Caller - InvestmentsB) (Mumbai)

Caller - InvestmentsB) (Mumbai)

06 Aug
|
EduFund
|
Mumbai

06 Aug

EduFund

Mumbai

We re scaling our investor outreach arm to fuel next-gen education financing across India.

Role & Responsibilities

- Prospect, qualify, and convert partners through cold calling, warm referrals, and outreach.
- Conduct discovery calls to articulate investment frameworks, and ROI timelines tailored to B2B clients.
- Track and manage pipeline in CRM ensuring 90%+ call-to-meeting conversion and 30%+ close rate.
- Attend investor meetups, trade shows, and regional client events to build brand presence and warm leads.
- Provide weekly performance analytics and feedback to leadership on market sentiment, objection trends, and conversion bottlenecks.

Skills & Qualifications

Must-Have

- Call scripting and objection handling
- Investment product knowledge (debt, equity, hybrid structures)
- B2B cold calling




- Investment advisory compliance awareness

Preferred

- SEBI or NISM certification (Level 1 or 2)
- Experience with WealthTech verticals

What You Can Expect in Return:

- Statutory advantages like PF & Gratuity
- Health Insurance
- Flexible Working structure
- Professional development opportunities
- Collaborative and inclusive work culture

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Caller - InvestmentsB) (Mumbai)
🏢 EduFund
📍 Mumbai

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