Business Development Associate

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: ₹10,000.00 - ₹15,000.00 per month

Language:

• Hindi, Marathi (Required)

Work Location: In person