Client Acquisition Executive

Client Acquisition Executive (PRO)

Company: Invest 4U Solutions
Industry: Financial Services, Insurance & Investment Advisory
Location: Tripunithura and infopark
Employment Type: Full-time
Salary: ₹12,000 per month + Attractive Incentives

About the Company

Invest 4U Solutions is an established financial services and advisory firm with over three decades of experience, serving individuals, families, professionals, and business owners.

We provide professional solutions in:

• Insurance
• Investments
• Retirement Planning
• Wealth Creation
• Financial Planning
• Business Protection

Our focus is on professional guidance, long-term client relationships, and understanding individual financial needs.

Job Summary

We are looking for a confident, mature, and relationship-oriented Client Acquisition Executive to join our team.

The role involves identifying potential clients, developing new business opportunities, meeting prospective clients, building long-term relationships, and coordinating with the internal team for smooth client onboarding and service delivery.

Key Responsibilities

• Identify and acquire new clients through field visits, referrals, networking, and business connections.
• Meet prospective clients and understand their financial requirements.
• Build and maintain strong, long-term client relationships.
• Schedule client meetings and conduct regular follow-ups.
• Generate leads and convert prospects into clients.
• Support business development and revenue-generation activities.
• Coordinate with internal teams for client onboarding and service delivery.
• Develop professional relationships with families, professionals, entrepreneurs, and business owners.
• Maintain regular communication with existing and prospective clients.

Candidate Profile

• Age: 35–45 years preferred
• Language: Fluent Malayalam is essential; working knowledge of English preferred.
• Strong communication and interpersonal skills.
• Confident and professional personality.
• Mature, responsible, and self-motivated.
• Comfortable interacting with families, professionals, entrepreneurs, and business owners.
• Good client-handling and relationship-building skills.
• Willingness to travel for client meetings.
• Own two-wheeler preferred.

What We Offer

• Fixed Salary: ₹12,000 per month
• Attractive performance-based incentives
• Opportunity to earn additional income through successful client acquisition.
• Opportunity to build a career in financial services and client relationship management.
• Professional working environment.

Who Can Apply?

Candidates with experience in sales, business development, insurance, banking, financial services, relationship management, or client acquisition are preferred.

Candidates with strong communication skills and a proven ability to build relationships are also encouraged to apply.

Job Location

Tripunithura & Kakkanad, Kerala

Employment Type: Full-time
Salary: ₹12,000/month + Incentives

Pay: ₹10,000.00 - ₹12,000.00 per month

Work Location: In person