Inside Sales Manager

Responsibilities

• Build and optimize playbooks for lead KYC account open, first trade-funded account.
• Segment leads by source, cohort, and intent (e. g., equity / FO / commodities / MF) and tailor scripts.
• Own dialer / WhatsApp cadences, SLA response times, and re-engagement loops.
• Hire, train, and coach inside-sales reps; run daily standups, call-list reviews, and QA scorecards.
• Shadow calls, run weekly call-coaching with objection handling (pricing, KYC friction, app UX).
• Workforce planning : roster, seat / line allocation, productivity hygiene (talk time, wrap time).
• Maintain CRM hygiene : stages, reasons for loss, next actions, tasks; enforce data quality.
• Partner with Growth to refine lead routing, scoring, and campaign feedback loops.
• Standardize scripts, rebuttals, and compliance-approved templates for calls / WhatsApp / email.
• Own weekly / monthly forecasts; publish funnel metrics and rep scorecards.
• Run experiments (A / B scripts, offers, cadences) and institutionalize wins.
• Drive upsell to brokerage plans, derivatives activation, SIPs / MFs, IPO / NFO participation.
• Handshake with success / retention teams for early-life churn prevention.
• Ensure SEBI / Exchange / DP communication standards; call recording, consent, and disclosures.
• Work with Compliance on periodic audits and script approvals.
• Lead-to-Account Open Rate.
• KYC TAT (avg hours from lead to KYC complete).
• Activation Rate (first trade within 7 / 14 days).
• Cost per Activated Account & Revenue per Activation.
• Contact Rate, Talk Time / Rep / Day, Appointment / Call, Conversion / Rep.
• Cross-sell : % FO enabled, MF SIP starts, IPO applications.
• CRM Hygiene : tasks overdue, reason-coded losses, stage-ageing.

Requirements

This job was posted by Mamta Naagar from Rupeezy.

Skills Required

Salesforce, Tableau, Hubspot, Crm, Email, Spreadsheets