Financial Sales Associate

2 days ago

Rajkot, Gujarat, India 5bc6ccf5-6fa1-44a4-987c-e70d5449a39e Full time ₹ 2,00,000 - ₹ 3,00,000 per year

Location: Rajkot, Gujarat (In-Office)

Experience: 6 to 24 Months |

Salary: 2 to 3 Lakhs Per Annum (Fixed) + High Performance Incentives

Role Overview

You will act as the crucial link between our Sales Team and our high-value clientele. Your core mission is to ensure that clients who attend the Webinar smoothly transition to a 1-on-1 Strategy Meeting without hesitation. This role is about providing Trust and Support, not high-pressure selling.

  • Working Days: Monday to Saturday.
  • Working Hours: Standard hours are 9:00 AM to 6:00 PM. Shifts will be adjusted (e.g., 12:00 PM to 9:00 PM) on pre-informed Webinar Days to cover evening sessions.
  • Reporting To: Wealth Strategist (WC).

Key Responsibilities

A. Client Communication and Meeting Setup (70% Focus)

  • Webinar Follow-up (Attendees): Immediately call webinar attendees to gather feedback, resolve preliminary doubts, and motivate them to book a strategy meeting slot with the WC or the Senior Closer.
  • Webinar Follow-up (Non-Attendees): For registered leads who did not attend, you must first pitch the webinar recording. A sales pitch is only executed if the client shows interest after consuming the recording (tracked via software)
  • Doubt Resolution: Handle minor client objections or questions directly over the phone to prepare them for the meeting or finalize the next steps without unnecessary escalation.
  • New Lead Contact: Promptly contact all inbound leads that arrive manually via Social Media/WhatsApp and pitch them on attending the Upcoming Webinar.

B. Webinar and Program Support (30% Focus)

  • Webinar Coordination: During live webinars, actively monitor and filter the Chat Box, relaying prioritized questions to the WC host.
  • Attendance Calls: Execute pre-webinar reminder calls using the WhatsApp API System to ensure high attendance and provide final Joining Details to registered leads.
  • Admin Work: Accurately record and update client data, manage the scheduling and allocation of all strategy meeting slots, and consolidate queries received via the CRM from all social media platforms.

Desired Candidate Profile

  • Experience: 6 to 24 months of relevant work experience is mandatory.
  • Industry Focus: Proven experience in Broking, Wealth Management, or Financial Services is strongly preferred.
  • Technical Skills: Working knowledge of CRM Systems (e.g., Zoho), WhatsApp API reminder systems, and Webinar Attendee Data management is essential.
  • Motivation: A strong drive to achieve meeting Booking Targets and maximize performance-based Incentives.
  • Skills: Must possess excellent Communication and Objection Handling abilities.
  • Posting Note: This role is best advertised on Naukri and LinkedIn (with a Sales Focus).

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