Role & responsibilities

Execute field activities (visits, activations, residential/commercial canvassing) to acquire retail customers.

• Acquire and onboard high-net-worth retail clients using prior industry connects and networking.
• Drive investments in Fixed Deposits, Bonds, and Mutual Funds.
• Build and maintain strong sales pipelines using CRM and structured sales processes.
• Negotiate and close deals independently with minimal support.
• Leverage personal relationships to acquire customers.
• Ensure accurate MIS tracking, compliance adherence, and timely closures.
• Meet and exceed aggressive monthly and quarterly targets.
• Work under target pressure with a high ownership and growth mindset.
• Implement field-based strategies to maximise customer acquisition.
• Manage high-volume conversions with smaller ticket sizes.
• Conduct pitches and overcome objections to drive closures.

Preferred candidate profile

Minimum 3 years of client acquisition experience in banks, NBFCs, securities firms, or liability-based products.

Strong track record of customer acquisition & sales closure.

Must carry rich customer contacts and active networks.

Familiar with sales rigor, process orientation & CRM usage.

High ownership, negotiation skills, resilience under pressure.