Job Overview

- Role Title: Client Acquisition Executive / Wealth Sales Executive
- Department: Growth & Business Development
- Location: Office-based (with field visits for corporate seminars and high-net-worth client meetings)
- Experience Level: 1 to 3 years in financial services sales, banking (retail assets/liabilities), insurance, or mutual fund distribution.
- Key Objective: Drive new retail and HNI investor onboarding, grow active SIP counts, and build strategic lead-generation partnerships with local professionals (CAs, tax advisors, and corporate HRs).

Key Responsibilities
1. Prospecting & Lead Generation: Identify and target prospective retail and high-net-worth investors through professional networking, corporate wellness seminars, and localized outreach.
2. Consultative Pitching: Clearly explain mutual fund products, systematic investment plans (SIPs), and goal-based investing frameworks to prospects, mapping their risk profiles to suitable fund categories.
3. Channel Partner Networking: Build,



nurture, and manage referral channels with Chartered Accountants (CAs), company secretaries, and corporate HR heads.
4. Pipeline Management: Track leads from first contact through document collection, digital CKYC/KRA verification, mandate setup (NACH/UPI), and final investment activation in coordination with the operations desk.
5. Target Achievement: Consistently meet or exceed monthly milestones for fresh AUM acquisition, active SIP count, and client conversion ratios.

Ideal Candidate Profile
- Education: Bachelor’s degree in Commerce, Finance, Business Administration, or related fields.
- Skills: Robust verbal communication, active listening, persuasive negotiation skills, and high resilience.
- Tech Savviness: Comfortable using CRM tools, WhatsApp business broadcast tools, and financial calculators.

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