Business Development Executive (Telecaller)

Finlabs India Pvt Ltd; India; On-site; INR 250,000 - 420,000; Full time

Job summary

Finlabs India Pvt. Ltd. is looking for a dynamic Telecaller to drive outbound sales for Finexa MF across India.

You will generate leads, schedule product demos, and nurture relationships with financial professionals, helping convert prospects into customers. The role involves collaborating with product fulfillment and activation teams for seamless onboarding. The ideal candidate will have 1-3 years in B2B/fintech sales, strong communication skills, and the ability to meet weekly targets in a

Qualifications

• 1-3 years of experience in telecalling, telesales, or inside sales (BFSI/B2B).
• Excellent persuasion, negotiation and objection handling abilities.
• Familiarity with CRM systems, data calling tools, and online meeting platforms.
• Proactive, disciplined and able to work flexible hours (evenings/weekends).
• Comfortable handling large lead databases and achieving conversion KPIs.

Responsibilities

• Conduct outbound calls to warm and cold leads generated via campaigns and events.
• Pitch Finexa SaaS effectively and schedule product demos.
• Handhold leads through the demo-to-sale process and maintain CRM records.
• Coordinate with product fulfillment and activation teams for smooth onboarding.
• Maintain long-term client relationships and communicate renewal benefits.
• Provide weekly MIS reports on calls, demos, and closures.

Skills

Telecalling

Telesales

Inside sales

Persuasion

Negotiation

Objection handling

CRM

Zoom

Microsoft Teams

Lead management

Tools

CRM

Zoom

Microsoft Teams

Job description

Business Development Executive (Telecaller)

Job Category: Sales

Job Type: Full Time

Job Location: Pan India

Experience: 1-3 years (BFSI/B2B Sales)

About Finlabs

Finlabs India Pvt. Ltd. is a cutting-edge fintech company that blends finance, technology, and design to deliver innovative digital solutions across investment advisory, wealth management, insurance, and financial literacy. Our mission is simple yet powerful Educate, Empower, and Engage enabling financial professionals to deliver superior outcomes through automation, analytics, and digital intelligence.

About the Product – Finexa MF

Finexa is a comprehensive, AI-powered business solution for Investment Advisors, Wealth Managers, and Mutual Fund Distributors (MFDs). The platform simplifies client management, reporting, financial planning, and performance tracking — all within a single interface. Finexa is offered both as a SaaS platform and an Enterprise solution, helping partners digitize their wealth management process with modular, customizable tools.

About the Role

We are looking for a dynamic, confident, and highly persuasive Telecaller / Telemarketer with a proven track record in BFSI product sales or B2B inside sales. The ideal candidate will be responsible for outbound calling, lead conversion, demo scheduling, and relationship management with financial professionals across India.

This role demands excellent communication, product understanding, empathy, and follow-up discipline. You will act as the first voice of Finexa, building long-term trust and ensuring seamless lead-to-demo-to-sale conversion.

Key Responsibilities

Lead Generation & Prospect Engagement

• Conduct outbound calls to warm and cold leads (MFDs, IFAs, Wealth Managers) generated via marketing campaigns, emails, and events.
• Pitch Finexa SaaS effectively, highlighting its benefits, key features, and AIpowered advantages.
• Schedule product demos with interested leads and handhold them until successful completion.
• Follow up diligently to ensure demo-to-sale conversion and manage lead tracking through CRM.
• Work closely with the Product Fulfilment Team for seamless onboarding postsale.
• Introduce clients to the activation and support teams, ensuring smooth product setup.
• Conduct periodic check-ins and satisfaction calls post-onboarding to strengthen engagement.

Client Relationship & Retention

• Maintain long-term client relationships through regular interaction and feedback loops.
• Update clients on new features, enhancements, and renewal benefits via calls or WhatsApp.
• Send timely renewal reminders and follow up for subscription fee collections.
• Encourage referrals and repeat purchases through trust-based engagement.

Performance Tracking & Reporting

• Achieve weekly and monthly sales and demo targets.
• Maintain accurate calling and follow-up records in CRM.
• Share daily MIS reports with Team Lead on calls made, demos scheduled, and closures achieved.
• Provide insights on lead response time, objections, and call performance to improve conversion.
• Stay updated on competitor products, pricing models, and trial offers in the SaaS-fintech space.
• Capture client feedback, pain points, and feature requests to feed product improvement.
• Identify emerging regions or advisor clusters with growth potential and recommend outreach strategies.

Required Skills & Qualifications

• 1-3 years of experience in telecalling, telesales, or inside sales (preferably in B2B, fintech, or financial products).
• Excellent persuasion, negotiation, and objection handling abilities.
• Familiarity with CRM systems, data calling tools, and online meeting platforms (Zoom, Microsoft Teams).
• Proactive, disciplined, and able to work flexible hours (evenings/weekends when required).
• Comfortable handling large lead databases and achieving conversion KPIs

Preferred Attributes

• Experience selling to MFDs, IFAs, RIAs, or wealth management professionals.
• Prior exposure to AI-driven SaaS products or digital subscription platforms.
• High emotional intelligence and client empathy.
• Tech-savvy, detail-oriented, and comfortable with data tracking.

• Opportunity to work with one of India’s fastest growing fintech SaaS ecosystems.
• Exposure to end-to-end sales automation and CRM systems.
• A collaborative environment that values initiative, ownership, and growth.
• Flexible working model (hybrid/remote) with performance-based incentives.