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Quick apply
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Sales Associate (Calling) - Investments (B2B)

EduFund
Mumbai, Maharashtra

Quick apply

Job details

Full-time
₹3,00,000 - ₹4,00,000 a year
3 hours ago

Benefits

Provident Fund
Health insurance
Work from home
Paid sick time

Qualifications

CRM software
Salesforce
Master's degree
Scripting
B2B

Full job description

We’re scaling our investor outreach arm to fuel next-gen education financing across India.

Role & Responsibilities

Prospect, qualify, and convert partners through cold calling, warm referrals, and outreach.
Conduct discovery calls to articulate investment frameworks, and ROI timelines tailored to B2B clients.
Track and manage pipeline in CRM ensuring 90%+ call-to-meeting conversion and 30%+ close rate.
Attend investor meetups, trade shows, and regional client events to build brand presence and warm leads.
Provide weekly performance analytics and feedback to leadership on market sentiment, objection trends, and conversion bottlenecks.

Skills & Qualifications

Must-Have

Call scripting and objection handling
Investment product knowledge (debt, equity, hybrid structures)
B2B cold calling
Investment advisory compliance awareness

Preferred

SEBI or NISM certification (Level 1 or 2)
Experience with WealthTech verticals

What You Can Expect in Return:

Statutory benefits like PF & Gratuity
Health Insurance
Flexible Working structure
Professional development opportunities
Collaborative and inclusive work culture

About Vittam – An EduFund Company

Vittam is a newly launched business vertical of EduFund, focused on B2B Mutual Fund distribution and the IFA (Independent Financial Advisor) ecosystem. Already live with 200+ active partners, Vittam is now entering a high-growth phase and is looking for a senior sales leader to own, scale, and build this business ground-up.

Vittam is being built to empower IFAs, RIAs, and wealth partners with a modern, scalable platform to grow their advisory business while delivering best-in-class investment solutions to end customers.

Learn more about the platform: https://vittamfin.com/

About EduFund

EduFund is India’s first dedicated education-focused fintech platform, built to help Indian families plan, save and secure their child’s education. Founded in 2020, our mission is to remove financial stress from education planning.

We offer a full suite of solutions, including investments, education loans, visa and immigration support, international remittance, and expert counselling, making it India’s only end‑to‑end education financial planning platform.

Whether it's saving early or funding a degree abroad, EduFund helps parents make smarter financial decisions for their child’s future.

With 2.5 lakh+ families, 40+ AMC partners, 15+ lending partners, and a growing presence across Tier 1 and Tier 2 cities, EduFund is becoming the go-to platform for education financing in India.

In July 2025, EduFund raised $6 million in Series A funding, led by Cercano Management and MassMutual Ventures, bringing the total capital raised to $12 million.

Website - https://www.edufund.in/

Pay: ₹300,000.00 - ₹400,000.00 per year

Benefits:

Health insurance
Paid sick time
Provident Fund
Work from home

Work Location: In person

Quick apply

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