Inside Sales Executive

Hiring: Inside Sales Executive (Wealth / HNI Advisory)

We are looking for an experienced Inside Sales Executive to engage with high-potential users, advise high net worth investors (HNIs), and drive conversions through consultative selling.

Role Overview:

This is an inside sales role focused on understanding client financial goals, recommending suitable wealth products, and converting prospects into long-term investors.

Key Responsibilities:

Connect with qualified leads and existing users via calls and digital channels

Understand investment goals and risk appetite of clients

Advise on wealth products such as mutual funds, equities, PMS, and AIFs

Convert high-value prospects through consultative selling

Maintain consistent follow-ups to drive investments and engagement

Collaborate with wealth advisors and internal teams

Track pipeline and customer data through CRM systems

Achieve monthly revenue and conversion targets

Requirements:

5+ years of experience in inside sales / wealth / financial sales

Strong knowledge of investment products (MFs, equities, SIPs, PMS, AIFs)

Excellent communication and relationship-building skills

Experience in consultative or advisory sales

Target-driven with a strong conversion focus

Good to Have:

Background in wealth management / fintech / brokerage

NISM / AMFI certifications

If you are passionate about advising HNIs and driving wealth growth, we'd love to connect.