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.

📌 Bajaj Capital Hiring For Inside Sales Executive Role For Gurugram
🏢 Bajaj Capital
📍 Gurugram