Associate - Inside Sales

Company Description

Equalifi is a globally recognized education and membership organization dedicated to the advancement of finance professionals. Focused on enhancing training infrastructure in the financial services sector, Equalifi promotes industry involvement and offers state-of-the-art international certification and executive education programs. With a pragmatic curriculum, these programs combine advanced knowledge, practical insights, and the latest developments in the financial industry. Collaborating with key stakeholders such as government bodies, regulators, and corporations, Equalifi aims to foster professionalism, promote best practices, and establish itself as a global hub for financial education and leadership development.

Job Summary

Equalifi is seeking motivated and results-driven Inside Sales Associates to join our dynamic sales team. The ideal candidate will play a crucial role in generating and qualifying leads, nurturing relationships with prospects, and driving new business opportunities within the wealth management and alternative investments ecosystem. This role involves proactive outreach, follow-up on inbound inquiries, virtual product demonstrations, and effective collaboration with the wider sales and marketing teams to meet or exceed sales targets.

Key Responsibilities

• Generate and qualify leads through outbound calls, emails, and digital outreach aligned with sales strategies.
• Respond promptly and professionally to inbound inquiries, turning interest into qualified sales opportunities.
• Conduct virtual meetings and product presentations tailored to client needs in wealth management and alternative assets.
• Understand customer requirements and present suitable solutions from Equalifi’s portfolio of services.
• Maintain accurate and up-to-date records of all sales activities, interactions, and pipeline status within the CRM system.
• Collaborate with account executives, marketing, and client success teams to optimize sales funnel and customer experience.
• Meet or exceed monthly and quarterly sales activity and revenue targets.
• Stay informed about industry trends, competitive landscape, and Equalifi product updates to effectively position offerings.

Qualifications

CTC :

INR 3-5 Lakhs+ Variable

Preferred Attributes

To apply, please mail your CV to careers@equalifi.org