Inside Sales Manager

17 hours ago

Bhopal, India Rupeezy Full time

Own the inside-sales engine that converts inbound leads into
activated, compliant, and trading

customers. You'll run a data-driven playbook across calling, WhatsApp, email, and in-app nudges; coach a high-velocity team; and partner with Marketing, Product, and Compliance to hit
account-open, first-trade, and cross-sell

targets.

Key responsibilities

Pipeline & Conversion

  • Build and optimize playbooks for lead → KYC → account open → first trade → funded account.
  • Segment leads by source, cohort, and intent (e.g., equity/FO/commodities/MF) and tailor scripts.
  • Own dialer/WhatsApp cadences, SLA response times, and re-engagement loops.

Team Leadership

  • Hire, train, and coach inside-sales reps; run daily standups, call-list reviews, and QA scorecards.
  • Shadow calls, run weekly call-coaching with objection handling (pricing, KYC friction, app UX).
  • Workforce planning: roster, seat/line allocation, productivity hygiene (talk time, wrap time).

Process & Tooling

  • Maintain CRM hygiene: stages, reasons for loss, next actions, tasks; enforce data quality.
  • Partner with Growth to refine lead routing, scoring, and campaign feedback loops.
  • Standardize scripts, rebuttals, and compliance-approved templates for calls/WhatsApp/email.

Revenue, Forecasting & Reporting

  • Own weekly/monthly forecasts; publish funnel metrics and rep scorecards.
  • Run experiments (A/B scripts, offers, cadences) and institutionalize wins.

Cross-sell & Retention

  • Drive upsell to brokerage plans, derivatives activation, SIPs/MFs, IPO/NFO participation.
  • Handshake with success/retention teams for early-life churn prevention.

Risk & Compliance

  • Ensure SEBI/Exchange/DP communication standards; call recording, consent, and disclosures.
  • Work with Compliance on periodic audits and script approvals.

Success metrics (KPIs)

  • Lead-to-Account Open Rate
  • KYC TAT

(avg hours from lead to KYC complete)
- Activation Rate

(first trade within 7/14 days)
- Cost per Activated Account

&
Revenue per Activation
- Contact Rate

,
Talk Time/Rep/Day

,
Appointment/Call

,
Conversion/Rep
- Cross-sell

: % FO enabled, MF SIP starts, IPO applications
- CRM Hygiene

: tasks overdue, reason-coded losses, stage-ageing

Requirements

  • 5–8+ years in inside sales; 2–3+ years leading teams in BFSI/fintech or high-velocity B2C.
  • Proven track record improving conversion, reducing KYC drop-offs, and scaling teams.
  • Strong command of CRM/dialer workflows and WhatsApp Business/API-based outreach.
  • Data-driven; comfortable with funnel analysis, cohorting, and A/B testing.
  • Excellent coaching, communication, and compliance discipline.
  • Nice to have: Stock-broking/DP/KRA/KYC familiarity; options/derivatives basics; NISM certifications.

Tools you'll use (or equivalents)

  • CRM:

Salesforce/HubSpot/Freshsales
- Growth stack:

MoEngage/Braze, Mixpanel, Appsflyer
- Dialer/Comms:

Cloud telephony, WhatsApp Business API, email/SMS platforms

BI:

Looker/Data Studio/Tableau; spreadsheets for quick analysis

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