Business Acquisition Associate

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:

1. Enrolment of Prospective MFDs into AssetPlus Academy

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 Academys 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.

2. 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

• 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 prospects 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