Inside Sales Representative

About 9 Point Capital: 9 Point Capital is India’s first regulated digital asset management company, providing LRS-compliant access to global digital assets like Bitcoin ETFs. Our platforms span investment advisory, DIY wealth portals for future-ready portfolios.

Role Summary:

We are looking for Inside Sales Representative – Fintech (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:

• Respond to inbound leads from website, WhatsApp, LinkedIn, webinars, and referrals.
• Understand the financial needs of prospects and match them with appropriate solutions.
• Convert marketing-qualified leads (MQLs) into sales-qualified leads (SQLs).
• Provide detailed product walkthroughs or schedule demos with Sales Specialist
• Outbound calls
• Conduct outbound calls to prospects from targeted industries (e.g., mutual fund distributors, HNIs, financial advisors, SMEs, etc.).
• Follow up on cold and warm leads from LinkedIn, Wati campaigns, webinars, or lead databases (Lusha, Dripify, Sales Navigator).
• Nurture leads through a defined follow-up cadence and messaging flow.
• CRM Reporting
• Maintain accurate records in CRM
• Track activity metrics, lead status, and conversion data.

Required Skills & Qualifications:

• 2–5 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 behavior, basic financial concepts, and investment lifecycle.
• Experience using CRM tools like Zoho or Salesforce to manage and track leads.
• Professional demeanor, confidence in handling affluent client conversations, and clarity in communicating regulated offerings.
• Graduation in any discipline. Finance, Marketing, or related fields preferred.