We are seeking a Sales and Marketing Executive to drive client acquisition and promote our financial products. In this role, you will be responsible for identifying potential investors, educating them on the benefits of Mutual Funds (SIPs and Lumpsum), and onboarding them as clients.
This is an excellent opportunity for students, freelancers, or finance enthusiasts looking to build a career in Wealth Management while earning attractive incentives.
Key Responsibilities
- Lead Generation : Identify and connect with potential clients (individuals, families, small business owners) to build a robust pipeline of prospects.
- Client Acquisition : explain the importance of financial planning and pitch suitable Mutual Fund schemes (SIPs/Lumpsum) based on client needs.
- Onboarding :
Assist clients with the KYC process and documentation required to open their investment accounts.
- Relationship Management : Maintain positive relationships with existing clients to encourage retention and referrals.
- Market Outreach : Participate in local marketing activities or digital outreach to increase brand visibility for Arima Capital.
- Reporting : Maintain a simple weekly log of calls made, meetings held, and business closed.