Client Acquisition Specialist

Client Acquisition Specialist

If you have a proven track record in telesales or client acquisition within the financial or insurance sector and possess strong knowledge of the stock market

Key Responsibiities:

Career Opportunities

• High-Value Calling:

  Execute high-volume outbound calls to potential clients, introducing and promoting our integrated financial services, with a specific focus on investment and trading platforms.

• Needs Assessment:

  Conduct thorough discussions with prospects to understand their financial goals, risk appetite, and insurance requirements.

• Consultative Selling:

  Proactively recommend and explain relevant financial products, including:

• Investment & Stock Market Services

  ( Equity, Mutual Funds).

• Insurance Solutions

  (Life, Health, General) to ensure comprehensive financial security.

• Sales Conversion:

  Skillfully handle client objections, clarify complex financial concepts, and successfully convert leads into active, long-term clients.

Knowlegde and Complaince:

• Product Expertise:

  Maintain an up-to-date, comprehensive knowledge of all investment and insurance offerings, market trends, and regulatory changes.

• Ethical Practices:

  Adhere strictly to regulatory compliance guidelines, ensuring all communication and sales practices are ethical and prevent mis-selling.

Adminisration and Reporting:

• CRM Management:

  Accurately track and manage all client interactions, sales pipeline, and follow-up activities using the Customer Relationship Management (CRM) system.

• Target Achievement:

  Strive to meet and exceed monthly/quarterly sales targets and key performance indicators (KPIs) for both account openings and premium sales.

Required skills and Qualification:

• Experience:

  Minimum

  1-2 years

  of experience in Telesales, Client Acquisition, or Financial Advisory, preferably within the

  Investment, Stock Broking, or Insurance industries.

• Financial Market Knowledge:

  Good conceptual understanding of the

  stock market, trading processes, and basic investment products.

• Insurance Acumen:

  Familiarity with the structure and benefits of common

  life and general insurance products

  .

• Communication:

  Exceptional

  verbal communication skills

  in Tamil and English, with a clear, professional, and persuasive telephone presence.

• Attributes:

  Highly target-oriented, self-motivated, and possess excellent negotiation and problem-solving skills.

• Education:

  Bachelor's degree in any discipline (preferred).

Why Join us??

• Competitive salary structure with

  uncapped performance-based incentives

  (commissions/bonuses).
• Direct exposure to the fast-growing world of Fintech, partnering with Stock Broking services.
• Continuous training and professional development in financial planning and market dynamics.
• A dynamic, supportive, and performance-driven work culture.

📍 Location:

If you are ready to use your financial knowledge and sales skills to drive client growth for both investment and insurance services, we encourage you to apply!