Inside Sales Executive

Streetgains Research Services; Bengaluru; On-site; INR 350,000 - 650,000; Full time

Job summary

Streetgains Research Services in Bengaluru is seeking an Inside Sales Executive to drive top-of-funnel conversions, manage inbound investor queries, and convert them into qualified subscriptions across our Research Calls and Model Portfolios platforms. The role requires strong communication, target-driven mindset, and SEBI compliance.

Excellent English & Hindi, strong persuasion, CRM discipline, and the ability to explain financial concepts clearly are essential.

Qualifications

• 6 months to 3 years in Inside Sales / BD.
• Graduate; finance background preferred.
• Excellent English & Hindi; Kannada advantage.
• Strong CRM and lead management experience.
• Ability to simplify complex financial concepts.

Responsibilities

• Manage and convert inbound leads from digital campaigns and inquiries.
• Profile investors and pitch Trade Calls/Model Portfolios offerings.
• Deliver compliant product explanations; avoid investment advice.
• Follow-ups to achieve daily/weekly targets; high conversion.
• Maintain CRM entries, logs, and closure details with data hygiene.
• Educate customers on features, pricing, onboarding flows.
• Uphold SEBI Research Analyst regulations in all communications.
• Handle objections; escalate complex issues to seniors.
• Provide insights to improve scripts and campaigns.

Skills

English & Hindi

CRM discipline

Stock market basics

Persuasion & negotiation

Objection handling

Communication clarity

Compliance awareness

Education

Graduation (any)

Tools

CRM software

Job description

Job Description: Inside Sales Executive

Location: Bangalore (On-site)

Department: Business Development & Sales

Industry: Financial Services / Research & Model Portfolios

Role Overview

We are looking for a high-energy Inside Sales Executive who can drive top-of-the-funnel conversions, manage inbound investor queries, and convert them into qualified subscriptions across our Research Calls and Model Portfolios platforms. The role demands strong communication skills, a target-driven mindset, and the ability to operate in a regulated SEBI environment with unwavering compliance discipline.

Key Responsibilities

1. Manage and convert inbound leads generated through digital campaigns, WhatsApp, and app enquiries.
2. Understand customer requirements, profile the investor, and pitch the right service offering (Trade Calls/ Model Portfolios).
3. Deliver crisp, compliant product explanations without providing investment advice or assured-return commitments.
4. Conduct follow-ups, maintain a high conversion ratio, and drive daily/weekly target achievement.
5. Maintain accurate lead entries, follow-up logs, and closure details in CRM with strong data hygiene.
6. Educate customers on service features, pricing plans, app usage, and onboarding flows.
7. Uphold SEBI Research Analyst regulations during every communicationincluding disclaimers, tele-sales scripts, and platform guidelines.
8. Handle objections, resolve basic queries, and escalation complex concerns to the senior team when required.
9. Provide insights from customer interactions to improve pitch scripts, campaigns, and product messaging.

Required Skills & Competencies

1. Excellent verbal communication in English and Hindi (Kannada is an added advantage).
2. Strong persuasion, negotiation, and objection-handling capability.
3. Good understanding of stock market basics (F&O / Equity awareness is a plus).
4. Ability to clarify complex financial concepts in simple language.
5. High ownership mindset, comfort with targets, and result orientation.
6. Strong CRM discipline, ability to multitask and manage lead funnels effectively.
7. Professional behaviour aligned with financial industry compliance and customer ethics.

Eligibility Criteria

1. Experience: 6 months to 3 years years in Inside Sales / Business Development
2. Preferred Background: Financial services, broking, fintech, BFSI sales.
3. Education: Any graduate; B.Com, M.Com, BBA (Finance/Marketing) preferred.
4. Immediate joiners or short notice period candidates will be prioritized.

Performance Metrics

1. Monthly conversion targets
2. Lead-to-subscription conversion ratio
3. Call quality audits (compliance adherence)
4. CRM hygiene & follow-up consistency
5. Customer onboarding satisfaction scores

Compensation

1. Salary: As per industry standards
2. Attractive performance-based incentives
3. Additional rewards for monthly/quarterly top performers

Why Join Us?

1. Fast-growing financial services platform with a strong brand presence.
2. Structured training on SEBI-compliant sales, investor psychology & product mastery.
3. High-performance culture, direct access to leadership, and accelerated career growth.
4. Opportunity to work on cutting-edge investment platforms (Trade Calls & Streetfolios).