Client Acquisition Manager

About iNVESTT

iNVESTT.in is a SEBI-registered research analyst firm specializing in fee-only direct mutual fund advisory under the OutperformX brand. Their proprietary OutperformX algorithm evaluates mutual funds on 28 parameters such as rolling returns, risk-adjusted returns, and consistency against benchmarks to guide client investments.

Role Overview

As a Client Acquisition Manager, you will conduct 1-hour paid portfolio review calls with investors led to iNVESTT via marketing and YouTube, without any cold calls since leads are provided. During these conversations, you'll assess their financial goals and existing mutual fund portfolios, identify issues, and transparently explain how iNVESTT's advisory services can support them, leaving every client with valuable insights regardless of whether they choose to continue.

Responsibilities

• Conduct thorough discovery on calls by exploring clients’ goals, timelines, income, risk tolerance, and return expectations.
• Understand how clients have built their portfolios, reasons behind fund choices, advice received, and past reactions to market volatility.
• Pinpoint underlying concerns causing the clients to seek advice, such as portfolio underperformance or confusion.
• Analyze portfolios before and during calls, comparing fund and portfolio returns against the Nifty 500 TRI benchmark.
• Detect common investor errors like fund overlap, over-diversification, chasing past returns, and misalignment with goals.
• Explain findings using clear, jargon-free language in English or Telugu.
• Offer clear Buy, Hold, or Sell recommendations per fund grounded in a 7-point checklist, ensuring clients understand the rationale.
• Clarify the unique advantages of iNVESTT's OutperformX algorithm, direct plans, and fee-only advisory compared to commission-based models.
• Recommend appropriate advisory plans tied to portfolio size and client needs, responding effectively to common objections.
• Follow up diligently with undecided prospects and facilitate smooth handover of clients to onboarding teams.
• Maintain accurate call notes and pipeline status in CRM, strictly adhering to SEBI regulations including no guaranteed returns or stock tips disclosures.

Required Skills and Experience

• Between 1 to 4 years in mutual fund advisory, wealth management, investment sales, or relationship management roles.
• Deep understanding of mutual fund categories, direct vs regular plans, expense ratios, rolling returns, Sharpe ratio, and benchmark comparisons.
• Capability to analyze mutual fund portfolios and explain insights clearly to clients.
• Strong consultative selling skills characterized by listening, diagnosing, and recommending.
• Proficient communication in English and Telugu; Hindi is an advantage.
• Comfortable conducting one-hour video calls with clients.
• Uphold honesty and prioritize clients’ best interests, providing truthful portfolio assessments.

Preferred Qualifications

• Certifications such as CFP, CFA (any level), or NISM XA/XB.
• Academic background in Finance, Commerce, or Economics; MBA in Finance is a plus.
• Experience with fund analysis platforms like Value Research or Morningstar.

Compensation and Benefits

• Pre-qualified warm leads provided—no cold calling required, with clients paying for the advisory call.
• Competitive fixed salary accompanied by attractive incentives for every successful client conversion.
• Comprehensive training on iNVESTT’s proprietary 7-point fund checklist and OutperformX methodology.
• Work in a transparent, fee-only advisory environment free of commissions, enabling honest guidance.
• Opportunity to collaborate directly with the company founder within a growing advisory firm.
• Modern office located in Hyderabad.