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 robust 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 new 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

• Positive 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