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 skilled 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.