Sales Conversion Specialist -Rajkot(Wealth-finance)

Job description

Location :  Rajkot, Gujarat (In-Office)

Experience :  6 to 24 Months

Salary :   2.25 To 3.5 Lakhs Per Annum  (Fixed) + High Performance Incentives

Role Overview : Your Impact

You will act as a  trusted bridge  and the crucial link between our Sales Team and our  high-value clientele .

Your core mission is to provide  Trust and Support  to ensure that clients smoothly transition from our  educational Webinars  to a  personalized 1-on-1 Strategy Meeting  with our  Wealth Strategist (WC)  without hesitation.

Important Note :  This role is focused on  Support, Engagement, and Coordination , not high-pressure or cold-calling sales.

Working Hours & Reporting

• Working Days :  Monday to Saturday.
• Standard Hours :  9 : 00 AM to 6 : 00 PM.
• Adjusted Shifts :  Shifts will be adjusted (e.g., 12 : 00 PM to 9 : 00 PM) on pre-informed  Webinar Days  to cover evening sessions.
• Reporting To :  Wealth Strategist (WC).

Key Responsibilities

A. Client Engagement & Strategy Session Coordination (70% Focus)

B. Webinar & Program Support (30% Focus)

Desired Candidate Profile

Role : Customer Engagement

Industry Type :

Financial Services (Broking)

Department :

Sales & Business Development

Employment Type : Full Time, Permanent

Role Category :

Sales Support & Operations