▷ [04/10/2025] Inside Sales Manager

1 week ago

Bhopal India Rupeezy Full time

Job Description

Responsibilities

- 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.
- 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).
- 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.
- Own weekly/monthly forecasts; publish funnel metrics and rep scorecards.
- Run experiments (A/B scripts, offers, cadences) and institutionalize wins.
- Drive upsell to brokerage plans, derivatives activation, SIPs/MFs, IPO/NFO participation.
- Handshake with success/retention teams for early-life churn prevention.
- Ensure SEBI/Exchange/DP communication standards; call recording, consent, and disclosures.
- Work with Compliance on periodic audits and script approvals.
- 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.

This job was posted by Mamta Naagar from Rupeezy.

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