Client Acquisition Manager
Investt
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Benefits offered by this job
Job summary
iNVESTT in Hyderabad seeks an experienced mutual fund advisor to run 1-hour paid portfolio reviews with pre-qualified leads. You will assess goals, review portfolios against benchmark performance, and provide Buy/Hold/Sell recommendations with a clear rationale.
This role emphasizes fee-only advice and direct, founder-led mentorship. Ideal candidates have 1–4 years in wealth management, strong mutual fund knowledge, and excellent Telugu/English communication.
Qualifications
- Minimum 1–4 years in mutual fund advisory, wealth management, or relationship management.
- Strong knowledge of fund categories, direct vs regular plans, expense ratios, rolling returns and benchmarks.
- Ability to read a mutual fund portfolio and explain findings clearly.
- Proven consultative selling skills and client-first approach.
- Excellent communication in Telugu and English; Hindi is a plus.
Responsibilities
- Run structured discovery on every call: goals, timelines, income, risk appetite, and return expectations.
- Review client portfolios and compare performance against benchmarks.
- Identify common mistakes like fund overlap and action plans.
- Provide Buy/Hold/Sell views using iNVESTT checklist with rationale.
- Explain OutperformX approach and benefits of fee-only advice versus commissions.
- Convert prospects to advisory plans and hand over to onboarding team; maintain CRM notes and compliance.
Skills
Education
Tools
Job description
iNVESTT is a SEBI Registered Research Analyst firm offering fee-only, direct mutual fund personal advisory under the OutperformX brand.
Our fund selection is driven by OutperformX, a proprietary algorithm that evaluates mutual funds across 28 parameters, including rolling returns, risk-adjusted returns, and consistency in beating the benchmark.
You will run 1-hour paid portfolio review calls with investors who come to us through our YouTube channel and marketing. All leads are provided by the company. No cold calling.
On each call, you'll understand the investor's goals and expectations, review their existing mutual fund portfolio against the Nifty 500 TRI, show them honestly where it's working and where it isn't, and explain how iNVESTT's advisory can help. Every client should leave the call with genuine, useful advice, whether or not they join.
The investors you speak with are mostly salaried professionals aged 30–45 with 15L+ in mutual funds, who have been investing on their own for a few years and are unsure whether their portfolio is actually working.
- Run structured discovery on each call: financial goals, timelines, income, risk appetite, and return expectations
- Understand how the client built their portfolio: who advised them, why they chose each fund, and how they've behaved in past market falls
- Identify the real problem behind the call, such as underperformance, confusion, too many funds, regular plans, or lack of a plan
- Analyse the client's existing portfolio before and during the call
- Compare portfolio and individual fund performance against the Nifty 500 TRI
- Identify common mistakes: fund overlap, over-diversification, regular plans, chasing past returns, sectoral concentration, and mismatch with goals
- Explain each finding in simple, jargon-free language, in English or Telugu
- Give a clear Buy / Hold / Sell view on each fund using iNVESTT's 7-point fund checklist
- Explain the reasoning behind each view so the client understands why, not just what
- Explain how iNVESTT selects funds using the OutperformX algorithm, and why it differs from star ratings and past-return rankings
- Explain the benefits of direct plans and fee-only advice versus commission-based distribution
- Recommend the right advisory plan based on the client's portfolio size and needs
- Handle objections such as "I can do it myself," "Why pay a fee?" and "Markets are down, I'll wait"
- Follow up with prospects who need time, and close within agreed timelines
- Hand over converted clients smoothly to the onboarding team
- Maintain call notes, portfolio findings, and pipeline status in the CRM
- Follow SEBI guidelines on every call: no guaranteed returns, no stock tips, accurate disclosures
- Number of review calls completed per month [e.g. 40–60]
- Conversion rate from review call to paid advisory [target: ~50%]
- Client satisfaction and quality of advice (based on call reviews)
- Accuracy of CRM records and follow-up discipline
- 1–4 years of experience in mutual fund advisory, wealth management, investment sales, or relationship management
- Strong knowledge of mutual funds: categories, direct vs regular plans, expense ratios, rolling returns, Sharpe ratio, and benchmark comparison
- Ability to read and analyse a mutual fund portfolio and explain findings clearly
- Proven consultative selling skills: you listen first, diagnose, then recommend
- Excellent communication skills in Telugu and English (Hindi is a plus)
- Comfortable speaking with clients by video call for a full hour
- Honest and client-first. You'll tell a client their portfolio is fine if it is.
- CFP, or CFA (any level) or NISM XA,XB
- Graduate in Finance, Commerce, or Economics; MBA (Finance) preferred
- Familiarity with Value Research, Morningstar, or similar fund analysis tools
- Warm, pre-qualified leads, no cold calling. Clients have already paid to speak with you.
- Attractive incentive on every conversion, on top of fixed salary
- Training on iNVESTT's 7-point checklist and the OutperformX methodology
- A fee-only, no-commission environment where you can give honest advice
- Work directly with the founder in a growing advisory firm
- New office in Hyderabad
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