Inside Sales Representative
2 weeks ago
About 9Point Capital
At 9Point Capital we enable Indian Investors to access global markets through professionally managed, regulation-first investment structures designed for diversification, efficiency and long-term performance.
Role Summary:
We are looking for an Inside Sales Representative (Inbound & Outbound) to connect with high-potential prospects and generate qualified leads for our relationship managers and sales leaders. You will be responsible for initiating first-level contact, conveying our value proposition, and scheduling meetings with HNIs, IFAs, and affluent investors exploring regulated digital assets.
Key Responsibilities:
- Make outbound connections to potential customers from provided databases, campaigns, or referrals, Web enquiries (e.g. mutual fund distributors, HNIs, financial advisors, etc)
- Achieve daily/weekly/monthly outreach benchmarks (e.g., 50-60 outreach/day).
- Meet lead conversion objectives (outreach → qualified leads → meetings scheduled)
- Support sales team in pipeline building.
- Generate interest in the company's products/services
- Qualify leads based on defined criteria (budget, requirement, decision-maker, timeline).
- Handle inbound queries (calls, WhatsApp, emails) and provide basic product information.
- Schedule meetings, demos, or follow-up calls for the sales team.
- Accurately update customer details, meeting status, and next steps in the CRM (Zoho or other systems).
- Maintain communication logs, reports, and productivity dashboards.
- Support sales team in pipeline building
Required Skills & Qualifications:
- 1-3 years of experience in outbound telesales, preferably in financial services, fintech, or wealth advisory.
- Excellent verbal communication skills in English and Hindi (regional languages a plus).
- Strong understanding of HNI investor behaviour, basic financial concepts, and investment lifecycle.
- Experience using CRM tools like Zoho or Salesforce to manage and track leads.
- Professional demeanour, confidence in handling affluent client conversations, and clarity in communicating regulated offerings.
- Graduation in any discipline. Finance, Marketing, or related fields preferred.
If you are interested in applying for the above-mentioned profile then share updated resume on .capital
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