Commercial Sales & Adviser Engagement Executive ( Online Sales )

Location : Lajpat Nagar, New Delhi (On-Site) Company : LinkedoJet | Webmata Tech (India Operations)

About Us

Webmata Tech is the India operations arm supporting two high-growth International financial services businesses: A financial services platform working with Independent Financial Advisers (IFAs) globally, providing access to structured investment solutions, competitive commission arrangements, and strategic growth support.

Lean Green Lead Machine (LGLM)

A lead generation and appointment-setting engine built specifically for IFAs, helping them secure consistent, qualified client meetings through structured outreach systems.

We are expanding our Delhi office and hiring a commercially sharp professional to support both businesses on a 50-50 basis.

Role Overview

This is a performance-driven, commercially exposed role combining:

- Adviser engagement
- Structured outbound calling
- Appointment setting
- Marketing execution
- CRM-based follow-up

You will regularly speak to Independent Financial Advisers and financial professionals. The ability to communicate confidently, clearly, and professionally is essential.

Core Responsibilities1️ Adviser Conversations & Commercial Engagement

- Engage IFAs regarding investment partnerships (GladProv)
- Explain value propositions clearly and professionally
- Handle objections and move conversations toward defined outcomes
- Maintain structured follow-up sequences

2️. LGLM Lead & Appointment Setting

- Conduct structured outbound calls
- Qualify financial advisers for lead generation discussions
- Secure Zoom meetings and in-person appointments for leadership
- Confirm and manage appointment attendance
- Ensure accuracy, professionalism,



and compliance in communication
- Manage campaign scheduling and follow-ups

4️ CRM & IT Execution

- Manage CRM updates diligently
- Maintain clean pipeline tracking
- Execute digital tasks independently without supervision

Required ProfileSales-Savvy Mindset

- Understands how to keep commercial conversations moving
- Comfortable speaking with financial professionals
- Able to handle objections without hesitation

Strong English (Non-Negotiable)

- Fluent, articulate spoken English
- Professional written communication
- Able to represent financial propositions credibly

IT Comfortable

- Confident navigating CRM systems
- Basic digital literacy required

Confident Caller

- Comfortable making outbound calls daily
- Structured and disciplined in follow-up
- Professional tone on calls
- 1-4 years of B2B sales or appointment-setting experience
- Exposure to financial services, wealth management, or professional services is a strong advantage
- Ambitious and performance-driven
- Highly organized and disciplined
- Comfortable working directly with leadership

What This Role Is Not

- Not a back-office admin role
- Not a passive telecalling job
- Not suitable for someone uncomfortable speaking to senior professionals

This is a commercially exposed growth role.

Compensation Structure

- Fixed salary (experience dependent)
- Performance incentives linked to meetings and revenue
- Clear progression into senior commercial or business development role

Location

On-site - Lajpat Nagar, New Delhi

Application Process

- English fluency screening
- Live call simulation
- Commercial mindset evaluation

Pay: ₹20,000.00 - ₹30,000.00 per month

Advantages :

- Cell phone reimbursement

Work Location: In person

📌 Commercial Sales & Adviser Engagement Executive (Delhi)
🏢 Linkedojet ( www.linkedojet.com )
📍 Delhi