Inside Sales Manager

1 week ago

Bhopal, Madhya Pradesh, India Rupeezy Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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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