Inside Sales Representative

Key Responsibilities:

● Make outbound calls to prospective clients to explain financial products and services.

● Follow up on leads generated through marketing campaigns, websites, and referrals.

● Understand client requirements and provide suitable financial product recommendations.

● Maintain up-to-date knowledge of financial markets, trends, and regulatory updates.

● Maintain accurate records of calls, client interactions, and follow-ups in CRM tools.

● Achieve daily/weekly/monthly targets for calls, leads, and conversions.

● Handle client queries related to investments, account setup, and market-related concerns.

Required Skills and Qualifications:

● Bachelor’s degree in Finance, Commerce, Business Administration, or a related field (preferred).

● Previous telecalling or telesales experience, especially in financial services, is a plus.

● Good knowledge or interest in stock markets, trading, and investment instruments.

● Strong communication and interpersonal skills in English, Hindi, Tamil or Telugu (optional)

● Ability to persuade and build rapport with potential clients.

● Comfortable working with CRM software and digital tools.

● Experience working with a brokerage firm, investment advisory, or wealth management firm would be a plus

What We Offer:

● Amazing timings to work: Monday - Friday (9:30 am till 5:30 pm)

● Amazing Incentives: Great weekly/monthly/quarterly bonus

● Amazing Salary:: We offer very competitive salary to our employees

● Amazing work culture: Great working place, international standards, outstanding company with 21 years experience.

● On-the-job training in financial markets and investment products.

● Opportunity for career growth in financial sales and advisory roles.

● Dynamic and supportive work environment.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

• Paid sick time
• Provident Fund

Compensation Package:

• Quarterly bonus

Schedule:

• Fixed shift
• Monday to Friday

Work Location: In person