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As an SDR in the Acquisition team, you will be responsible for engaging Marketing Qualified Leads (MQLs) and moving them toward a booked consultation with the right financial expert. This role blends structured prospecting, consultative discovery at a high level, objection handling, and disciplined follow-up, and is designed as a launchpad into client-facing advisory roles over time.
You will own the first conversation and early funnel movement, ensuring prospects are engaged, qualified for fit, and handed off with context so the expert can run a personalized meeting.
Key Responsibilities
Lead Engagement & Qualification
● Connect with inbound MQLs via phone and respond to callback requests promptly.
● Understand the prospect’s goals, investment intent, and overall context to assess fit for an advisory consultation.
● Ask high-level discovery questions to identify needs, readiness, and priority, without getting into detailed advisory.
● Handle common objections (timing, trust, fees, “already have an advisor”) with empathy and consultative communication.
Follow-ups, Pipeline Discipline & CRM Hygiene
● Maintain strong follow-up discipline across active leads through reminders and planned callbacks.
● Update CRM accurately with outcomes, notes, dispositions, and next steps for every interaction.
● Flag unreachable/invalid leads, duplicates, and low-quality entries using defined tags and processes.
Meeting Booking & Handoffs
● Book consultations between qualified prospects and the appropriate financial expert based on fit.
● Create clear, high-quality handoff notes covering: prospect goals, urgency, high-level financial context, key concerns, and objections raised.
● Coordinate confirmations/reschedules to improve attendance and reduce drop-offs.
Compliance & Customer Experience (Financial Services Context)
● Follow consent/DND and internal compliance guidelines for customer communication.
● Use approved communication templates and maintain a professional, trustworthy client experience.
Success Metrics (KPIs)
● Speed and consistency of lead engagement and follow-ups
● Qualified meetings booked and meeting show rate
● Quality of handoffs (completeness/clarity of context shared)
● CRM hygiene and lead disposition accuracy
Skills & Qualifications (Revised)
Skills
● Strong phone-based selling and consultative discovery skills (needs analysis, goal profiling, suitability mindset)
● Ability to speak confidently about investment concepts and products (mutual funds, advisory vs distribution, PMS basics) in a simple, client-friendly way
● Excellent verbal and written communication; comfortable with WhatsApp/email follow-ups and structured note-writing
● Strong objection handling with high empathy and trust-building (especially for high-consideration financial decisions)
● High ownership and follow-up discipline (callbacks, attempt depth, SLA adherence)
● Strong CRM hygiene and data discipline (accurate dispositions, notes, next steps); comfortable with sales tools/workflows
Qualifications (Must-have)
● 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
● Prior experience handling investment conversations (goal-based investing, risk profiling, portfolio discussions) and converting leads into advisor consultations/meetings
● Bachelor’s degree in any discipline (Commerce/BBA/Engineering preferred)
Good to have
● Exposure to HNI / mass affluent client segment and high-value financial decision journeys
● Certifications: NISM (Mutual Fund / Investment Adviser / PMS) or equivalent (preferred, not mandatory)
● MBA or relevant postgraduate degree (plus)
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