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Client Acquisition Executive

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Onsite

Client Acquisition Executive

Lakshmishree Investment & Securities Pvt. Ltd

Client Acquisition Executive

Skills

Marketing StrategyBusiness Development

1 month ago

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Important information


Contract type:

Permanent

Location:

Mumbai, Maharashtra, India

Work mode:

Onsite

Published on:

23 September 2026

What they need


Requirements:

  • A Marketing specialist is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution.
  • The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention.

Roles & Responsibilities

  • Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.
  • Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees.
  • Actively engage with clients, explain product benefits, and persuade them to make informed decisions about their financial options.
  • Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.
  • Develop strategies to attract new clients through networking, referrals, and community events.
  • Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty.
  • Business conversion of all the newly acquired franchisees.
  • Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition.
  • Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies.

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