Associate / Sr. Associate (Acquisition) (Kolkata)

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 current 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, n