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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● Strong 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 straightforward, client-friendly way

● Excellent verbal and

📌 Sales Development Representative (Bengaluru)
🏢 Corporate Stalwarts
📍 Bengaluru