Associate / Sr. Associate (Acquisition)

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, HaryanaExperience: 0-4 YearsQualification: 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 salesKey Responsibilities: Acquire new retail clients and open fresh mutual fund investment accountsAchieve monthly sales targets through SIP / Lumpsum investmentsStay updated on market trends, fund performance, and regulatory changesDevelop 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 requirementsFollow the compliance, regulatory, and ethics requirements to deliver an exceptional client experienceRequirements: 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 mandatoryGood 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 preferredAbout 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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