Client Acquisition Officer

1 week ago

Madhapur Hyderabad Telangana, India Yudhajit Financial Services Full time

Requirement**:Full time Employment**
Profile: Client Acquisition Officer, Job Location: Hyderabad

Duties and responsibilities:
Business development:

- To acquire clients.
- To exceed client’s expectations by being proactive, by being sensitive to client’s needs and by being prompt to respond to client’s queries.
- To help the organisation achieve its vision by working as a team
- To achieve revenue targets across multiple products like mutual funds, insurance, PMS, AIFs etc.
- To deepen client relationships and to endeavour to be client’s preferred service provider
- To update CRM regularly with all the sales related activities
- To conduct workshops, seminars on investor welfare awareness
- To initiate and to fully participate in various promotional activities initiated by the organisation.

Requirement and Qualifications:

- Bachelor’s degree is a must.
- Knowledge of MS Office
- Excellent communication skills and interpersonal skills
- Digitally savvy and should be well versed with social media trends on personal finance and investments
- Must be a go getter, must be eager to learn and excel

**About us**:
After working close to a decade in setting up and scaling wealth management practices in Barclays bank,
Standard Chartered bank, HSBC bank, Kotak Securities and Aditya Birla Capital Ltd, Mr Yudhajit Baul founded
Yudhajit Financial Services (YFS) sole proprietorship in December 2011 with the purpose of helping his clients achieve their financial goals.

We cater to individual clients who are salaried employees working in various industries at different hierarchies, who are professionals like doctors, lawyers, chartered accountants, architects, who are retirees, non-resident
Indians, business owners and institutions like privately held companies and trusts. Each of these segments has a very unique requirement yet an uncanny and a common desire to achieve freedom from stress related to finances which is when we intervene and help them by offering uncluttered, focused and result oriented solutions.

We have been helping our clients since last 10 years in achieving their financial goals.
We offer investment management services to our clients.

We are an extremely fast-paced growing organisation which believes in meritocracy and in offering equal opportunities to its employees. Our employees are the biggest stake holder in our organisation and we take pride in caring for them.

Pay: ₹20,000.00 - ₹22,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Ability to commute/relocate:

- Madhapur, Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- Bachelor's (required)

**Language**:

- English (required)

Work Location: In person

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