Client Acquisition Lead – Finexa Platform

Job Title: Client Acquisition Lead – Finexa Platform
Location: Remote (Work From Home)
Department: Sales & Business Development
Employment Type: Full-time
About Finexa
Finexa is India’s leading wealth-tech platform offering end-to-end solutions for Mutual Fund
Distributors (MFDs), RIAs, and financial advisory businesses. We empower financial
professionals with robust tools for operations, analytics, client management, and business
growth.
Role Overview
The Client Acquisition Lead will manage the entire client acquisition lifecycle for the Finexa
Platform. This includes conducting product demos, addressing lead queries, ensuring
smooth onboarding, collecting subscription charges, driving renewals, and maintaining highquality CRM data. The role is fully remote and requires excellent communication and
relationship-building skills.
Key Responsibilities
1. Product Demonstrations
• Conduct detailed and engaging online demos of the Finexa Platform for leads
generated through various channels.
• Customize demonstrations to highlight platform features relevant to the lead’s
business objectives.
2. Lead Engagement & Query Resolution
• Interact professionally with leads to resolve queries, address objections, and provide
clarity on platform capabilities.
• Ensure timely and accurate responses to help leads evaluate the platform effectively.
3. Subscription Conversion
• Convert leads into paid Finexa subscribers by collecting subscription charges.
• Guide clients through the payment and subscription activation process.
• Collaborate closely with the Marketing Team to stay updated on ongoing trial pack offers, festival promotions, and campaign-driven initiatives.
• Leverage these marketing programs strategically during conversations to keep leads engaged, drive interest, and enhance the overall sales conversion process.
4. Coordination With Telecalling Team
• Work closely with the Telecaller Team for scheduling and rescheduling demos.
• Ensure seamless coordination to maximize demo attendance and lead engagement.
5. Client Onboarding Coordination
• Collaborate with the Customer Success Team to ensure smooth onboarding of MFDs/Advisors post-subscription.
• Track onboarding progress and ensure all necessary steps are completed.
6. Referral Management
• Collect referrals from existing paid Finexa clients and ensure they are added to the pipeline for further follow-up.
7. Renewal Management
• Engage with clients approaching subscription expiry.
• Ensure timely renewal follow-ups and maximize retention.
8. CRM Management
• Maintain complete and accurate records of all leads, calls, demos, follow-ups, conversions, and renewals.
• Ensure strict CRM data hygiene and timely updates.
9. Reporting
• Generate periodic (daily/weekly/monthly) reports on lead status, calls done, followups completed, demos conducted, conversions, and renewals.
• Share insights and recommendations to improve acquisition processes.
Key Skills & Competencies
• Excellent communication and presentation skills
• Strong ability to explain SaaS solutions clearly and confidently
• Effective objection-handling and customer engagement skills
• High follow-up discipline and persuasion abilities
• Ability to collaborate with Telecalling and Customer Success teams
• Proficiency in CRM systems and accurate data maintenance
• Target-oriented mindset with strong focus on conversions and renewals
Qualifications & Experience
• Bachelor’s degree in any discipline
• 1–4 years of experience in client acquisition, inside sales, or SaaS sales
• Experience in fintech, mutual funds, or financial services preferred
• Preferred: NISM VA Certification
What We Offer
• Remote Work (Work From Home)
• Competitive salary with attractive performance incentives
• Opportunity to grow in a rapidly scaling wealth-tech company
• Exposure to a comprehensive financial technology ecosystem
• Collaborative and supportive work environment

Work arrangement
Yes