Inside Sales Representative

Company Description

Stack Wealth is a leading digital wealth management solution provider in Bengaluru, offering exclusive investment offerings and personalized financial planning services. With a team of experts in finance, AI specialists, data scientists, engineers, designers, and investment advisors, Stack Wealth manages over 10,000 Cr in assets for over 10+ lac investors. Our innovative approach combines cutting-edge tech with high-end investing expertise to help savvy investors build wealth and grow their net worth.

Role Description

This is a full-time on-site role for an Inside Sales Representative at Stack Wealth in Bengaluru. The Inside Sales Representative will be responsible for customer satisfaction, lead generation, account management, and providing exceptional customer service. Daily tasks include proactive outreach to potential clients, managing client accounts, and maximizing customer engagement and retention.

Qualifications

• Inside Sales, Lead Generation, and Account Management skills
• Customer Satisfaction and Customer Service expertise
• Strong communication and interpersonal skills
• Ability to build and maintain client relationships
• Experience in the financial services industry is a plus
• Bachelor's degree in Business, Finance, or related field

Develop strong relationships with prospects and clients to understand their requirements and provide tailored solutions. Proactively follow up with leads, moving them through the sales pipeline and managing objections effectively.

• Maintain a high level of professionalism and responsiveness to build trust and credibility with clients.