RM Sales

Job Description:

We are seeking a proactive and persuasive candidate to join our fast-paced real estate team. The candidate will be responsible for contacting potential buyers, understanding their property requirements, providing relevant information, and scheduling site visits. The goal is to convert leads into prospects and contribute to the company’s sales pipeline.

Responsibilities:

• Make outbound calls to potential clients based on leads provided.

• Understand customer requirements and provide relevant property information.

• Systematic follow-up with interested leads and timely updates on new offers.

• Schedule and coordinate site visits with sales teams and clients.

• Maintain accurate records of all conversations and lead progress using CRM tools.

• Achieve daily/weekly/monthly targets for calls and conversions.

• Handle customer inquiries professionally and escalate issues when needed.

WhatsApp blast and email marketing to be carried out.

⸻

Job Specification (JS):

Education qualifications:

• Minimum preferred: Bachelor’s degree in any field.

Skills & Competencies:

• Excellent verbal communication skills in English and local & regional specific languages (Hindi, Kannada & Tamil).

• Good convincing and negotiation skills.

• Confident, energetic, and customer-focused.

• Ability to handle rejection and remain calm under pressure.

• Basic computer knowledge and experience with MS Office.

Other Requirements:

• Willing to work in a target-driven environment.

• Must be comfortable with working on weekends and fixed weekday offs (as per company’s norms).

• Identify and approach potential customers through field visits, cold calling, and referrals.
• Generate new leads and convert prospects into customers.
• Conduct regular client meetings and product/service presentations.
• Build and maintain strong relationships with existing and potential customers.
• Understand customer requirements and recommend suitable solutions.
• Follow up with leads and maintain an active sales pipeline.
• 
  

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

Engage with prospective customers through calls, virtual meetings, and other communication channels. Understand customer requirements and recommend suitable solutions. Build strong relationships with potential customers and address their queries effectively. Follow up with leads and convert them into successful sales. Meet and exceed individual sales targets and performance metrics. Maintain accurate records of customer interactions and sales activities in CRM systems. Collaborate with internal teams to ensure a seamless customer experience. Stay updated on product offerings, industry trends, and competitor activities

A Sales Executive is responsible for identifying potential customers, generating leads, promoting products or services, achieving sales targets of Home loan and Loan against property, maintaining client relationships, negotiating deals, and ensuring customer satisfaction. The role also involves market research, follow-ups, and preparing sales reports to support business growth.

● Handle inbound and outbound leads and convert them into paid enrollments ● Conduct detailed counselling sessions to understand learner goals and recommend the right program ● Drive the complete sales cycle: lead qualification → demo → follow-ups → closure ● Maintain high conversion rates and meet revenue targets ● Manage CRM updates, track leads, and ensure timely follow-ups ● Coordinate with operations and support teams for the smooth onboarding of learners ● Build strong relationships with prospects to improve trust and conversion

Sales Representative

We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This

individual will contribute to the attainment of lead acquisition and conversion goals by engaging in

calls, collaborating with channel partners, visiting prospective clients in-person and generating

interest while qualifying prospects.

Responsibilities:

1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and

initiating initial discussions with the relevant channel head.

2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to

assess their qualification.

3. Handling both inbound and outbound calls to evaluate lead qualifications.

4. Comprehending client requirements and effectively presenting product

offerings.

5. Qualifying leads and forwarding them to the respective stakeholders.

Requirements:

1. Demonstrated expertise in handling incoming and outgoing calls.

2. 0 to 1 years of sales experience, preferably in the Fintech sector.

3. Proven track record in successful lead generation.

B2B sales experience is essential.

4. Fundamental knowledge of business banking and lending products.

5. Proficient in managing a high volume of calls daily with a strong phone

presence.

6. Familiarity with CRM systems, such as Freshworks or equivalent.

7. Exceptional verbal and written communication skills.

Effective listening and presentation capabilities.

8. Ability to multitask, prioritize, and efficiently manage time.

9. Previous experience in a financial organization is

advantageous.

Job Duties & Responsibilities

1. Identify and acquire new corporate clients.
2. Generate new business opportunities through cold calling, emails, and other digital platforms.
3. Build and maintain strong relationships with prospective clients.
4. Present company products/services and explain their benefits to potential customers.
5. Follow up on leads and convert prospects into clients.
6. Achieve assigned sales and business development targets.
7. Maintain accurate records of client interactions and sales activities.

Hiring: Business Development Executive (Remote). 1–2 years’ experience preferred. Responsibilities include cold calling, lead generation, client outreach, follow-ups and meeting targets. Strong communication and negotiation skills required. Performance-based stipend with mentorship and practical industry exposure.

Role Description:

The role is a full-time, on-site position based in our HSR Layout, Bengaluru office. The tele sales professional will conduct outbound and inbound calls to engage potential and existing clients, present Life Designer’s services, and convert leads into opportunities.

Day-to-day tasks include understanding client needs, explaining service offerings, updating CRM records, and following up on prospects to close sales. The role also involves coordinating with internal teams, providing clear communication to clients, and maintaining high standards of customer experience.

Qualifications:

• Strong Sales skills with the ability to generate leads, pitch services, and close deals over the phone.
• Excellent Communication abilities, including clear verbal communication, active listening, and professional phone etiquette.
• Customer Service and Customer Support skills to handle inquiries, resolve basic issues, and build long-term client relationships.
• Experience in Training or a willingness to learn sales scripts, product knowledge, and tele sales best practices.
• Proven experience in tele-sales, inside sales, or a similar client-facing role, preferably in tech, digital, or service industries.
• Comfort using CRM tools, call tracking systems, and basic productivity software.
• Ability to work in a fast-paced environment, meet targets, and manage multiple leads simultaneously.

Minimum educational qualification: A high school diploma; a bachelor’s degree in business, marketing, or related fields is an advantage.