- Conduct investor calls to qualify leads, present investment opportunities, and drive conversions.

- Set benchmarks for high-quality sales conversations and act as a role model for the team through active selling.

- Lead, coach, and manage a team of 6-8 Investment Consultants, conducting daily huddles and weekly performance reviews.

- Monitor pipeline health, identify bottlenecks, and drive improvements.

- Develop and refine sales scripts, objection-handling frameworks, and follow-up strategies.

- Define and track KPIs, targets, and reporting metrics.

Job Requirements

- Minimum 5 years of experience in inside sales or relationship-driven selling.

- Experience managing or mentoring teams of 5-10 members.

- Background in real estate, wealth management, insurance, mutual funds,



or ed-tech is preferred.

- Strong process orientation with a data-driven approach to performance tracking.

- Knowledge of investment products or personal investment experience is a plus.

- Ability to work in a quick-paced environment and build strong processes to drive consistent performance.

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.

📌 Investment Sales Lead (Gurugram)
🏢 Savanna HR
📍 Gurugram