Lead Engagement & Qualification

● Connect with inbound MQLs via phone and respond to callback requests promptly.

● Understand the prospect’s goals, investment intent, and overall context to assess fit for an advisory consultation.

● Ask high-level discovery questions to identify needs, readiness, and priority, without getting into detailed advisory.

● Handle common objections (timing, trust, fees, “already have an advisor”) with empathy and consultative communication.

Follow-ups, Pipeline Discipline & CRM Hygiene

● Maintain strong follow-up discipline across active leads through reminders and planned callbacks.

● Update CRM accurately with outcomes, notes, dispositions, and next steps for every interaction.

● Flag unreachable/invalid leads, duplicates, and low-quality entries using defined tags and processes.

Meeting Booking & Handoffs

● Book consultations between qualified prospects and the appropriate financial expert based on fit.

● Create clear, high-quality handoff notes covering: prospect goals, urgency, high-level financial context, key concerns, and objections raised.

● Coordinate confirmations/reschedules to improve attendance and reduce drop-offs.

Compliance & Customer Experience (Financial Services Context)

● Follow consent/DND and internal compliance guidelines for customer communication.

● Use approved communication templates and maintain a professional, trustworthy client experience.

Success Metrics (KPIs)

● Speed and consistency of lead engagement and follow-ups





● Qualified meetings booked and meeting show rate

● Quality of handoffs (completeness/clarity of context shared)

● CRM hygiene and lead disposition accuracy

Requirements

Skills

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● Solid phone-based selling and consultative discovery skills (needs analysis, goal profiling, suitability mindset)

● Ability to speak confidently about investment concepts and products (mutual funds,

advisory vs distribution, PMS basics) in a simple, client-friendly way

● Excellent verbal and written communication; comfortable with WhatsApp/email follow-ups and structured note-writing

● Strong objection handling with high empathy and trust-building (especially for high-consideration financial decisions)

● High ownership and follow-up discipline (callbacks, attempt depth, SLA adherence)

● Strong CRM hygiene and data discipline (accurate dispositions, notes, next steps);

comfortable with sales tools/workflows

Qualifications (Must-have)

● 2–4 years of experience in financial services sales/client engagement with direct exposure to at least one of:

1. MFD (Mutual Fund Distribution) / wealth advisory sales

2. RIA (Registered Investment Advisor) setup (advisory conversations,

planning-led pitch)

3. PMS (Portfolio Management Services) / HNI wealth product sales

● Prior experience handling investment conversations (goal-based investing, risk profiling, portfolio discussions) and converting leads into advisor consultations/meetings

● Bachelor’s degree in any discipline (Commerce/BBA/Engineering preferred)

📌 Sales Development Representative (SDR) | New Client Acquisition (Bengaluru)
🏢 Corporate Stalwarts
📍 Bengaluru