Client Acquisition Specialist

3 days ago


Solapur, Maharashtra, India beBeeRelationship Full time ₹ 50,00,000 - ₹ 1,00,00,000

As a seasoned professional in client acquisition, you have the unique opportunity to drive our business growth by attracting new clients and delivering exceptional support. This role is ideal for individuals with a passion for building long-term relationships and providing top-notch customer service.

">Job Overview
  • This position involves identifying new market opportunities, acquiring new clients through various channels, including events, referrals, data analysis, and cold calling.
  • The successful candidate will be responsible for meeting monthly/quarterly acquisition targets and contributing to our expansion strategy.
  • Additionally, they will be expected to onboard a minimum of 5 clients per month, each with an initial investment capital of ₹50,000+.
  • Strong communication and relationship management skills are essential for this role, as well as a genuine interest in financial markets and a hunger for growth.
Requirements:
  • A bachelor's degree in finance or commerce is preferred.
  • NISM 8 certification is mandatory.
  • Previous experience in client acquisition, sales, or financial services is highly advantageous.
  • Strong analytical and problem-solving skills are also necessary for this role.
  • Additionally, a strong network of contacts in the financial industry would be beneficial.
Key Responsibilities:
  • Acquire new clients through various channels, including events, referrals, data analysis, and cold calling.
  • Meet monthly/quarterly acquisition targets and contribute to our expansion strategy.
  • Onboard a minimum of 5 clients per month, each with an initial investment capital of ₹50,000+.
  • Build strong, long-term relationships with clients and provide continuous support.
  • Cross-sell and up-sell financial products, such as Mutual Funds, Insurance, PMS, AIFs, and Unlisted Shares.
  • Identify new market opportunities and contribute to business growth.


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