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
Career development opportunities
Team-oriented 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