Senior Investment Counsellor

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

Job Title: Wealth Manager

Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time

About the Role

We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.

The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.

Key Responsibilities

Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.

Team Leadership & People Management

* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.

Qualifications

* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.

Experience

* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.

Required Skills

* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.

Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)

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

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: 1-5 years in sales.

• Languages: Fluency in English and Kannada is Mandatory.

• 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

Additional Details:

• Job Title: Inside Sales Specialist

• CTC: 8LPA (5 LPA Fixed + 3 LPA Variable)

• Working Location: VV Puram, Bangalore

• Job Type: Full Time (On site)

• Working Days: 6 days

• Experience: 1-5 years

• Immediate Joiners required.

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

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:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. 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

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.

Sales Counsellor – The Language SKOOL

Experience: 2–8 years into Sales Counselling (Edtech Industry)

Location: Remote

Salary- 20K- 45K

No .of Positions- 50

About The Language SKOOL

The Language SKOOL is one of India's leading online foreign language learning platforms, with over a decade of excellence in transforming careers through language education. We offer professional training in German, Japanese, French, Korean, Spanish, and Chinese, helping learners unlock global opportunities.

At TLS, we believe language skills are the gateway to international careers, higher education, and personal growth. Our mission is to make world-class language learning accessible, engaging, and career-oriented.

Role Overview

We are hiring Sales Counsellors to drive student enrolments by counselling prospects, converting leads, and achieving monthly sales targets.

Key Responsibilities

* Counsel students and recommend suitable programs

* Handle inbound/outbound leads & generate own leads

* Convert enquiries into enrolments

* Achieve monthly revenue targets

* Maintain CRM records and follow-ups

Performance & Targets

* Variable pay during probation (first 3 months) linked to performance

* Minimum 50% target required for variable payout

* Incentives unlocked at 90%+ target achievement

Compensation

* Probation: Fixed + Variable

* Post three months: 100% Fixed + High incentives

* Monthly incentives + performance bonuses (up to ₹2L/month cap)

Requirements

* 2–8 years in Sales / Counselling / EdTech

* Strong communication & closing skills

* Target-driven mindset

Why Join Us

* High earning potential

* Fast career growth

* Structured performance-based rewards

Job Summary

We are looking for a motivated and result-oriented Sales Consultant to drive business growth through both virtual and direct sales channels. The role involves identifying potential customers through our application, understanding their requirements, presenting suitable solutions, building strong client relationships, and converting prospects into customers.

The ideal candidate should be confident in communicating with customers through phone, video calls, email, and in-person meetings, with a strong focus on achieving sales targets.

Key Responsibilities

1. Lead Generation & Prospecting

• Identify and generate new business opportunities through online and offline channels.
• Contact prospective customers through calls, emails, WhatsApp, social media, and other digital platforms.
• Maintain and regularly update the sales pipeline.

2. Virtual / Inside Sales

• Conduct sales discussions through phone calls, video conferences, email, and other digital platforms.
• Understand customer requirements and recommend appropriate products/services.
• Conduct online product/service demonstrations and presentations.
• Follow up with leads regularly and move prospects through the sales cycle.
• Handle customer queries and provide timely information.
• Provide support in packaging of ecommerce orders.

3. Direct / Field Sales

• Meet prospective and existing customers in the outlet by fixing the appointment to understand their business requirements.
• Conduct face-to-face presentations, demonstrations, and negotiations.
• Attend business meetings, networking events, exhibitions, and other sales activities as required.

Required Skills & Competencies

• Excellent communication skills.
• Strong interpersonal and relationship-building skills.
• Good presentation and negotiation abilities.
• Confidence in conducting both virtual and face-to-face sales meetings.
• Strong persuasion and customer-handling skills.
• Ability to understand customer requirements and recommend suitable solutions.
• Good follow-up and time-management skills.

Qualification

• Any Degree.

Experience

Preferred: 1–4 years of experience in sales, business development, inside sales, field sales, or a customer-facing role.

Freshers with strong communication, confidence, and a willingness to learn may also be considered.