Bajaj Capital Hiring Freshers For Digital Sales Executive

KEY RESPONSIBILITIES

• Client Hunting: Proactively connect with assigned prospects through calls and digital communication to identify investment opportunities.
• SIP Acquisition: Understand the prospect's basic investment requirement and convert eligible prospects into SIP clients.
• Digital Client Engagement: Conduct the entire engagement journey digitally through calls, WhatsApp and other approved digital channels.
• Digital Onboarding: Assist clients with KYC, account opening, documentation and SIP registration through the digital process.
• Follow-up: Maintain structured and timely follow-ups with prospects until successful SIP onboarding.
• Lead Qualification: Identify prospects with potential for additional investment or financial-product requirements for subsequent engagement.
• Client Transfer: After successful SIP onboarding, ensure a proper digital handover of the client to the next-level team for product deepening and further relationship engagement.
• CRM Discipline: Accurately record calls, interactions, follow-ups, dispositions and conversions in the designated CRM/lead management system.
• Target Ownership: Own individual daily activity and monthly SIP acquisition targets and deliver against defined performance metrics.