Inside Sales Executive

Antal International; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A financial services firm in India is seeking an experienced Inside Sales Executive to engage with high net worth investors. This role focuses on understanding client financial goals and recommending suitable wealth products. You'll connect with qualified leads and existing users, advise on investments, and collaborate with internal teams to achieve revenue targets. A strong background in inside sales and investment products is essential for success in this position.

Qualifications

• 5+ years of experience in inside sales or wealth management.
• Strong knowledge of investment products like mutual funds and equities.
• Excellent communication and relationship-building skills.

Responsibilities

• Connect with qualified leads and existing users via calls.
• Understand investment goals and risk appetite of clients.
• Advise on wealth products such as mutual funds and equities.

Skills

Consultative selling

Relationship-building

Investment knowledge

Target-driven

Tools

CRM systems

Job description

We are looking for an experienced Inside Sales Executive to engage with high-potential users, advise high net worth investors (HNIs), and drive conversions through consultative selling.

Role Overview

This is an inside sales role focused on understanding client financial goals, recommending suitable wealth products, and converting prospects into long-term investors.

Key Responsibilities

• Connect with qualified leads and existing users via calls and digital channels
• Understand investment goals and risk appetite of clients
• Advise on wealth products such as mutual funds, equities, PMS, and AIFs
• Convert high-value prospects through consultative selling
• Maintain consistent follow-ups to drive investments and engagement
• Collaborate with wealth advisors and internal teams
• Track pipeline and customer data through CRM systems
• Achieve monthly revenue and conversion targets

Requirements

• 5+ years of experience in inside sales / wealth / financial sales
• Strong knowledge of investment products (MFs, equities, SIPs, PMS, AIFs)
• Excellent communication and relationship-building skills
• Experience in consultative or advisory sales
• Target-driven with a strong conversion focus

Good to Have

• Background in wealth management / fintech / brokerage

If you are passionate about advising HNIs and driving wealth growth, we’d love to connect.