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Sales Conversion Specialist -Rajkot(Wealth-finance)

Sales Conversion Specialist -Rajkot(Wealth-finance)

OMONEY CAPITALAmravati, 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

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