Senior Investment Counsellor at TalentBizz · Noida · 2 - 5 years · ₹2L - ₹5L / yr · Posted 9 Jan 2026
JOB LOCATION: Noida Sector 62 (On-site role)
TIMINGS: 9:30 AM – 6:30 PM (Monday to Saturday with First Saturday Off)
TYPE: Full Time
Compensation: INR 30,000 – 45,000* per month + Performance based incentives
EXPERIENCE: 2 to 5 years of experience in stock market sales or related financial
services.
EDUCATIONAL QUALIFICATION: Graduate / Post Graduate (Commerce, Finance, or Business preferred). Certifications: NISM or related market certifications preferred but not mandatory.
Role Overview
As a Senior Investment Counselor, you will be responsible for converting leads into active clients through effective communication, need analysis, and presentation of company’s research-backed stock market products. You will play a pivotal role in driving the
company’s sales targets while maintaining the highest level of professionalism and client satisfaction.
Key Expectations
● Must achieve a monthly sales target equivalent to 3× - 4× of the fixed salary.
● Consistent achievement of 70% of monthly targets is mandatory to earn the fixed component.
● Demonstrate high professionalism, persistence, and performance-driven work ethics.
● Ensure quality client interactions focused on transparency and trust.
Key Responsibilities
● Engage with leads provided by the company and convert them into active clients through consultative discussions.
● Understand clients investment goals, risk appetite, and financial preferences to recommend suitable research products.
● Consistently meet and exceed weekly and monthly sales targets.
● Build and maintain strong, trust-based relationships with clients to encourage renewals and referrals.
Shubham Vishwakarma
Full Stack Developer - Averlon
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Key Responsibilities
- Lead Conversion & Sales Ownership: Take complete ownership of inbound leads (generated via marketing campaigns, digital ads, and walk-ins) and drive them toward membership or package conversions.
- Outbound & Inbound Calling: Conduct high-volume, consultative phone calls, video consultations, and WhatsApp follow-ups with prospective clients to understand their fitness goals and pitch relevant Athletes Lab programs.
- Consultative Selling: Effectively communicate the value proposition of Athletes Lab's core offerings (Strength & Conditioning, Sports Science Assessments, Injury Rehabilitation, and Recovery Protocols).
- Pipeline Management: Maintain an organized CRM/sales tracker to record lead stages, follow-up schedules, conversion rates, and drop-off reasons.
- Target Achievement: Consistently meet or exceed monthly and quarterly conversion and revenue targets.
● 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
Job Title: Inside Sales Specialist
Experience: 1 – 3 Years
Location: VV Puram, Bengaluru
Work Mode: Full-Time | On-Site | 6 Days
CTC: 8 LPA ( 5 LPA Fixed + 3 LPA Variable )
Notice Period: Immediate to 7 Days
Role Description:
As an Inside Sales Specialist, you will connect with students and their families, offering personalized counselling to understand their educational goals and challenges. You’ll develop and implement sales strategies, track performance, and improve the overall sales process & customer experience.
- Conduct personalized counselling sessions to guide students.
- Develop and execute sales strategies to meet revenue targets.
- Track and analyze sales performance to identify improvements.
- Work with other teams to enhance the sales process.
Qualification:
- Education: Bachelor’s degree or Post-Graduation.
- Experience: 1-2 years in sales .
- Languages: Fluency in English and Kannada is required.
- Skills: Strong communication, interpersonal, and presentation skills.
Perks and Benefits:
- Paid Annual Leaves
- Long vacation during new year
- PF, Health Insurance, Team Lunches
- Great job satisfaction
- Immense learning & personal development
Job Title: Inside Sales Specialist
Experience: 1 – 3 Years
Location: VV Puram, Bengaluru
Work Mode: Full-Time | On-Site | 6 Days
CTC: 8 LPA ( 5 LPA Fixed + 3 LPA Variable )
Notice Period: Immediate to 7 Days
Role Description:
As an Inside Sales Specialist, you will connect with students and their families, offering personalized counselling to understand their educational goals and challenges. You’ll develop and implement sales strategies, track performance, and improve the overall sales process & customer experience.
- Conduct personalized counselling sessions to guide students.
- Develop and execute sales strategies to meet revenue targets.
- Track and analyze sales performance to identify improvements.
- Work with other teams to enhance the sales process.
Qualification:
- Education: Bachelor’s degree or Post-Graduation.
- Experience: 1-2 years in sales .
- Languages: Fluency in English and Kannada is required.
- Skills: Strong communication, interpersonal, and presentation skills.
Perks and Benefits:
- Paid Annual Leaves
- Long vacation during new year
- PF, Health Insurance, Team Lunches
- Great job satisfaction
- Immense learning & personal development
We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.
Who we are:
Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.
What you'll do:
- Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
- Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
- Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
- Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.
What we need:
- Education: A degree in Finance, Commerce, Management, or Economics is preferred.
- Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
- Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
- Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.
Who you are:
- Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
- A Clear Communicator: You have excellent verbal communication skills.
- Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
- Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.
This role is NOT for you if:
- You prefer a slow-paced, micro-managed environment.
- You are not comfortable with change or taking on new responsibilities.
- You're looking for a passive, "take it easy" role.
What you'll get:
- A core role with a clear growth path within a fast-growing company.
- Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
- A great work environment that is informal, encouraging, and collaborative.
- Competitive compensation.
Our Hiring Process:
- Online Application: You apply and answer a few quick questions. [5 min]
- Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
- People Video Interview: A quick chat with our People head [30 min]
- Technical Interview: A discussion about your experience and skills. [30 min]
- Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
- Offer & Checks: We make an offer, and proceed with a reference and background check.
Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office
Job description
Job Title: Academic Counsellor Inside SalesCompany: Infinity Learn by Sri Chaitanya Job Description
As an Academic Counsellor Inside Sales, you will be responsible for interacting with prospective students and parents, understanding their academic requirements, and guiding them toward the right educational programs offered by Infinity Learn.The role requires excellent communication skills, a target-oriented mindset, and the ability to build strong customer relationships through outbound calling, counselling, demo booking, and sales conversion.
Key Roles & Responsibilities
- Make outbound calls to approximately 150200 prospective leads on a regular basis.
- Connect with prospective students and parents through calls and virtual interactions.
- Understand the academic requirements and needs of students and parents.
- Counsel parents and students regarding available courses, program benefits, and learning opportunities.
- Book online live demo sessions with interested parents and students.
- Coordinate with parents to confirm their availability for the scheduled demo session.
- Conduct online live demo sessions with the parent along with their child, explaining the program, features, benefits, and learning approach.
- Follow up regularly with interested leads after demo sessions.
- Handle customer queries and objections professionally.
- Convert qualified leads into enrollments/admissions and achieve assigned sales targets.
- Maintain customer data and update sales records/CRM regularly.
- Coordinate with internal teams to ensure smooth onboarding and post-sales support.
- Contribute to overall revenue growth by achieving individual and team targets.
Eligibility Criteria
- Graduation is Mandatory.
- Freshers with strong communication skills and an interest in sales can also apply.
- Prior experience in Inside Sales / Telesales / EdTech Sales will be an added advantage.
- Strong communication, convincing, counselling, and negotiation skills required.
- Candidate should possess a personal laptop and stable internet connection.
- Self-motivated, target-driven, and comfortable with outbound calling and sales targets.
Salary & Benefits
- Attractive Fixed Salary
- Performance-Based Incentives
- Career Growth Opportunities
- Professional Sales Training & Development
- Dynamic and Growth-Oriented Work Environment
Working Details
- Working Days: Tuesday to Sunday
- Fixed Week Off: Monday
- Work Timings: 11:00 AM to 9:00/9:30 PM
- Work Mode: Work From Office
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
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.
Lead Generation & Prospecting: Research and identify potential business clients.
Product Presentations: Conduct compelling online product demonstrations and presentations to showcase the value of our SaaS product.
Sales Cycle Management: Manage the end-to-end sales process from initial outreach to qualifying leads and closing deals.
Relationship Building: Develop and maintain strong, long-lasting relationships with key decision-makers.
CRM Management: Maintain accurate and up-to-date records of all sales activities and client interactions in the CRM.
Market Analysis: Stay updated on industry trends, competitor activities, and feedback from prospects to help improve product offerings.
Title:- Senior Business Development Associate(Sr. BDA) & BDA
Department:- Sales
Work Locations:- Gurugram, Bangalore
Role type:- Full-Time
About The Role
We are looking for energetic, target-driven, and customer-focused professionals to join our EdTech client as Business Development
Associates (BDA) / Senior Business Development Associates (Sr. BDA). The role involves counselling prospective students, managing leads, and converting enquiries into enrolments.
Eligibility
• Qualification:- Graduate in any discipline
• BDA:- 0-2 years of experience; freshers with good communication skills can apply.
• Sr. BDA:- 2-6 years of relevant experience, preferably in EdTech/ Inside Sales.
Key Responsibilities
• Handle and convert leads through calls, WhatsApp, and other channels.
• Counsel students/parents and recommend suitable courses.
• Achieve monthly sales and enrolment targets.
• Manage follow-ups and maintain the sales pipeline/CRM.
• Handle customer queries and objections effectively.
• For Sr. BDA: mentor junior team members and support team targets.
Required Skills
• Excellent communication and interpersonal skills.
• Strong persuasion, negotiation, and objection-handling abilities.
• Target-oriented and self-motivated approach.
• Basic knowledge of CRM/MS Office.
Salary
• BDA: 7 - 8.4 LPA
• Sr. BDA: 8.4 – 11 LPA
Other Benefits
• Performance- based incentives.
• Training & learning opportunities.
• Performance based career growth.
• Employee engagement activities and rewards.
Apply Now to build your career in the fast- growing EdTech industry.
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Full Stack Developer - Averlon