Lead Engagement & Qualification
â Connect with inbound MQLs via phone and respond to callback requests promptly.
â Understand the prospect’s goals, investment intent, and overall context to assess fit
for an advisory consultation.
â Ask high-level discovery questions to identify needs, readiness, and priority, without
getting into detailed advisory.
â Handle common objections (timing, trust, fees, “already have an advisor”) with
empathy and consultative communication.
Follow-ups, Pipeline Discipline & CRM Hygiene
â Maintain strong follow-up discipline across active leads through reminders and
planned callbacks.
â Update CRM accurately with outcomes, notes, dispositions, and next steps for every
interaction.
â Flag unreachable/invalid leads, duplicates, and low-quality entries using defined tags
and processes.
Meeting Booking & Handoffs
â Book consultations between qualified prospects and the appropriate financial expert
based on fit.
â Create clear, high-quality handoff notes covering: prospect goals, urgency, high-level
financial context, key concerns, and objections raised.
â Coordinate confirmations/reschedules to improve attendance and reduce drop-offs.
Compliance & Customer Experience (Financial Services Context)
â Follow consent/DND and internal compliance guidelines for customer
communication.
â Use approved communication templates and maintain a professional, trustworthy
client experience.
Success Metrics (KPIs)
â Speed and consistency of lead engagement and follow-ups
â Qualified meetings booked and meeting show rate
â Quality of handoffs (completeness/clarity of context shared)
â CRM hygiene and lead disposition accuracy
Requirements
Skills
â Strong phone-based selling and consultative discovery skills (needs analysis, goal
profiling, suitability mindset)
â Ability to speak confidently about investment concepts and products (mutual funds,
advisory vs distribution, PMS basics) in a simple, client-friendly way
â Excellent verbal and written communication; comfortable with WhatsApp/email
follow-ups and structured note-writing
â Strong objection handling with high empathy and trust-building (especially for
high-consideration financial decisions)
â High ownership and follow-up discipline (callbacks, attempt depth, SLA adherence)
â Strong CRM hygiene and data discipline (accurate dispositions, notes, next steps);
comfortable with sales tools/workflows
Qualifications (Must-have)
â 2–4 years of experience in financial services sales/client engagement with direct
exposure to at least one of:
- MFD (Mutual Fund Distribution) / wealth advisory sales
- RIA (Registered Investment Advisor) setup (advisory conversations,
planning-led pitch)
- PMS (Portfolio Management Services) / HNI wealth product sales
â Prior experience handling investment conversations (goal-based investing, risk
profiling, portfolio discussions) and converting leads into advisor
consultations/meetings
â Bachelor’s degree in any discipline (Commerce/BBA/Engineering preferred)
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