We are looking for an Inside Sales Associate to manage inbound and referral leads and drive the first stage of our sales funnel.

You will connect with prospects, understand their investment profile and requirements, introduce them to Wright Research and our investment solutions, and schedule qualified calls with our specialist sales teams.

This role is ideal for someone who is confident on calls, organised, comfortable with follow-ups, and interested in financial markets and investment products.

Key Responsibilities

- Follow up with inbound and referral leads through calls, WhatsApp, and email.
- Qualify leads based on investment surplus, investment horizon, risk appetite, and intent.
- Segment prospects for PMS, smallcase, mutual fund advisory, and partner/distributor opportunities.
- Introduce prospects to Wright Research, our quantitative investment approach, and our products.
- Handle basic queries and objections and escalate detailed investment-related questions to the specialist team.
- Schedule qualified calls with the PMS, smallcase, and MF advisory teams.
- Maintain accurate lead information, follow-ups, and activity in the CRM.
- Nurture interested prospects and re-engage dormant leads.
- Track lead activity, qualification, calls booked,



and conversions.

Requirements

- 0–2 years of experience in inside sales, telesales, lead generation, customer engagement, or financial services.
- Excellent spoken and written English and Hindi.
- Basic understanding of mutual funds, SIPs, equity, PMS, or smallcase.
- Strong communication and follow-up skills.
- Comfortable using CRM tools, Excel/Google Sheets, WhatsApp Business, and calendars.
- Graduate in Commerce, Finance, Economics, Management, or a related field preferred.
- Experience with Salesforce, HubSpot, Zoho, or LeadSquared is a plus.
- NISM Series V-A certification or willingness to obtain it within 3 months is preferred.

What We Offer

- ₹25,000–₹35,000/month fixed salary, based on experience and capability.
- Performance incentives linked to qualified calls and conversions.
- Fully remote work with flexible schedule aligned to Indian market timings.
- Training on investment products, quantitative strategies, and sales processes.
- Growth opportunities across PMS, smallcase, MF advisory, partner management, and sales operations.

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: Remote

📌 Inside Sales Associate – Investment Products (India)
🏢 Wright Research
📍 India