Finance Client Acquisition Executive

I’m looking for a female professional with a solid commerce or finance background who can help me grow and nurture our finance-sector client base. Your core mission is two-fold: bring in fresh accounts from banks, insurers, fintechs, and other financial players, then keep those relationships thriving through attentive, solution-oriented service.

What you’ll handle
• Identify, reach out to, and secure new finance-industry clients through calls, emails, and LinkedIn outreach.
• Onboard each new account smoothly, clarifying objectives, timelines, and performance metrics.
• Serve as the day-to-day contact for existing clients, resolving questions quickly and flagging upsell opportunities.
• Track all touchpoints in our CRM, generating concise weekly reports on pipeline status and service follow-ups.

What I need from you
• Degree in commerce or finance and proven customer service experience.
• Outstanding communication and problem-solving skills; you know how to translate client pain points into practical solutions.
• Comfort with common sales and support tools—CRM platforms, Microsoft 365/Google Workspace, Zoom, WhatsApp Business, etc.
• Availability during Indian business hours for calls and status check-ins.

Success will be measured by the number of qualified finance leads converted, client satisfaction scores, and retention rate over your first three months. If you can combine proactive client acquisition with attentive ongoing service, I’d love to hear how you plan to make an immediate impact.