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
Solid 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

Advantages
Health insurance
Life insurance
Paid time off

Work Location: In person

📌 Client Acquisition Executive Dasna
🏢 Arima Capital
📍 Dasna