Job 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, WhatsApp, 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 strong communication and interest in financial services can also apply Preferred Industry Backgr...