Inside Sales Executive

Job Description Inside Sales Executive
Location: Bangalore (On-site)
Department: Business Development & Sales
Industry: Financial Services / Research & Model Portfolios
Role Overview
We are looking for a high-energy Inside Sales Executive who can drive top-of-the-funnel
conversions, manage inbound investor queries, and convert them into qualified subscriptions
across our Research Calls and Model Portfolios platforms. The role demands strong
communication skills, a target-driven mindset, and the ability to operate in a regulated SEBI
environment with unwavering compliance discipline.
Key Responsibilities
1. Manage and convert inbound leads generated through digital campaigns, WhatsApp, and
app enquiries.
2. Understand customer requirements, profile the investor, and pitch the right service
offering (Trade Calls/ Model Portfolios).
3. Deliver crisp, compliant product explanations without providing investment advice or
assured-return commitments.
4. Conduct follow-ups, maintain a high conversion ratio, and drive daily/weekly target
achievement.
5. Maintain accurate lead entries, follow-up logs, and closure details in CRM with strong
data hygiene.
6. Educate customers on service features, pricing plans, app usage, and onboarding flows.
7. Uphold SEBI Research Analyst regulations during every communicationincluding
disclaimers, tele-sales scripts, and platform guidelines.
8. Handle objections, resolve basic queries, and escalate complex concerns to the senior
team when required.
9. Provide insights from customer interactions to improve pitch scripts, campaigns, and
product messaging.
Required Skills & Competencies
1. Excellent verbal communication in English and Hindi (Kannada is an added advantage).
2. Strong persuasion, negotiation, and objection-handling capability.
3. Good understanding of stock market basics (F&O / Equity awareness is a plus).
4. Ability to clarify complex financial concepts in simple language.
5. High ownership mindset, comfort with targets, and result orientation.
6. Strong CRM discipline, ability to multitask and manage lead funnels effectively.
7. Professional behaviour aligned with financial industry compliance and customer ethics.

Eligibility Criteria
1. Experience: 6 months to 3 years years in Inside Sales / Business Development
2. Preferred Background: Financial services, broking, fintech, BFSI sales.
3. Education: Any graduate; B.Com, M.Com, BBA (Finance/Marketing) preferred.
4. Immediate joiners or short notice period candidates will be prioritized.
Performance Metrics
1. Monthly conversion targets
2. Lead-to-subscription conversion ratio
3. Call quality audits (compliance adherence)
4. CRM hygiene & follow-up consistency
5. Customer onboarding satisfaction scores
Compensation
1. Salary: As per industry standards
2. Attractive performance-based incentives
3. Additional rewards for monthly/quarterly top performers
Why Join Us?
1. Fast-growing financial services platform with a strong brand presence.
2. Structured training on SEBI-compliant sales, investor psychology & product mastery.
3. High-performance culture, direct access to leadership, and accelerated career growth.
4. Opportunity to work on cutting-edge investment platforms (Trade Calls & Streetfolios).
How to Apply
Interested candidates can send their resume to [email removed]
Subject Line: Inside Sales Executive Application
Contact: Anusha @ [phone removed]