Client Acquisition Executive

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.