Om Trading Solution

Location: Rajkot, Gujarat (In-Office) Experience: 6 to 24 Months | Salary: 2 to 3 Lakhs Per Annum (Fixed) + High Performance Incentives Role Overview You will act as the crucial link between our Sales Team and our high-value clientele. Your core mission is to ensure that clients who attend the Webinar smoothly transition to a 1-on-1 Strategy Meeting without hesitation. This role is about providing Trust and Support , not high-pressure selling. 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).