Acquisition Manager

Credicus Business Services; Greater Noida, Dadri; On-site; INR 334,800 - 580,320; Full time

Benefits offered by this job

PF coverage

Insurance coverage

Performance-based incentives

Job summary

Credicus Business Services in Greater Noida is seeking a results-driven sales professional to acquire new clients through proactive prospecting and networking, with a focus on financial products.

You will cross-sell SIPs, mutual funds, insurance, and equity, build lasting client relationships, and meet monthly and quarterly targets, including SIP contributions and cross-selling across products.

Qualifications

• Minimum 6 months of experience in sales in CASA, Insurance, Dmat, SIPs or Mutual Funds.
• Strong communication and interpersonal skills.
• Good knowledge of broking and financial services operations.

Responsibilities

• Acquire 7-8 new clients per month from open market through proactive prospecting and networking.
• Cross-sell third‑party investment products including SIPs, Mutual Funds, Insurance and Equity.
• Drive revenue from all products within sourced accounts to ensure business growth.
• Meet monthly and quarterly sales targets through effective client management and cross‑selling.
• Build and maintain strong client relationships and tailor investment solutions.

Skills

Sales experience

Communication skills

Interpersonal skills

Broking knowledge

Job description

JOB DISCRIPTION

Role & Responsibilities:

• Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
• Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
• Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
• Achieve a target of 5 SIPs per month, each of Rs. 2000.
• Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
• Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.

Preferred Candidate Profile:

• Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
• Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
• Good knowledge of broking and operations within the financial services industry.
• Prior experience in the broking industry is a plus.

Perks and Benefits:

• PF and Insurance coverage
• Fixed salary with attractive performance-based incentives

Interview Process:

• HR Round
• Sales Manager Round