Investment Acquisition Executive

JOB DESCRIPTION

Sales Executive

ROLE PURPOSE

Own the initial digital client acquisition journey from prospecting and outbound engagement to successful SIP onboarding.

The role is focused on identifying investment-ready prospects, converting them into SIP clients, and completing the onboarding journey digitally. Once the SIP is successfully onboarded, the client will be transferred to the next-level advisory team for product deepening and further engagement.

This is a high-activity, target-driven sales role requiring strong communication, consistent follow-up and a focus on conversion.

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.

KEY PERFORMANCE METRICS

• Daily productive calls
• Prospect connect and engagement
• SIP conversions
• Number of new SIP clients onboarded
• SIP value mobilized
• Lead-to-SIP conversion ratio
• Follow-up discipline
• CRM hygiene
• Successful digital transfer of onboarded clients for product deepening