Sales Development Representative

2 weeks ago


Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 4,00,000 - ₹ 14,00,000 per year

Role Overview

As a
Sales Development Representative
you will play a critical role in client acquisition and engagement by delivering high-touch financial advice and onboarding support. The position involves direct interaction with clients to assess financial needs, present Family Investment Portfolios/ Family Insurance Portfolios (FIPs), and generate prospective leads

This is a high-impact role offering structured career growth, continuous learning, and strong earning potential through performance linked incentives.

Key Responsibilities

· Meet a minimum of
5 clients daily
at client's preferred premises in Lower Parel West, Mumbai.

· Conduct needs analysis using structured feedback or survey forms.

· Collect and verify legacy policy information via MWEC technique.

· Prepare and present personalized
Family Investment/ Insurance Portfolios (FIPs)
.

· Offer onboarding support for new clients and servicing for existing clients.

· Schedule and conduct one-on-one meetings with clients for financial consultation.

· Maintain daily reporting on client meetings and feedback quality.

· Build trust and long-term bonds with each client, acting as their financial ally.

· Participate in monthly exams and team development activities.

Qualifications & Skills

· BMS / BBA / MBA in Sales and Marketing

· 1–3 years of experience in Sales / Marketing

· Excellent communication and interpersonal skills (multi-lingual preferred).

· Strong ethical orientation and consultative selling mindset.

Compensation & Benefits

Annual CTC

·
₹4 LPA – ₹7 LPA

Incentives

·
Performance Bonus:
Strong incentive structure. Opportunity to earn Incentives up to
₹15 LPA

Work Benefits

· Continuous basic and advance trainings and handholding with strong support system.

· Sponsored national and international trainings, workshops, conferences.

· Annual awards and annual performance appraisals.

· Rapid promotions as per performance.

· Skill enhancement opportunities via SmartFP's development programs.

· Incubation support for start-up ideas.

· Increasing weekly-offs every year.

Work Culture

· 6-day work week.

· Working hours: 9:00 AM – 6:00 PM (login before 9:10 AM mandatory).

· Holidays: As per bank holidays.

· Formal dress code; strong emphasis on punctuality and professionalism.

· Sponsored monthly themed celebrations.

Growth Path

Sales Development Representative → Senior SDR → Assistant Manager → Manager – Area Manager (Sales)



  • Mumbai, Maharashtra, India The Mainstream Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Sales Development Representative (SDR) to join our growing sales team. In this role, you will be responsible for generating and qualifying leads, initiating outbound calls and emails, and setting appointments for the sales team. This is a key position for building a strong sales pipeline and helping the company achieve its growth objectives. Key...


  • Mumbai, Maharashtra, India Mentoria Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Ready to Build Your B2B Sales Career theSmartWay?Role:Inside Sales Representative / Sales Development RepresentativeLocation:Mumbai (Andheri West) | Full-time | On-siteExperience:1–2 years (B2B, HRTech, or EdTech sales preferred)About MentoriaMentoria is building a #ParentReady and #CareerReady workforce across India. We work with240+ of India's leading...


  • Mumbai, Maharashtra, India Mentoria Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Ready to Build Your B2B Sales Career theSmartWay?Role:Sales Development RepresentativeLocation:Mumbai (Andheri West) | Full-time | On-siteExperience:1–2 years (B2B, HRTech, or EdTech sales preferred)About MentoriaMentoria is building a #ParentReady and #CareerReady workforce across India. We work with240+ of India's leading organisations, including L&T,...


  • Mumbai, Maharashtra, India Mind Guess Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company:Mind GuessLocation:Remote / FlexibleAbout UsMind Guess is a creative technology and design agency specializing in UI/UX Design, Digital Branding, Technology Solutions, Creative Design, Motion Graphics, AR/VR, and IoT Development. We craft innovative digital experiences that combine creativity with technology, helping startups, mid-sized companies,...


  • Mumbai, Maharashtra, India Fresh Prints Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Title: Sales Development RepresentativeLocation: Remote About the Client Sailes is an AI-driven sales technology company transforming enterprise prospecting. Their autonomous AI agents manage the full sales cycle, from identifying leads to personalized outreach, helping businesses boost efficiency, optimize performance, and drive measurable...


  • Mumbai, Maharashtra, India, Maharashtra Tuebora Inc Full time

    Job Title: Sales Development Representative (SDR/BDR) – TueboraLocation: TBDCompany Overview:Tuebora is a leading provider of cloud-native Identity Governance and Administration (IGA) solutions, revolutionizing how enterprises manage access risk and secure digital identities. Our innovative platform, powered by AI-driven analytics, predictive intelligence,...


  • Mumbai, Maharashtra, India EC-Council Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    EC-Council is hiringJob title - Sales Development Representative (SDR)Location: Mumbai & On-site workingAbout us:EC-Council () isthe world's largest cyber security technical certification body. We operate in 145 countries globally and we are the owner and developer of various world-famous cyber security programs. We are proud to have trained and certified...


  • Mumbai, Maharashtra, India 2Factor Full time

    About the role:  We are looking for dynamic and driven Sales Development Representatives (SDRs) to join our team.  The ideal candidate will be responsible for lead generation, prospecting, market research, and high-volume outreach through calls.  Key Responsibilities:  ●


  • Mumbai, Maharashtra, India 2Factor Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    About the role:We are looking for dynamic and driven Sales Development Representatives (SDRs) to join our team.The ideal candidate will be responsible for lead generation, prospecting, market research, and high-volume outreach through calls.Key Responsibilities:●...


  • Mumbai, Maharashtra, India Moving Walls Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Purpose:The Sales Development Representative will be responsible for generating qualified leadsthrough research, outreach, and nurturing relationships with potential clients, ultimately contributing to the growth of sales revenue in assigned markets.Key Responsibilities:Lead Generation:○ Identify and source potential leads within assigned markets using...