Client Acquisition – Financial Services

4 weeks ago


mumbai, India Arin Consultancy Private Limited Full time
Roles and responsibilities-

This role requires the applicant to work closely with the Corporate Client Acquisition team and be responsible to generate leads.

• To generate leads & identify decision makers within targeted leads and initiate the sales process.

• To penetrate all targeted accounts and originate sales opportunities for the company’s products and services.

• To set up and deliver pitch presentations.

• To ensure systematic follow-up with the client organization(s) to take the sales pitch to time bound closure.

• Ensure adherence to set acquisition process, maintain the prospect funnel and the necessary MIS report(s).

• Achievement of monthly, quarterly & yearly business plan.

Requirements-

• 2-5 years’ work experience preferred in client acquisition & Business development roles in Banks / Financial services.

• Either prior experience of acquiring high-net worth clients OR other industry relevant origination & business development experience.

Qualifications-

• Graduate degree (any discipline) from a top-tier school or BBA/ BMS with MBA/ PGDM preferred.

• Advanced MS Excel / PowerPoint skills.

Talent Attribute-

• A strong passion for lead generation, resilient & persistent.

• Ability to communicate with people across all levels, with strong communication (spoken & written) skills.

• Strong execution skills.

• Handles rejection well.

• Fearless personality, confident and self-motivated.

• Maintain high standards of professional and ethical conduct.

• Quick thinking and problem-solving skills.


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