Hireginie
Website:
hireginie.com
Job details:
Associate / Sr. Associate (Acquisition)
About Our Client: We are a financial advisory firm focused on helping individuals make informed, goal-based financial decisions through structured planning and disciplined investment strategies. With a client-centric and ethical approach, the organization provides unbiased guidance and wealth management solutions primarily for salaried professionals, enabling long-term financial security and growth.
Job Role: Associate / Sr. Associate (Acquisition)
Location: Faridabad, Haryana
Experience: 0-4 Years
Qualification: Bachelor’s degree in any subject in Finance, Business, or a related field.
About the role: The primary responsibility of this role is to open new investor accounts and generate consistent monthly inflows aligned with defined targets. The ideal candidate will have a strong background in financial products and a passion for sales
Key Responsibilities:
- Acquire new retail clients and open fresh mutual fund investment accounts
- Achieve monthly sales targets through SIP / Lumpsum investments
- Stay updated on market trends, fund performance, and regulatory changes
- Develop and implement effective sales strategies to achieve mutual fund sales targets.
- Identify and engage potential clients through various channels, including networking, referrals, and cold calling.
- Prepare and deliver sales proposals to potential clients.
- Collaborate with internal teams to ensure smooth onboarding and client servicing.
- Maintain accurate records of client interactions and transactions in the CRM system.
- Ensure complete and accurate documentation in line with KYC, AML, and regulatory requirements
- Follow the compliance, regulatory, and ethics requirements to deliver an exceptional client experience
Requirements:
- Bachelor’s degree in any subject in Finance, Business, or a related field.
- Relevant experience in financial sales, with a focus on mutual funds or similar investment products preferred but not mandatory
- Good communication, negotiation, and presentation skills.
- Ability to build and maintain strong client relationships.
- Self-motivated with a track record of meeting or exceeding sales targets.
- Proficiency in Microsoft Office Suite and CRM software preferred
About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.
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