Financial Sales Associate

Location:

Experience:

Salary:

Role Overview

Sales Team

• 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).