Prior sales/BFSI experience preferred
- Freshers with strong communication and sales aptitude may also be considered

📌 Digital Sales Executive (Gurugram)
🏢 Bajaj Capital
📍 Gurugram