Phoenix Financial Services
Bussiness Associate
Skills
21 days ago
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Important information
Contract type:
Permanent, Internship
Location:
Madhya Pradesh, India
Work mode:
Onsite
Published on:
6 October 2026
What they need
Client Acquisition Executive
Company: Phoenix Financial Services
Location: Vijay Nagar, Indore
Experience: Fresher’s / 0–2 Years
Employment Type: Full-Time
Salary: ₹12,000–₹30,000 + Performance Incentives
About the Role
Phoenix Financial Services is looking for enthusiastic and confident Client Acquisition Executives to join our team.
The role involves connecting with potential clients over the phone, understanding their requirements, explaining the company’s stock-market advisory services, and assisting in client on boarding.
Key Responsibilities
- Make outbound calls to prospective and existing clients.
- Explain the company's stock-market advisory services and offerings clearly.
- Understand client requirements and communicate relevant service information.
- Follow up with interested prospects and maintain regular communication.
- Assist in converting qualified leads into clients.
- Maintain accurate records of calls, follow-ups, and client interactions.
- Coordinate with the internal team for client onboarding and service-related requirements.
- Achieve assigned calling and performance targets.
- Follow company policies and applicable compliance requirements while communicating with clients.
Requirements
- Freshers are welcome to apply.
- Graduate in any discipline preferred.
- Good communication and interpersonal skills.
- Comfortable speaking with customers over the phone.
- Basic knowledge or interest in the stock market/financial services is an advantage.
- Positive attitude, confidence, and willingness to learn.
- Target-oriented and self-motivated.
What We Offer
- Salary: ₹12,000–₹30,000 per month
- Performance-based incentives
- Training and guidance for fresher’s
- Opportunity to develop communication, sales, and financial-services knowledge
- Career growth opportunities
- Full-time position at our Vijay Nagar, Indore office
Interested candidates can contact:
Palak – HR,
Phoenix Financial Services
[email protected]
Pay: ₹12,000.00 - ₹25,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Paid sick time
- Paid time off
Work Location: Remote
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