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Digital Acquisition Executive
ConfidentialThane, Mumbai7 days ago
Job descriptionSales-driven mindset with a focus on achieving acquisition targets. Basic knowledge and interest in the stock market and related financial products. Strong communication and interpersonal skills to effectively engage with clients. Ability to work independently and handle multiple leads simultaneously. Comfortable using digital tools and CRM systems for lead management and tracking. Minimum education : Completed 10th and 12th standard. Graduate in any discipline with no backlogs (mandatory). Good computer literacy and familiarity with mobile applications.
Key Responsibilities :
- Acquire new clients digitally by engaging with leads through the Loan Management System (LMS) or other digital platforms.
- Assist clients in downloading and navigating the mobile application.
- Guide clients through the KYC (Know Your Customer) process to ensure completion and compliance.
- Maintain timely follow-ups with clients to ensure a smooth onboarding experience.
- Coordinate with internal teams to resolve any client queries or technical issues related to app usage and KYC.
- Track and report on acquisition metrics and progress to management regularly.
Desired Candidate Profile :
Qualifications and Skills Required :
Skills Required
Lead Management, Lms, kyc process
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Executive Acquisition • Thane, Mumbai
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