Inside Sales Representative

3 weeks ago

Mumbai, India 9Point Capital Full time

About 9 Point Capital: 9 Point Capital is India’s first regulated digital asset management company, providing LRS-compliant access to global digital assets like Bitcoin ETFs. Our platforms span investment advisory, DIY wealth portals for future-ready portfolios.


Role Summary:


We are looking for Inside Sales Representative – Fintech (Inbound & Outbound) to connect with high-potential prospects and generate qualified leads for our relationship managers and sales leaders. You will be responsible for initiating first-level contact, conveying our value proposition, and scheduling meetings with HNIs, IFAs, and affluent investors exploring regulated digital assets.


Key Responsibilities:

  • Respond to inbound leads from website, WhatsApp, LinkedIn, webinars, and referrals.
  • Understand the financial needs of prospects and match them with appropriate solutions.
  • Convert marketing-qualified leads (MQLs) into sales-qualified leads (SQLs).
  • Provide detailed product walkthroughs or schedule demos with Sales Specialist
  • Outbound calls
  • Conduct outbound calls to prospects from targeted industries (e.g., mutual fund distributors, HNIs, financial advisors, SMEs, etc.).
  • Follow up on cold and warm leads from LinkedIn, Wati campaigns, webinars, or lead databases (Lusha, Dripify, Sales Navigator).
  • Nurture leads through a defined follow-up cadence and messaging flow.
  • CRM Reporting
  • Maintain accurate records in CRM
  • Track activity metrics, lead status, and conversion data.


Required Skills & Qualifications:

  • 2–5 years of experience in outbound telesales, preferably in financial services, fintech, or wealth advisory.
  • Excellent verbal communication skills in English and Hindi (regional languages a plus).
  • Strong understanding of HNI investor behavior, basic financial concepts, and investment lifecycle.
  • Experience using CRM tools like Zoho or Salesforce to manage and track leads.
  • Professional demeanor, confidence in handling affluent client conversations, and clarity in communicating regulated offerings.
  • Graduation in any discipline. Finance, Marketing, or related fields preferred.

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