Client Acquisition Executive
- Ladder Step Human
- 15 Positions
- Hyderabad
- 15 days ago
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Job Description
Requirement: Full time Employment
Profile: Client Acquisition Officer, Job Location: Hyderabad
Duties and responsibilities:
Business development:
To acquire clients.
To exceed clients expectations by being proactive, by being sensitive to clients needs and by being
prompt to respond to clients 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 clients 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:
Bachelors degree is a must.
MBA preferable
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 Private Limited in December 2011 with the purpose of helping his clients achieve
their financial goals.
We are into mutual funds distribution and other financial products distribution business. We cater to individual
and institutional clients. We help our clients achieve their financial goals through a structured process.
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. We are looking for bright and smart professionals who are eager to excel and grow.
Employement Category:
Employement Type: Full timeIndustry: InsuranceRole Category: Pre-SalesFunctional Area: Not SpecifiedRole/Responsibilies: Client Acquisition ExecutiveContact Details:
Company: Ladder Step HumanLocation(s): Hyderabad
Keyskills: field work telesales marketing marketing management
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