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Inbound Sales Executive

Ocean Finvest

2 - 5 years

Ahmedabad

Posted: 10/01/2026

Getting a referral is 5x more effective than applying directly

Job Description

AtinXits ,weareredefininghowfinancialproductsarediscovered,understood,andboughtonline.Withstrongtractionfromsocialmediamarketing,YouTubecontent,andWhatsAppcommunities ,werenowexpandingourInboundSalesTeam .


  • Thisisnotcoldcalling .
  • Youllbeengagingwithwarmleads whoalreadyknowusandwanttoconnect.


Youwillbethefirstpointofhumanconnection forprospectsreachingoutthroughourdigitalplatforms.Yourroleistounderstandtheirneeds,explainourofferingsclearly,andconvertinterestintolong-termrelationships .


KeyResponsibilities

  • Respondtoinboundleadsgeneratedvia:
  • Socialmediaplatforms
  • YouTubechannel
  • WhatsAppgroups&broadcasts
  • Engagewithprospectsthroughcalls,WhatsApp,andonlinemeetings
  • Understandclientrequirementsandrecommendsuitablefinancialproducts
  • Explainproductfeatures,benefits,andprocessesinsimpleterms
  • Shareupdatesonnewproducts,offers,andinsights
  • Followupsystematicallyandclosesalesdigitally
  • MaintainleadstatusinCRM/trackingsystems
  • Collaboratewithmarketingandproductteamsforfeedbackandimprovements


IdealCandidateProfile

  • Experienceinsales/relationshipmanagement/insidesales(financepreferred)
  • Strongcommunication&listeningskills
  • Comfortablesellingdigitallyandremotely
  • Abilitytobuildtrustquicklywithprospects
  • Self-driven,disciplined,andfollow-uporiented
  • FamiliarwithWhatsApp,socialmedia,andbasicCRMtools


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