Company Description Trustner, formerly Finedge Services, has been simplifying personal finance since 2014 by helping individuals make informed financial decisions. The team consists of experienced industry professionals and financial planners who design customized financial plans based on each client’s unique goals and needs. Trustner offers a wide range of services, including investment planning, portfolio management, goal-based planning, insurance solutions, estate and will planning, and tax consultation. The company primarily works with products such as mutual funds, life insurance, health insurance, and general insurance. Trustner is dedicated to guiding clients on their journey toward financial freedom through transparent and tailored advisory services. Role Description The Acquisition Manager is a full-time, on-site role based in Aizawl, responsible for driving client acquisition and business growth for Trustner’s financial products and services. On a day-to-day basis, this role involves identifying prospective clients, conducting needs analyses, and presenting suitable investment and insurance solutions. The Acquisition Manager will manage the end-to-end onboarding process, maintain strong relationships with current clients, and coordinate follow-ups to ensure high conversion and retention rates. The role includes collaborating with internal teams to refine acquisition strategies, monitoring performance against targets,



and providing feedback on market trends and customer preferences. This position requires consistent on-site engagement with clients and local partners to build Trustner’s presence in the region. Qualifications
• Strong client acquisition and relationship management skills, with experience in financial services or related advisory roles.
• Knowledge of investment products such as mutual funds and insurance solutions (life, health, and general), including basic regulatory and compliance understanding.
• Solid communication, negotiation, and presentation skills to explain financial concepts clearly and build trust with diverse clients.
• Ability to analyze client needs, develop tailored financial plans, and manage multiple opportunities and leads simultaneously.
• Bachelor’s degree in finance, business, economics, or a related field; relevant certifications in financial planning or insurance are an advantage.
• Comfort working in an on-site environment in Aizawl, with strong local market awareness and willingness to travel locally as needed.
• Proficiency with basic office and CRM tools for tracking leads, documenting client interactions, and reporting acquisition performance.
• High level of integrity, customer-centric mindset, and a proactive approach to meeting and exceeding acquisition targets.

📌 Acquisition Manager (Aizawl)
🏢 Trustner
📍 Aizawl