You are the bridge between a qualified lead and a paying client. Your primary pipeline is warm, pre-qualified leads (verified capital) from our telecalling team sourced via Meta, Google, and other paid channels. You'll also do outbound cold calling to generate additional opportunities.
What You'll Do:
- Consult & Convert: Call pre-qualified leads, understand their investment background, explain the AOS product clearly, and build trust.
- Cold Calling: Proactively reach out to new prospects via outbound calls to build pipeline beyond inbound leads whenever needed.
- Drive Event Attendance: Invite prospects to our online/offline events (seminars, webinars) where counselors deliver detailed product walkthroughs.
- Close the Loop: Once a prospect decides to subscribe post-event, collect all required documentation and ensure smooth onboarding.
- Pipeline Management: Maintain accurate lead status, call notes, and follow-up schedules in the CRM.
- Customer Relationship:
Stay in touch with prospects through the decision cycle handle objections, answer queries, and follow up systematically.
- Compliance: Ensure all client interactions and documentation adhere to company policies and regulatory standards.
Preferred candidate profile
- 2+ years in consultative or high-ticket sales (financial services, insurance, edtech, or similar).
- Experience handling both warm/inbound leads and outbound cold calling.
- Solid communication skills ability to explain financial products in simple terms.
- Comfort with CRMs and basic data tracking.
- A target-driven mindset with a track record of meeting or exceeding quotas.
Bonus:
- Familiarity with F&O; / options trading / wealth management.
- Prior experience selling subscription or advisory products.
Qualifications:
- Graduate (any discipline).
- Proficiency in English and Hindi. Regional languages are a plus