Assistant Manager – Customer Acquisition

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About Jiraaf:

Backed by cutting-edge technology and operating under the regulatory oversight of the Securities and Exchange Board of India (SEBI), we ensure the highest standards of compliance, trust, and investor protection. Join us to be part of a dynamic, innovation-driven team in Bangalore that is redefining the fixed-income investment landscape in India.

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Job Overview: -

We are seeking a motivated and results-driven Customer Acquisition Manager to join our growing team at Jiraaf.com. The primary responsibility of this role is to engage with registered leads, guide them through the KYC process, and convert them into first-time investors on our platform. The ideal candidate will have a passion for customer engagement, strong communication skills, and a proven track record in B2C or D2C fintech environments, preferably in equity, mutual funds, bonds, or debt markets.

Key Responsibilities:

• Lead Engagement and Conversion: Actively engage with registered leads via phone calls, emails, and other communication channels to build trust and guide them toward completing the KYC process and making their first investment.

• KYC Facilitation: Assist leads in completing the KYC process by providing clear guidance, addressing queries, and ensuring a seamless onboarding experience.

• Investor Nudging: Use persuasive communication and relationship-building skills to encourage leads to make their first investment in bonds or other fixed-income products on Jiraaf.com.

• Customer Education: Educate leads about the benefits of investing in bonds and debt markets, addressing concerns and simplifying complex financial concepts.

• Pipeline Management: Manage and track leads through CRM tools, ensuring timely follow-ups and maintaining accurate records of interactions and conversion progress.

• Performance Tracking: Monitor and report on key performance metrics, such as lead-to-KYC conversion rates and KYC-to-investment conversion rates, to optimize strategies and achieve targets.

• Collaboration: Work closely with the marketing, product, and compliance teams to align acquisition strategies with platform goals and regulatory requirements.

• Market Insights: Stay updated on trends in the fintech, bonds, and debt markets to provide relevant insights to leads and enhance conversion strategies.

Qualifications and Experience: -

• Education: Minimum Bachelor’s degree in any stream (e.g., Business, Finance, Commerce, Marketing, or related fields).

• Experience: 2-5 years of work experience in customer acquisition, sales, or business development, preferably in B2C or D2C fintech platforms.

• Industry Preference: Experience in equity, mutual funds, bonds, or debt markets is highly desirable. Familiarity with SEBI-regulated platforms is a plus.

• Technical Skills: Proficiency in CRM tools (e.g., Salesforce, HubSpot, or similar) and MS Office. Basic understanding of KYC processes and fintech platforms.

• Regulatory Knowledge: Awareness of SEBI regulations and compliance requirements related to financial products is an advantage.

Key Qualities to Excel in This Role: -

• Exceptional Communication Skills: Ability to articulate complex financial concepts in a simple, engaging, and persuasive manner to build trust with leads.

• Customer-Centric Mindset: Strong focus on understanding customer needs, addressing concerns, and providing a personalized onboarding experience.

• Sales and Persuasion Skills: Proven ability to convert leads into customers through effective nudging, follow-ups, and relationship-building.

• Empathy and Patience: Skill in handling diverse customer profiles, addressing hesitations, and guiding first-time investors with patience and clarity.

• Result-Oriented: Strong drive to meet and exceed conversion targets while maintaining high standards of customer satisfaction.

• Problem-Solving Skills: Ability to troubleshoot issues during the KYC process or investment journey, ensuring a smooth experience for leads.

• Adaptability: Comfortable working in a fast-paced fintech environment and adapting to evolving processes and market trends.

• Team Player: Collaborative approach to work with cross-functional teams to achieve shared goals.

• Attention to Detail: Meticulous in managing lead data, ensuring compliance with KYC and SEBI regulations, and maintaining accurate records.

Why Join Jiraaf.com?

• Be part of a SEBI-regulated fintech platform revolutionizing the fixed-income investment space in India.

• Work in a dynamic, growth-oriented environment with opportunities to make a direct impact on customer acquisition and business success.

• Collaborate with a passionate team dedicated to financial empowerment and innovation.

• Competitive compensation, performance-based incentives, and opportunities for career growth.

If interested, drop an email on azhar.p@jiraaf.com attaching your latest resume