As a Business Acquisition Executive, you will serve as the first point of contact for prospective and existing Mutual Fund Distributors (MFDs) entering the AssetPlus ecosystem.
This is primarily a calling and business acquisition role focused on lead qualification, opportunity conversion, and pipeline movement. You will engage with marketing-qualified leads (MQLs), understand their profile and intent, and convert them into sales-qualified leads (SQLs) for onboarding and empanelment.
Your Responsibilities Will Be Split Across Two Core Areas
Enrolment of Prospective MFDs into AssetPlus Academy
About
You will connect with aspiring MFDs who are interested in exploring mutual fund distribution as a career opportunity. Your role will involve educating them about:
The mutual fund distribution industry
The benefits of becoming an MFD
AssetPlus Academy’s training program
The process of certification and onboarding
You will conduct business opportunity presentations, platform demos, and qualification conversations to encourage candidates to enroll in the training program.
Empanelment of Existing ARN Holders
You will also engage with existing Mutual Fund Distributors and introduce them to the AssetPlus platform, helping them understand the value proposition and guiding them toward empanelment with AssetPlus.
As the first level of interaction in the funnel, you will play a critical role in ensuring high-quality lead qualification, timely follow-ups, and smooth handoff to the onboarding team.
Key Responsibilities
Lead Calling & Qualification
Engage with marketing-qualified leads (MQLs) through outbound calling and follow-ups
Qualify leads based on intent, profile fit, and readiness to proceed
Convert qualified leads into SQLs for onboarding and training
Business Opportunity Presentation & Platform Demo
Conduct 1-on-1 business opportunity presentations and demos
Educate prospects about:
Mutual fund distribution as a career/business opportunity
AssetPlus platform features and benefits
Earning potential and growth opportunities
Tailor conversations based on the prospect’s background
Funnel Movement & Follow-Ups
Ensure timely engagement of all assigned leads within defined TATs
Conduct structured follow-ups to move leads through the funnel
Maintain high responsiveness for priority leads
CRM & Operational Discipline
Maintain accurate lead records and follow-up notes in CRM
Update CRM within defined timelines after every interaction
Keep activity trackers and reports updated on a daily/weekly/monthly basis
Qualifications & Experience
0–2 years of experience in telesales, business development, client acquisition, customer engagement, or tele-calling roles
Strong communication and persuasion skills
Comfortable handling high-volume calling and follow-ups
Ability to conduct consultative conversations and demos confidently
Experience in BFSI or financial services is a plus
Familiarity with CRM tools and lead management processes is preferred
Fluent communication in Hindi and English (additional regional languages are a plus)
Proactive, adaptable, persistent, and target-oriented mindset
What Success Looks Like
Consistently achieving SQL conversion and empanelment targets
Driving strong funnel movement through timely follow-ups
Delivering high-quality lead qualification
Conducting impactful business opportunity presentations and demos
Ensuring smooth handoff of qualified candidates to onboarding teams
Maintaining strong CRM hygiene and operational discipline
Contributing actionable feedback to improve lead quality and campaign performance
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