Talent.com
No longer accepting applications
Sales Conversion Specialist -Rajkot(Wealth-finance)

Sales Conversion Specialist -Rajkot(Wealth-finance)

OMONEY CAPITALAligarh, IN
1 day ago
Job description

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)

  • Webinar Follow-up (Attendees) :  Immediately call webinar attendees to gather feedback, resolve preliminary doubts, and  guide  them to book a  complimentary strategy meeting slot  with the WC or the Senior Closer.
  • Webinar Follow-up (Non-Attendees) :  For registered leads who did not attend, first  educate  them about the value of the webinar recording. A sales pitch is only executed if the client shows clear interest after consuming the recording.
  • Doubt Resolution :  Handle minor client objections or questions directly over the phone to prepare them for the meeting or finalize the next steps without unnecessary escalation.
  • New Lead Contact :  Promptly contact all  inbound leads  that arrive manually via Social Media / WhatsApp and  educate  them about the value of attending the Upcoming Webinar.

    • B. Webinar & Program Support (30% Focus)

  • Webinar Coordination :  During live webinars, actively monitor and filter the Chat Box, relaying prioritized questions to the WC host.
  • Attendance Calls :  Execute pre-webinar reminder calls using the  WhatsApp API System  to ensure high attendance and provide final Joining Details to registered leads.
  • Admin Work :  Accurately record and update client data, manage the scheduling and allocation of all strategy meeting slots, and consolidate queries received via the CRM from all social media platforms.

    • Desired Candidate Profile

  • Experience :  6 to 24 months of  relevant work experience  is mandatory.
  • Industry Focus :  Proven experience in  Broking, Wealth Management,  or  Financial Services  is  strongly preferred .
  • Technical Skills :  Working knowledge of  CRM Systems  (e.g., Zoho),  WhatsApp API reminder systems , and  Webinar Attendee Data management  is essential.
  • Motivation :  A strong drive to achieve meeting Booking Targets and maximize  performance-based Incentives .
  • Skills :  Must possess excellent  Communication  and  Objection Handling  abilities.

    • Role : Customer Engagement

    Industry Type :

    Financial Services (Broking)

    Department :

    Sales & Business Development

    Employment Type : Full Time, Permanent

    Role Category :

    Sales Support & Operations

    Create a job alert for this search

    Sales Specialist • Aligarh, IN

    Related jobs
    • Promoted
    Partner Sales Executive-Uttar Pradesh-Central Zone(40 Open Positions)

    Partner Sales Executive-Uttar Pradesh-Central Zone(40 Open Positions)

    VorldX IndiaAligarh, IN
    Earnings Model : 15% revenue share on enterprise software sales .On-Field Job – Direct engagement with clients to maximize sales performance . As a Sales Executive, you will focus on enterprise SaaS ...Show moreLast updated: 3 days ago
    • Promoted
    Sales Associate

    Sales Associate

    Clerk-TechAligarh, IN
    Identify and generate new / existing business opportunities through outbound calls, emails, social outreach, and other lead-generation strategies. Qualify leads and convert them into active opportunit...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Performance Coach (Freelance / Contract)

    Sales Performance Coach (Freelance / Contract)

    JOB READY TrainersAligarh, IN
    Sales / Service / Support Trainers.Sales Performance Coaching Division.Objections, Discovery, Pitching, Negotiation.Customer Service / Contact Center coaching. Basic comfort with AI tools (we will t...Show moreLast updated: 6 days ago
    • Promoted
    Sales Officer- GT ( North Zone-2)

    Sales Officer- GT ( North Zone-2)

    Shalimar'sAligarh, IN
    The ideal candidate will be responsible for driving sales and market share growth for our product lines,.This role requires a strong understanding of the. FMCG sector, General Trade Sales skills.Mee...Show moreLast updated: 8 days ago
    • Promoted
    Mergers and Acquisitions Analyst

    Mergers and Acquisitions Analyst

    Rely Services®Aligarh, IN
    We are seeking an M&A Analyst to support investment evaluation, financial modeling, and deal execution.This role offers hands-on exposure to private equity–style transactions and is ideal for early...Show moreLast updated: 1 day ago
    • Promoted
    Investor Relations Associate

    Investor Relations Associate

    TalentojAligarh, IN
    Your job is to make our investors feel comfortable.You are responsible for giving them clarity.Proficient in any South Indian language. The desire to help customers with their problems.You have basi...Show moreLast updated: 15 days ago
    • Promoted
    Jr. Sales Counsellor

    Jr. Sales Counsellor

    The Language SKOOLAligarh, IN
    Salary : INR 20,000 – 40,000 per month (salary will vary as per experience).Experience : 2–5 years Shift timings : Slot 1 : 9 AM to 9 PM (with a few hours off in between or as per Business needs) Slot...Show moreLast updated: 11 days ago
    • Promoted
    Sales Associate

    Sales Associate

    TubehelperAligarh, IN
    Tubehelper is a Done-For-You Agency that helps Coaches, Consultants, Service Providers, and Agency Owners consistently get high-ticket clients through our proven client acquisition systems.We handl...Show moreLast updated: 1 day ago
    • Promoted
    Real Estate Sales Coach

    Real Estate Sales Coach

    Greenfields Real EstateAligarh, IN
    The ideal candidate will be responsible for finding prospective clients, understanding their criteria, and find living spaces that fit this criteria. You will then negotiate rent and drive our buyer...Show moreLast updated: 9 days ago
    • Promoted
    Ecommerce Specialist

    Ecommerce Specialist

    Career Launcheraligarh, uttar pradesh, in
    We are looking for a creative individual who is highly skilled in Artificial Intelligence, experienced as a top seller of books on major Indian e-commerce platforms (Amazon, Flipkart), and proficie...Show moreLast updated: 13 days ago
    • Promoted
    • New!
    Wealth Manager

    Wealth Manager

    fydaaAligarh, IN
    Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our client’s lives and financial well-being. We are looking for Qualified...Show moreLast updated: 6 hours ago
    • Promoted
    Country Head (Sales) - Global AI-Powered Tech Startup

    Country Head (Sales) - Global AI-Powered Tech Startup

    SkillsCapitalAligarh, IN
    We’re hiring multiple Country Heads (Sales) — one for each region (U.K, Australia and the Middle East) — to lead and own the sales, growth, and GTM execution for their assigned country or region.Al...Show moreLast updated: 30+ days ago
    • Promoted
    Compliance Specialist – Affordable Housing (LIHTC)

    Compliance Specialist – Affordable Housing (LIHTC)

    Castellan Real Estate PartnersAligarh, IN
    Compliance Specialist – Affordable Housing (LIHTC).Remote (Based in India, supporting California projects).Full-time | Must be available to work in Pacific Standard Time (PST) overlap hours.We are ...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Sales Associate

    Sales Associate

    Opal Diamond Tools CompanyAligarh, IN
    This is a full-time, on-site role based in Jodhpur for a Sales Associate at Opal Diamond Tools Company.The Sales Associate will handle day-to-day responsibilities including interacting with custome...Show moreLast updated: 16 hours ago
    • Promoted
    Co-Founder with Investment

    Co-Founder with Investment

    Aalekh AIAligarh, IN
    Cofounder (with Investment) – Aalekh.Equity + Investment-Based Role.Artificial Intelligence, Accounting SaaS, FinTech.Our AI-powered SaaS platform automates tasks like : . Client query answering via A...Show moreLast updated: 10 days ago
    • Promoted
    • New!
    Growth associate

    Growth associate

    TrackkAligarh, IN
    Creative Growth & Ads Strategist – Trackk (Mumbai | Full-time | In-office).Trackk is building India’s freshest, fastest stock trading platform designed for the 18–30 audience.We move fast, experime...Show moreLast updated: 6 hours ago
    • Promoted
    Anaplan Consultant with Pigment Model

    Anaplan Consultant with Pigment Model

    Rrootshell Technologiiss Pvt LtdAligarh, IN
    Hope you are doing well & Safe!.Greetings from Rrootshell Technologiiss.We are Hiring & URGENT Req for #Anaplan Consultant with Pigment Model Position. This is for FULL -TIME role and Remote Work Op...Show moreLast updated: 1 day ago
    • Promoted
    FOREX INVESTOR

    FOREX INVESTOR

    FOREX INVESTMENTAligarh, IN
    We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago