About The Team
The smallcase Inside Sales (Outbound Credit Sales) team is at the forefront of driving customer acquisition and revenue growth. Operating at the intersection of finance, technology, and customer engagement, the team connects with high-intent prospects, understands their borrowing needs, and guides them toward the most suitable smallcase credit solutions.
This is a high-activity, performance-driven team where structured sales processes, data insights, and strong execution discipline determine success. The team works closely with marketing, product, and operations to ensure seamless lead flow, optimized conversions, and a smooth onboarding journey.
About The Role
As an Inside Sales Executive Credit Products, you will own the conversion of qualified leads through structured outbound engagement and consultative selling.
This role is ideal for someone who thrives in high-volume calling environments, enjoys objection handling, and is motivated by revenue targets and measurable outcomes.
You will be responsible for driving meaningful financial conversations that convert prospects into active customers.
What You'll Be Doing
- High-Volume Outbound Calling
- Make structured outbound calls to marketing-qualified and high-intent leads
- Ensure timely follow-ups and consistent engagement across the funnel
- Maintain high daily activity levels while focusing on quality conversations
- Lead Qualification & Conversion
- Assess customer financial needs, borrowing requirements, and eligibility
- Educate prospects on smallcase credit products with clarity and confidence
- Drive conversions by aligning product benefits with customer goals
- End-to-End Funnel Ownership
- Manage the complete sales cycle: outreach pitch objection handling conversion
- Ensure minimal lead leakage and strong follow-through
- Work towards daily, weekly, and monthly conversion targets
- Objection Handling & Persuasion
- Confidently address concerns around risk, pricing, eligibility, and documentation
- Use structured selling frameworks and product knowledge to close deals
- CRM & Sales Hygiene
- Maintain accurate and detailed CRM updates
- Track follow-ups, pipeline status, and performance metrics
- Use data to improve conversion ratios and productivity
What We're Looking For
Hunter Mindset: Highly target-driven with strong follow-up discipline. You are comfortable with rejection and remain motivated in high-performance environments.
Strong Communication Skills: Persuasive, articulate, and confident over phone conversations. Skilled at building trust quickly.
Sales Discipline: Comfortable with daily call targets, structured scripts, and measurable KPIs.
Financial Understanding: Ability to quickly grasp and explain investment and credit products in a simplified manner.
Tech Comfort: Experience using cloud telephony tools, CRM platforms, and performance dashboards.
Experience Requirements
- 25 years of experience in Inside Sales / Outbound Sales (preferably in a startup environment)
- Proven track record of consistently achieving or exceeding revenue/conversion targets
- Experience selling financial or credit products is a strong advantage
About Smallcase
At smallcase, we are changing how India invests. smallcase is a leading provider of investment products & platforms to over 10 million Indians. smallcase was founded in July 2015 by three IIT Kharagpur graduates, Vasanth Kamath, Anugrah Shrivastava and Rohan Gupta.
smallcase has been focused on offering innovative investing experiences & technology. Our platforms are used by over 300 of India's largest financial brands and most respected institutions. We are backed by world-class investors including top-tier funds, institutions and operators from the capital markets space who believe in our mission of enabling better financial futures for every Indian.
Life at smallcase
We are not just building a business, we are making a long-lasting impact both in the wealth & assets landscape with our unique technology & expanding ecosystem. Over the last 11 years, our team, products, and platforms have grown and so have our ambitions.
Innovation remains at the heart of what we do. Our other core values are transparency, integrity & long-term thinking. Our key asset has always been our people, and we empower individuals to build and do some of the best work in their lifetimes at smallcase. Flexibility, ownership and constant feedback loops are some of the ways we keep evolving the working environment.
Skills: inside sales,credit,sales,crm,sales funnels,sales funnel optimization
