Job highlights

- Prior experience handling investment conversations (goal-based investing,riskprofiling,portfolio discussions) and converting leads into advisorconsultations/meetings . Bachelordegree in any discipline (Commerce/BBA/Engineering preferred) . .,
- Compliance & Customer Experience (Financial Services Context) .

Job_Description: **Lead Engagement & Qualification

Connect with inbound MQLs via phone and respond to callback requests promptly.

Understand the prospectgoals, investment intent, and overall context to assess fitfor an advisory consultation.

Ask high-level discovery questions to identify needs, readiness, and priority, withoutgetting into detailed advisory.

Handle common objections (timing, trust, fees, already have an advisor) withempathy and consultative communication.

**Follow-ups, Pipeline Discipline & CRM Hygiene

Maintain strong follow-up discipline across active leads through reminders andplanned callbacks.

Update CRM accurately with outcomes, notes, dispositions, and next steps for everyinteraction.

Flag unreachable/invalid leads, duplicates, and low-quality entries using defined tagsand processes.

**Meeting Booking & Handoffs

Book consultations between qualified prospects and the appropriate financial expertbased on fit.

Create clear, high-quality handoff notes covering: prospect goals, urgency, high-levelfinancial 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 customercommunication.

Use approved communication templates and maintain a skilled, trustworthyclient 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

**

Strong phone-based selling and consultative discovery skills (needs analysis, goalprofiling, suitability mindset)

Ability to speak confidently about investment concepts and products (mutual funds,advisory vs distribution, PMS basics) in a simple, client-friendly way

Excellent verbal and written communication; comfortable with WhatsApp/emailfollow-ups and structured note-writing

Strong objection handling with high empathy and trust-building (especially forhigh-consideration financial decisions)

High ownership and follow-up discipline (callbacks, attempt depth, SLA adherence)

Strong CRM hygiene and data discipline (accurate dispositions, notes, next steps);comfortable with sales tools/workflows

Qualifications (Must-have) 24 years of experience in financial services sales/client engagement with directexposure to at least one of:

1. MFD (Mutual Fund Distribution) / wealth advisory sales
2. RIA (Registered Investment Advisor) setup (advisory conversations,planning-led pitch)
3. PMS (Portfolio Management Services) / HNI wealth product sales Prior experience handling investment conversations (goal-based investing, riskprofiling, portfolio discussions) and converting leads into advisorconsultations/meetings

Bachelordegree in any discipline (Commerce/BBA/Engineering preferred)

,**

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sales Development Representative (SDR) | New Client Acquisition (Bengaluru)
🏢 Corporate Stalwarts
📍 Bengaluru