3494 Client Acquisition Jobs - Page 32

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Responsibilities: Deliver the service as per training Manage inside sales process from lead to close Ensure compliance with company policies & procedures Shift allowance Sales incentives Performance bonus

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ?25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ?25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ?25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ?25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than 25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

Role & Responsibilities: Lead generation for training services Sell SGS training programs to potential clients Develop and manage corporate and institutional tie-ups Ensure timely payment collection from clients Focus sales activities specifically on the Maharashtra market Critical Skills Desired: Strong subject knowledge Effective communication, selling, and convincing skills Proficiency in the local language Qualifications: Graduation (any discipline)

Growth of Revenue and Market Share Travel across assigned branches at regular interval Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- Minimum 60% client activation in Commodity and Currency on M+2 basis Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA).

Growth of Revenue and Market Share Travel across assigned branches at regular interval Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- Minimum 60% client activation in Commodity and Currency on M+2 basis Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA).

Growth of Revenue and Market Share Travel across assigned branches at regular interval Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- Minimum 60% client activation in Commodity and Currency on M+2 basis Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX. NCDEX, Channel Management Skills - IFD (Independent Financial Distributors), IFA (Independent Financial Advisors), B2B Channel (Partner . Franchisee, IFD/IFA).

YuCollect (https://www.yucollect.com/), Part of Yubi group - (https://www.go-yubi.com/) YuCollect is Indias first Unified Collections Infrastructure(, designed to transform the debt collections ecosystem at scale. It provides the foundational infrastructure that enables lenders, collection agencies, and regulators to operate on a single, transparent, and technology-driven network. From seamless discovery to compliant execution and real-time governance, YuCollect empowers all stakeholders to build modern, efficient, and trustworthy collection processes. YuCollect is laying down the rails for how collections should function in a rapidly evolving financial landscape. By enabling data-aligned collaboration, scalable integrations, and compliance-by-design, it ensures every participant in the ecosystem, big or small, can grow and operate with confidence. Role Summary: We are seeking an energetic and strategic Cluster Lead to lead our expansion efforts in the SaaS, Service Sales, and Marketplace sectors. This pivotal role involves managing the end-to-end sales process, driving business growth, and taking full ownership of the profit and loss (P&L) within your cluster. The ideal candidate will possess a strong sales acumen, adept communication skills, and the ability to cultivate meaningful industry connections. Key Responsibilities: Business Development Leadership Drive business development efforts within the cluster to acquire new customers and grow existing relationships. Ensure the team of Business Development Managers is focused on high-value opportunities, including account penetration, sales strategy, and solution positioning. Align cluster business goals with regional objectives, ensuring seamless execution of the sales plan. Team Management and Development Lead, mentor, and manage a team of Business Development Managers (BDMs) to achieve business and sales targets. Conduct regular performance reviews and provide continuous feedback to team members to support their growth. Foster a high-performance culture by motivating the team, setting clear goals, and providing the necessary tools and resources to succeed. Strategic Planning and Execution Assist in formulating cluster-specific strategies in collaboration with the Regional Head, focusing on revenue growth, market share, and customer success. Develop detailed business plans for the cluster, outlining key activities, budgets, and timelines. Execute the business development strategy by identifying key opportunities and ensuring that the team delivers results. Sales Performance Management Set clear performance targets and KPIs for the team of Business Development Managers and hold them accountable for achieving their goals. Monitor, analyze, and report on sales metrics, including lead conversion, sales pipeline health, and revenue generation. Ensure that all sales processes and methodologies are followed effectively, driving operational excellence and consistency across the cluster. Customer Relationship Management Build and maintain strong relationships with key customers and partners within the cluster. Address customer concerns and escalations in a timely manner, ensuring a high level of satisfaction and retention. Work closely with the Customer Success and Pre-sales teams to ensure alignment on customer needs and solution delivery. Market Intelligence & Competitor Analysis Continuously monitor market trends, competitor activities, and industry developments to identify opportunities and threats. Share insights with the Regional Head and business development team to fine-tune strategies and tactics for competitive advantage. Profit Center and Budget Management Responsible for achieving sales revenue targets and managing the revenue performance of the cluster. Monitor budget allocation, sales expenses, and profitability, ensuring efficient use of resources. Develop and execute cost-effective strategies for the growth and profitability of the cluster. Collaboration with Other Teams Work closely with cross-functional teams, including marketing, customer success, product, and HR, to ensure alignment and smooth execution of business objectives. Collaborate with the Regional Head to align cluster strategies with the overall regional vision and goals. Reporting & Communication Regularly report on business development progress, sales forecasts, and key performance metrics to the Regional Head. Maintain transparent communication with the Regional Head, providing updates on performance, challenges, and opportunities. Preferred candidate profile 7-10 years of experience in a sales or business development role, with exposure to SaaS, Service Sales, or Marketplace environments.Demonstrable success in lead generation, follow-up strategies, and closing deals. Strong sales and negotiation capabilities.Exceptional communication skills to engage and influence stakeholders and clients. Comprehensive networking skills to sustain and expand industry relationships. Confidence in taking ownership of business operations and driving results. In-depth understanding of SaaS platforms, service sales mechanisms, and marketplace dynamics is crucial.

Your responsibilities: *Build relationships with existing and new doctors *Regular face to face meetings and follow ups *Expand our network of partner clinics *Identify new areas and clinics for referral *Organise outreach camps and activities

Recruiting New Financial Advisor & Associate Partner(B2B Sales) Providing product knowledge & Responsible for training to Financial Advisor Need 1 Year Field sales Experience in any Industry Salary up to 4 LPA + Incentives Contact Deepesh@ 8949860524

Key Responsibilities: Identify and acquire new API channel partners to drive business growth in the CMS domain. Manage end-to-end partner onboarding, including documentation, legal agreements (NDAs, contracts), and compliance, in coordination with the legal team. Act as the first point of contact for all partner-related queries, ensuring timely support and smooth communication. Oversee partner integration with the banks systems and ensure successful go-live of API services. Maintain and nurture existing partner relationshipsdrive account farming, increase wallet share, and identify cross-selling opportunities. Track partner performance, conduct trend analysis, build dashboards, and present actionable insights to internal stakeholders. Collaborate closely with product, legal, tech, and operations teams to ensure a high-quality partner experience. Key Requirements: 5-8 years of relevant experience in API banking, digital partnerships, or key account management within BFSI, fintech, or enterprise SaaS. Strong understanding of cash management products, API integration processes, and digital banking trends. Demonstrated ability to manage both strategic and operational aspects of partner relationships. Excellent communication, negotiation, and problem-solving skills. Strong analytical mindset with experience in dashboarding, reporting, and performance monitoring tools. Ability to work cross-functionally and influence internal stakeholders to achieve business goals. Interested candidates can share their resume on harsh@beanhr.com/9045052072

Identify and close new client opportunities across IT and Non-IT vertical Pitch staffing solutions to potential clients and generate lead Build long-term client relationship and ensure continued success Ability to work in a target-driven environment Required Candidate profile Collaborate with internal recruitment teams to ensure seamless delivery Meet monthly and quarterly revenue goals Conduct market research to identify growth opportunities Excellent communication skills

Identify, develop& manage new business opportunities in PET, Polymer & Polyolefin resin segments .Key account mgt & Distribution business handle. Analye the market trend Generate orders with customers & channel partners.Meeting customers send quotes

The Business Development Executive identifies new opportunities, builds strong ties with private/government colleges and corporate clients, and promotes BE Career Academys services. Requires an energetic, proactive, and communicative professional. Sales incentives

Role & responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify current and potential relationship with additional revenue potential and grow business Generating Incremental BusinessSales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement:Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process Contact- 9892273274

About the Role: Innovatiview India Limited is looking for a results-driven and motivated B2B Sales professional with at least 2+ years of experience in direct sales. The ideal candidate should have exposure to Corporate, Enterprise, SaaS, IT, Software, Hardware, or Direct B2B Sales, and be comfortable handling the complete sales funnel from lead generation to client conversion. Role & responsibilities: Identify and generate new B2B leads in target sectors Conduct client meetings and product demonstrations Handle end-to-end sales cycle including negotiation and closure Maintain strong relationships with key decision-makers and influencers Prepare proposals, presentations, and customized sales pitches Maintain updated sales records and pipelines in CRM Meet and exceed monthly and quarterly sales targets Preferred candidate profile Minimum 2 years of proven experience in B2B / Corporate / Enterprise / SaaS / IT / Software / Hardware / Direct Sales Track record of converting leads into long-term business relationships Strong presentation, negotiation, and communication skills Self-motivated and goal-oriented Must be based out of Mumbai and comfortable working from Kormangala office

Responsibilities: * Lead generation through cold calling * Meet revenue targets consistently * Close deals with clients * Manage existing accounts for retention & growth * Acquire new business opportunities

About the Role We are looking for a Relationship Manager who is passionate about building meaningful client relationships, handling assigned leads, converting leads into active clients, and providing ongoing support to clients. The RM plays a crucial role in achieving sales targets, ensuring client satisfaction, and contributing to the growth of the company's client base. Key Responsibilities: Contact and follow up with leads assigned diligently to convert leads into active clients by effectively communicating the value proposition of the company's services. Assist new clients in the account creation process, ensuring all necessary documentation is completed accurately and promptly. Work towards achieving individual sales targets set by the Team lead. Address and resolve any client issues related to account management, trading, or service quality. Educate clients on market trends, trading strategies, and the features of the trading platform to help them make informed decisions. Maintain accurate and up-to-date records of all client interactions, transactions, and account activities. Provide regular updates and reports to the Team lead on lead status, client interactions, and sales performance. Stay informed about market trends, Forex trading strategies, and economic developments that could impact clients. Work closely with other Relationship Managers and TL's to share insights, strategies, and best practices. Provide feedback on the sales process and suggest improvements to enhance client satisfaction and efficiency. What We Offer: Attractive Annual Bonus Competitive compensation and PF benefits A vibrant, growth-focused work culture Balanced working hours Opportunities to grow within the fintech and edtech ecosystem Work with a passionate team in a purpose-driven environment What Were Looking For: Bachelors degree in Finance, Business, Marketing, or related field. 1+ years of experience in sales support, customer service, or relationship management. Excellent communication and interpersonal skills. Target-driven mindset with the ability to work under pressure. Strong problem-solving abilities and emotional intelligence. Background in fintech, finance, or education sector is a plus. A team player with a proactive and client-first mindset. Location Hilite Business Park, Calicut, Kerala Finquo Versity is a dynamic and fast-growing e-learning platform dedicated to transforming financial education and professional development across India. Our mission is to empower learners with accessible, industry-relevant courses and practical knowledge delivered by experienced professionals and educators. At Finquo Versity, we combine technology, expertise, and innovation to create a learner- centric ecosystem that supports career growth and real-world skill-building. With a focus on excellence, our platform fosters a culture of continuous learning and collaboration.