Client Reactivation Executive

Phillipcapital; Mumbai; On-site; INR 240,000 - 360,000; Full time

Job summary

Phillipcapital Mumbai is seeking a proactive Sales / Client Acquisition specialist who will make outbound calls, generate and qualify leads for mutual funds, equities, PMS, and insurance, and explain product features clearly to clients.

You will engage clients, follow up to maintain relationships, schedule meetings for senior sales representatives, and help convert leads into business opportunities while hitting daily and monthly targets.

Qualifications

• Graduate in any discipline (Commerce/Finance preferred).
• Freshers or candidates with prior tele-calling / sales experience can apply.
• Fluency in English, Hindi, and/or regional languages.

Responsibilities

• Client Outreach & Lead Generation: Make outbound calls to prospective clients from provided databases. Generate and qualify leads for various financial products. Explain product features and benefits clearly.
• Client Engagement: Build and maintain strong relationships with clients through regular follow-ups. Address client queries and provide basic financial information (non-advisory).
• Sales Support: Schedule meetings or calls for senior sales representatives. Assist in converting leads into opportunities. Meet daily/weekly/monthly targets.
• Data Management & Reporting: Update client interactions and call outcomes in CRM systems. Maintain accurate records of leads, follow-ups, and conversions. Share daily reports with the reporting manager.

Skills

Strong communication

Interpersonal skills

Persuasive speaking

Listening skills

Resilience

MS Excel/CRM tools

Education

Graduate degree

Tools

MS Excel

CRM tools

Job description

Location: Mumbai

Department: Sales / Client Acquisition

Key Responsibilities:

1. Client Outreach & Lead Generation:

   Make outbound calls to prospective clients from provided databases.

   Generate and qualify leads for various financial products (e.g., mutual funds, equities, PMS, insurance, etc.).

   Explain product features and benefits in a clear and engaging manner.

2. Client Engagement:

   Build and maintain strong relationships with clients through regular follow-ups.

   Address client queries and provide basic financial information (non-advisory in nature unless licensed).

   Maintain a professional and courteous approach at all times.

3. Sales Support:

   Schedule meetings or calls for senior sales representatives / relationship managers.

   Assist in converting leads into business opportunities.

   Meet daily/weekly/monthly calling and lead generation targets.

4. Data Management & Reporting:

   Update client interactions and call outcomes in CRM systems.

   Maintain accurate records of leads, follow-ups, and conversions.

   Share daily reports with the reporting manager.

Key Skills & Competencies:

• Strong communication and interpersonal skills
• Persuasive and confident speaking ability
• Basic understanding of financial products (preferred)
• Good listening skills and patience
• Ability to handle rejection and stay motivated
• Basic computer knowledge (MS Excel, CRM tools)

Qualifications:

• Graduate in any discipline (Commerce/Finance preferred)
• Freshers or candidates with prior tele-calling / sales experience can apply

Additional Requirements:

• Fluency in English, Hindi, and/or regional languages
• Target-driven mindset with a proactive approach
• Willingness to learn and grow in the financial services domain