Sales Setter (Inside Sales Executive)
Location: Mumbai (Work From Office)
Employment Type: Full-Time
About the Role
We are looking for an energetic and result-driven Sales Setter to generate and qualify sales opportunities for our Investment Advisors. You will be responsible for handling both inbound and outbound leads, initiating conversations with potential clients, understanding their financial goals, qualifying prospects, and booking meetings for the closing team. Your role is crucial in building a strong sales pipeline and ensuring a seamless customer experience.
Key Responsibilities
- Connect with both inbound and outbound leads through calls, WhatsApp, email, and other communication channels.
- Prospect and reach out to potential clients from provided databases and lead lists.
- Understand client requirements and qualify leads based on predefined criteria.
- Schedule qualified appointments for the Investment Advisors (Closers).
- Conduct timely follow-ups to maximise appointment show-up rates.
- Maintain accurate records of all interactions in the CRM.
- Coordinate with the sales team to ensure a smooth handover of qualified prospects.
- Achieve daily, weekly, and monthly targets for calls, qualified leads, and appointments.
- Handle objections professionally and build trust with prospective clients.
- Deliver an exceptional customer experience throughout the qualification process.
Requirements
- 0–2 years of experience in Inside Sales, Business Development, Telecalling, or a similar role.
- Excellent communication skills in English and Hindi.
- Strong persuasion and relationship-building skills.
- Comfortable making a high volume of outbound calls while effectively handling inbound enquiries.
- Basic understanding of CRM software (Zoho, LeadSquared, NeoDove, or similar) is preferred.
- Self-motivated, target-driven, and eager to learn.
- Ability to thrive in a fast-paced, performance-oriented environment.
Preferred Skills
- Experience in financial services, wealth management, insurance, edtech, or high-ticket sales is an added advantage.
- Strong objection-handling and follow-up skills.
- Ability to identify customer needs and effectively qualify prospects.
What We Offer
- Competitive fixed salary with attractive performance-based incentives.
- Structured onboarding and continuous sales training.
- Clear career progression into Closing, Relationship Management, or Sales Leadership roles.
- Opportunity to work with one of India's fastest-growing wealth management firms.
Pay: ₹20,000.00 - ₹30,000.00 per month
Work Location: In person
