
Business Development Associate
2 weeks ago
About Us:
At Unusual Capital, we are a fast-growing financial advisory and wealth management platform helping individuals and families build long-term wealth through mutual funds, SIPs, insurance, and more. We're looking for a dynamic Sales & Operations Executive who is passionate about financial products and client service.
Key Responsibilities:
- Client Onboarding: Assist new clients in seamless onboarding on our investment platform.
- Product Explanation: Clearly communicate and explain financial products such as SIPs, mutual funds, SWPs, health insurance, and term insurance.
- Cold Calling: Reach out to potential leads to generate interest and qualify them for our services.
- Lead Conversion: Engage with warm and cold leads to drive conversions and close sales.
- Client Handling: Maintain professional and timely communication with clients to resolve queries and ensure satisfaction.
- Lead Management: Track and manage all leads (open, closed, follow-up) using Excel and/or CRM tools.
- Documentation & Reporting: Maintain proper records of daily tasks, leads, conversions, and operational support.
- Computer Proficiency: Use MS Office (especially Excel), Google Workspace, and internal tools efficiently.
Requirements:
- Strong communication and interpersonal skills (both English and Hindi preferred)
- Basic understanding of financial products (Mutual Funds, Insurance, SIPs)
- Comfortable with outbound calling and client interaction
- Good knowledge of Excel and general computer applications
- Organized, proactive, and target-oriented mindset
- Experience in financial services/sales (preferred but not mandatory)
What We Offer:
- Opportunity to grow with a modern, client-focused wealth management firm
- Performance-based incentives and career growth
- Exposure to high-quality clients and financial product training
- A dynamic and supportive work environment
Job Types: Full-time, Fresher
Pay: ₹10, ₹15,000.00 per month
Language:
- Hindi, Marathi (Required)
Work Location: In person
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