Description
This role is for one of the Weekday's clients
Salary range: Rs 600000 - Rs 1500000 (ie INR 6-15 LPA)

Experience: 2+ yrs
Location: Remote (India)
Job Type: full-time

We are seeking a customer-focused Advisor to guide prospective clients through important planning decisions with empathy, clarity, and professionalism. This is a consultative role where you will engage with inbound leads, understand their unique needs, educate them on available solutions, and help them make informed choices. Rather than hard selling, the focus is on building trust, providing expert guidance, and delivering an exceptional customer experience throughout the decision-making journey.

Requirements
Key Responsibilities
- Conduct one-on-one consultations via phone or video calls to understand client needs, goals, and concerns.
- Educate clients by simplifying complex concepts and providing clear, easy-to-understand guidance.
- Recommend suitable solutions based on individual requirements and circumstances.
- Build trust through personalized interactions, proactive follow-ups,



and responsive communication.
- Address customer queries through calls, emails, and messaging platforms while ensuring a seamless experience.
- Maintain detailed records of client interactions, opportunity stages, and customer feedback within the CRM system.
- Collaborate closely with internal teams to ensure smooth handovers and effective service delivery.
- Share customer insights and feedback to support improvements across product, operations, and customer experience functions.
- Stay updated on industry developments, regulations, and service offerings to provide accurate and relevant advice.
- Consistently manage and nurture the sales pipeline while maintaining high service standards.

What Makes You a Great Fit
- 2–6 years of experience in consultative sales, advisory services, customer engagement, counseling, or relationship management roles.
- Strong ability to build trust and influence decisions thro

📌 Inside Sales Consultant (India)
🏢 Weekday AI
📍 India