We are looking for a goal-oriented Inside Sales Specialist to engage prospective investors through targeted outbound calls. The role will focus on supporting investors, resolving transaction-related challenges, and driving application completions across key investor cohorts.
Key Responsibilities
- Cohort Calling &
- Conversion:
Conduct targeted outbound calls to prospective and existing investors to drive conversions across key cohorts, including Bonds, NCDs, Fixed Deposits, IPOs, and KYC onboarding.
- Investor Support: Proactively address investor queries, resolve technical and payment-related roadblocks, and guide customers through the transaction journey to ensure successful completion.
- Follow-ups &
- Engagement:
Conduct timely follow-ups with prospective investors, understand their requirements, and assist them in completing pending applications or transactions.
- Tracking &
- Reporting:
Maintain accurate daily activity logs covering call volumes, follow-ups, application status, and conversion metrics.
- Performance &
- Target Achievement:
Consistently work toward assigned calling, conversion, and application-completion targets while maintaining a high standard of customer experience.