Mumbai
INR 2.4 - 4.8 Lacs P.A.
On-site
Full Time
Company Overview: NetworkFP is India’s most trusted platform for personal finance professionals. We help advisors grow their practice and credibility through certification programs like QPFP®, community, and tools. with 1,650+ members and a growing list of partners like HDFC and ICICI Prudential, DSP we're scaling fast. Key Responsibilities - Reach out to inbound & outbound leads and handle outbound follow-ups via calls, emails, and WhatsApp. - Understand prospect's professional goals and recommend suitable programs. - Conduct program demos or counselling sessions when needed. - Drive program registrations by achieving monthly and quarterly sales targets. - Maintain accurate lead status and follow-up actions in the CRM system/ Google Sheets. - Coordinate with internal teams to ensure smooth onboarding and communication. - Share feedback from prospects to improve sales scripts and marketing materials. - Attend sales meetings and contribute ideas for team success. Skills & Qualifications Bachelor’s degree in Business, Marketing, or related field. 1–3 years of experience in consultative or ed-tech sales preferred. Strong communication, presentation, and interpersonal skills. Familiarity with CRM tools and proficiency in Google Workspace. Self-motivated with a result-driven approach and ability to thrive in a team environment. What We Offer: A mission-driven culture with purpose-led work. Opportunity to grow in the financial services and learning & development ecosystem. Structured incentives and performance-based rewards. Supportive and collaborative work environment. Job Type: Full-time Pay: ₹20,000.00 - ₹40,000.00 per month Benefits: Leave encashment Paid sick time Provident Fund Schedule: Day shift Fixed shift Monday to Friday Supplemental Pay: Performance bonus Work Location: In person
Mumbai Metropolitan Region
None Not disclosed
On-site
Full Time
Key Responsibilities Reach out to inbound & outbound leads and handle outbound follow-ups via calls, emails, and WhatsApp. Understand prospect's professional goals and recommend suitable programs. Conduct program demos or counselling sessions when needed. Drive program registrations by achieving monthly and quarterly sales targets. Maintain accurate lead status and follow-up actions in the CRM system/ Google Sheets. - Coordinate with internal teams to ensure smooth onboarding and communication. Share feedback from prospects to improve sales scripts and marketing materials. Attend sales meetings and contribute ideas for team success. About Company: Network FP was established in 2011 to help personal finance professionals in India develop and grow a client-centric, process-driven, and knowledge-based financial advisory practice. Network FP is a PAN-India professional membership organization for financial advisors (IFAs), certified financial planners (CFPs), registered investment advisors (RIAs) & other personal finance professionals.
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