Inside Sales Representative

Job Title: Sales Executive Lead Generation and Client Servicing

Location: Vashi, Navi Mumbai

Work Experience - Freshers

CTC Range As per industry standards

Qualification: BBA Graduates

Reporting to: Director

Company Profile:

A prominent asset management firm, managing both global and Indian (Fund

Management Services) assets. Has been known for its innovative and forward-thinking approach.

Job Description:

What you will be doing

Should have worked OR supervised on the following processes:

1. Outgoing calls - Identify, generate, and qualify new leads through calls, emails, and

follow-ups

2. Proactively reach out to old and existing leads to pitch suitable investment products

3. Collaborate with the relationship team to ensure a smooth client experience

4. Upsell and cross-sell products such as PMS, AIFs, and Global offerings where

relevant.

5. Be available to connect with clients according to their preferred timings

6. Maintain detailed records of interactions, follow-ups, and lead status using CRM.

Key Skills:

1. Strong communication and interpersonal skills

2. Passion for sales and client engagement

3. Basic understanding of capital markets and investment products

4. Ability to manage time effectively and follow up diligently

5. Self-driven with a numbers-oriented mindset

6. Flexibility to align with client availability