Client Acquisition Specialist

We are hiring a highly driven
Client Acquisition Specialist
to join our team, focusing on expanding our client base across a range of financial products. This is a critical role responsible for engaging with prospective clients to offer tailored solutions in
investment services
and
insurance products.

If you have a proven track record in telesales or client acquisition within the financial or insurance sector and possess strong knowledge of the stock market
, this is a fantastic opportunity to leverage your expertise and accelerate your career.

Key Responsibiities:

Career Opportunities

• High-Value Calling:
  Execute high-volume outbound calls to potential clients, introducing and promoting our integrated financial services, with a specific focus on investment and trading platforms.
• Needs Assessment:
  Conduct thorough discussions with prospects to understand their financial goals, risk appetite, and insurance requirements.
• Consultative Selling:
  Proactively recommend and explain relevant financial products, including:
• Investment & Stock Market Services
  ( Equity, Mutual Funds).
• Insurance Solutions
  (Life, Health, General) to ensure comprehensive financial security.
• Sales Conversion:
  Skillfully handle client objections, clarify complex financial concepts, and successfully convert leads into active, long-term clients.

Knowlegde and Complaince:

• Product Expertise:
  Maintain an up-to-date, comprehensive knowledge of all investment and insurance offerings, market trends, and regulatory changes.
• Ethical Practices:
  Adhere strictly to regulatory compliance guidelines, ensuring all communication and sales practices are ethical and prevent mis-selling.

Adminisration and Reporting:

• CRM Management:
  Accurately track and manage all client interactions, sales pipeline, and follow-up activities using the Customer Relationship Management (CRM) system.
• Target Achievement:
  Strive to meet and exceed monthly/quarterly sales targets and key performance indicators (KPIs) for both account openings and premium sales.

Required skills and Qualification:

• Experience:
  Minimum
  1-2 years
  of experience in Telesales, Client Acquisition, or Financial Advisory, preferably within the
  Investment, Stock Broking, or Insurance industries.
• Financial Market Knowledge:
  Good conceptual understanding of the
  stock market, trading processes, and basic investment products.
• Insurance Acumen:
  Familiarity with the structure and benefits of common
  life and general insurance products
  .
• Communication:
  Exceptional
  verbal communication skills
  in Tamil and English, with a clear, professional, and persuasive telephone presence.
• Attributes:
  Highly target-oriented, self-motivated, and possess excellent negotiation and problem-solving skills.
• Education:
  Bachelor's degree in any discipline (preferred).

Why Join us??

• Competitive salary structure with
  uncapped performance-based incentives
  (commissions/bonuses).
• Direct exposure to the fast-growing world of Fintech, partnering with Stock Broking services.
• Continuous training and professional development in financial planning and market dynamics.
• A dynamic, supportive, and performance-driven work culture.

Location:
Porur, Chennai [On-site] |
Employment Type:
Full-time

If you are ready to use your financial knowledge and sales skills to drive client growth for both investment and insurance services, we encourage you to apply