Lead - Inside Sales - Wealth Management Sector
Executive Talent conneXions · Mumbai · onsite · Posted 25d ago
About a minute. You'll make an account on the way through.
About this role
Role Overview:
We are seeking a results-driven Inside Sales Leader to build and manage a strong qualified pipeline across global markets. The role involves prospecting and engaging Family Offices, UHNW families, wealth managers, and institutional investors. You will own the inside sales process from prospect identification through opportunity creation and handover to the sales team, while mentoring and leading the inside sales function.
Key Responsibilities:
- Develop and execute B2B inside sales and outbound prospecting strategies.
- Identify and target potential customers across wealth management and financial services.
- Conduct multi-channel prospecting (phone, email, LinkedIn, sales intelligence tools).
- Qualify prospects based on fit, authority, urgency, and budget.
- Generate and nurture sales-qualified opportunities, scheduling high-quality meetings.
- Collaborate with Sales and Marketing teams on campaigns and pipeline progression.
- Maintain accurate CRM records and track key inside-sales metrics.
- Lead, coach, and mentor the inside sales team to achieve activity and pipeline targets.
Candidate Profile:
- Minimum 6 years of experience in Inside Sales, B2B Sales, Lead Generation, or SaaS sales.
- MBA in Business, Marketing, Finance, or related field preferred.
- Strong understanding of B2B prospecting, lead qualification, and pipeline management.
- Experience engaging Family Offices, Wealth Managers, Asset Managers, or UHNW segments is an advantage.
- Hands-on experience with CRM platforms, LinkedIn Sales Navigator, Apollo, and email automation tools.
- Excellent communication skills and proven ability to meet sales targets.
- Prior team leadership or mentoring experience preferred.
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