Inside Sales Executive

Job Summary

We are seeking a motivated and customer-focused Inside Sales Executive to join our

growing team. The candidate will be responsible for connecting with company-provided

leads, understanding client financial needs, explaining suitable financial products/services,

and converting prospects into customers.

Key Responsibilities

- Contact and engage with company-generated leads through calls and follow-ups

- Understand customer requirements and recommend suitable financial solutions

- Explain wealth planning, investment, and insurance-related services to prospective clients

- Schedule appointments or consultations for senior advisors when required

- Maintain regular follow-ups to maximize lead conversion

- Build and maintain strong customer relationships

- Update lead status and customer interactions in CRM/software

- Achieve monthly sales and revenue targets

- Coordinate with internal teams for smooth onboarding and servicing

Required Skills & Qualifications

- Minimum 1 year of experience in inside sales, telesales, or financial sales

- Strong verbal communication and convincing skills

- Good interpersonal and relationship-building abilities

- Basic understanding of financial products, investments, or insurance is preferred

- Comfortable with calling, follow-ups, and target-oriented work

- Basic computer knowledge and familiarity with CRM/MS Office

Preferred Candidate Profile

- Graduate in any stream

- Experience in BFSI, insurance, investment advisory, or wealth management industry will

be an advantage

- Self-motivated and result-driven personality

• It is a Full Time టెలిసెల్స్ / టెలిమార్కెటింగ్ job for candidates with 1 - 4 years of experience.