Found Description
Position: Client Acquisition Associate
Location: Kolkata, - Park Street/Salt Lake
We are hiring a Client Acquisition Associate for one of our clients, who will be responsible for engaging with existing/potential clients and leads to identify new investment opportunities, drive conversions, and support business growth in mutual fund investments.
Key Responsibilities
· Reach out to existing/potential clients and leads via calls, Whats App, and email to re-engage and explore new investment opportunities
· Recommend relevant mutual fund options based on client profiles and past interactions
· Follow up consistently with interested or inactive clients to drive conversions
· Maintain and update client records (interaction notes, interest level, next steps) in CRM or internal trackers
Required Experience
· 0–2 years of experience in sales, client engagement, or customer-facing roles
· Freshers with st...