Client Acquisition Executive – Wealth Management & Mutual Funds

Job Title: Sales Development Representative (SDR) New Client Acquisition

Location: Bangalore

Experience:

• 2-4 years of experience in financial services sales or client engagement
• Mutual fund distribution / wealth advisory
• Investment advisory (RIA environment)
• PMS or HNI product sales

Role Overview:

As a Sales Development Representative (SDR) in the Acquisition team, you will be responsible for engaging inbound leads (MQLs) and converting them into qualified consultations with financial advisors.

This role combines structured prospecting, high-level consultative discovery, objection handling, and disciplined follow-ups. It is designed as an entry point into advisory and relationship management roles over time.

You will own the initial client interaction, qualify prospects, and ensure seamless handoff to financial experts with proper context.

Key Responsibilities:

1. Lead Engagement & Qualification

Connect with inbound leads via calls and respond promptly to callback requests

Understand client goals, investment intent, and financial context

Conduct high-level discovery to assess readiness and suitability

Handle objections (timing, trust, fees, existing advisor) using a consultative approach

2. Follow-ups & CRM Management

Maintain strong follow-up discipline through scheduled callbacks and reminders

Update CRM with accurate notes, lead status, and next steps

Identify and tag invalid, duplicate, or low-quality leads

3. Meeting Booking & Handoffs

Schedule consultations with appropriate financial advisors based on client fit

Prepare clear handoff notes including:

Client goals and urgency

Financial context

Key concerns and objections

Coordinate confirmations and reschedules to improve meeting attendance

4. Compliance & Customer Experience

Follow regulatory and internal compliance guidelines (DND/consent protocols)

Use approved communication templates

Maintain a professional and trustworthy client experience

Success Metrics (KPIs)

Lead response time and follow-up consistency

Number of qualified meetings booked

Meeting show-up rate

Quality and completeness of handoff notes

CRM accuracy and data hygiene

Skills Required:

Strong phone-based sales and consultative discovery skills

Ability to explain investment concepts in a simple, client-friendly manner

Excellent verbal and written communication skills

Strong objection handling with empathy and trust-building

High ownership and follow-up discipline

Proficiency in CRM tools and sales workflows

Qualifications (Must-Have):

2-4 years of experience in financial services sales or client engagement

Experience in at least one of the following:

• Mutual fund distribution / wealth advisory
• Investment advisory (RIA environment)
• PMS or HNI product sales

Experience handling investment-related conversations (goal-based investing, risk profiling, etc.)

Proven ability to convert leads into booked consultations

Bachelor's degree (Commerce, BBA, Engineering preferred)