Associate-Inside Sales-Financial Services-Mumbai

About the Role:

We are looking for a dynamic and self-driven Inside Sales Executive to join our Financial Services practice. The ideal candidate will have a proven track record in lead generation, data mining, and client outreach. Strong communication and Excel skills are essential, as this role plays a key part in identifying and nurturing potential clients across the financial services ecosystem.

Position: Inside Sales Associate Financial Services

Location: Mumbai

Experience: 1+ years

Reporting to: Director Financial Services,

Key Responsibilities:

• Identify and generate leads via data mining, LinkedIn, industry platforms, and online tools
• Maintain and update lead databases with key decision-makers and influencers
• Support the Director and senior team members with pre-sales research and meeting coordination
• Conduct outbound email and call campaigns to schedule discovery meetings
• Maintain records of interactions and follow-ups using Excel and CRM tools
• Track market activity and competition to identify business development opportunities
• Assist in creating sales dashboards, client outreach trackers, and MIS reporting

Required Skills & Experience:

• Minimum 1 year of relevant experience in inside sales or business development
• Strong written and verbal communication skills
• Proficiency in Excel (data handling) and PowerPoint
• Ability to work independently and manage multiple lead funnels

Preferred:

• Exposure to the financial services or consulting domain
• Familiarity with LinkedIn, Lusha, Apollo, or similar tools