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Inside Sales Manager

Univest

5 - 10 years

Gurugram

Posted: 05/03/2026

Getting a referral is 5x more effective than applying directly

Job Description

Key Responsibilities


1. Revenue & Business Growth

  • Own P&L and revenue targets across BFSI product lines (Advisory, MF, Commodities)
  • Design and execute scalable sales strategies across offline,
  • Drive ARPU growth, upsell, cross-sell, and subscription renewals


2. Sales Team Leadership & Scaling

  • Build and scale high-performing offline sales teams (advisors, team leads)
  • Define clear role structures, incentive plans, and performance metrics
  • Coach teams on consultative selling, financial product suitability, and ethical sales practices
  • Develop leadership pipelines for Team Leads/ Pod Heads

3. Regulatory & Compliance Alignment

  • Ensure all sales processes align with applicable regulations
  • Maintain strict adherence to compliant communication, disclosures, and sales pitches
  • Collaborate with Compliance, Risk, and Legal teams to mitigate mis-selling risks
  • Drive zero-tolerance culture towards unethical sales practices


4. Customer Experience & Trust

  • Champion customer-first, advisory-driven selling over transactional sales
  • Improve conversion while minimizing refunds, complaints, and escalations


5. Process, Data & Technology

  • Own CRM, lead routing, attribution, and sales automation frameworks
  • Leverage data analytics to optimize funnels, pricing, and conversion rates
  • Partner with Product and Tech teams to improve advisor tools and customer experience
  • Implement scalable onboarding, training, and certification programs


6. Reporting & Strategic Governance

  • Review daily, weekly, and monthly revenue dashboards
  • Present forecasts, growth plans, and risk assessments to senior leadership
  • Drive disciplined execution through SOPs, audits, and review mechanisms


Key Skills & Competencies

  • Proven experience in scaling sales in fintech, broking, wealth tech, or NBFC environments
  • Data-driven leader with strong execution and people management skills
  • High integrity, customer empathy, and long-term business mindset


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