Job Description

We are looking for a

customer-focused Inside Sales Officer

to manage client interactions and support lead conversions from our office. This role involves engaging prospective clients through calls and WhatsApp, explaining our investment platform, addressing queries, and guiding clients through the onboarding process. Strong follow-up skills, accurate CRM updates, and meeting sales targets are essential for success.

Key Responsibilities

Connect with prospective clients via phone calls and WhatsApp Explain platform features and recommend suitable investment options Qualify, nurture, and convert leads throughout the sales cycle Maintain accurate records of calls, follow-ups, and client details in the CRM Achieve daily, weekly, and monthly performance targets

Requirements

Excellent communication skills in English and Hindi (Malayalam is a plus) Full-time, office-based role Interest in finance, investments, or mutual fund products Self-motivated, confident, and strong in follow-up activities Freshers with strong communication skills are encouraged to apply
Job Type: Full-time

Pay: ₹35,000.00 - ₹50,000.00 per month

Application Question(s):

Current Salary?
Work Location: In person