The candidate will be responsible for engaging prospective clients through outbound calling across multiple lead sources.
- Outbound Calling: Make calls to cold databases, marketing-generated leads, existing prospects and re-engagement lists.
- First-Level Engagement: Initiate conversations, build rapport and communicate IME Capital's value proposition clearly and professionally.
- Lead Qualification: Understand the prospect's basic requirements, investment interests and potential wealth management needs.
- Objection Handling: Address initial objections and create sufficient interest to move relevant prospects forward.
- Appointment Setting: Schedule qualified prospects for consultations with Private Bankers and Assistant Private Bankers.
Follow-Up & Sales Conversion
- Conduct structured follow-ups with interested prospects.
- Maintain accurate CRM records, call dispositions and follow-up schedules.
- Ensure qualified leads are effectively handed over to the Private Banker team.
- Track calling activity, connects, meaningful discussions, qualified leads and consultation bookings.
- Share prospect feedback and recurring objections to improve calling scripts and sales processes.
Required Capabilities
- 1. Exceptional Communication Skills: Excellent English and Hindi articulation, clarity and the ability to hold a professional conversation over the phone.
- 2. Sales & Persuasion Ability: Comfortable initiating conversations, handling objections and creating interest with prospects.
- 3. Client Orientation: Able to build rapport and communicate professionally with senior professionals and HNIs.
- 4. Discipline & Learning Ability: Robust follow-up discipline, comfortable with targets and able to quickly understand and communicate financial concepts.