Core Responsibilities

- Lead Generation & Prospecting: Sourcing prospective investors through qualified networking, corporate wellness seminars, digital campaigns, and local business communities.

- Initial Pitching & Needs Analysis: Explaining investment products (SIPs, mutual funds, goal-based planning) and assessing client risk profiles and financial objectives.

- Partner Networking: Building and maintaining referral channels with local professionals such as Chartered Accountants (CAs), tax consultants, and corporate HR heads.

- Pipeline Management: Managing the sales funnel from first contact to document collection, KYC completion, and final investment activation in coordination with the operations team.

- Target Achievement: Meeting monthly and quarterly milestones for fresh AUM acquisition and active SIP count.

Key Skills Required

- Strong verbal communication and active listening.

- Basic understanding of financial markets, mutual funds, and wealth management concepts.

- Resilience, persistence, and excellent relationship-building abilities.

Pay: ₹10,000.00 - ₹25,000.00 per month

Benefits

- Health insurance

- Life insurance

- Paid time off

Work Location: In person

📌 Client Acquisition Executive (Dasna)
🏢 Arima Capital
📍 Dasna