Sales Development Representative

<p dir="ltr" style="line-height:1.38;text-align:center;margin-top:0pt;margin-bottom:0pt;"><span style="background-color:transparent;color:rgb(0,0,0);font-family:'Times New Roman';font-size:14pt;font-weight:700;white-space:pre-wrap;">About Company:</span></p><p><b style="font-weight:normal;"><br /></b></p><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Scripbox is a leading wealth management company with over 14 years of expertise and more than ₹23,000 crore in assets under management (AUM). We offer a comprehensive suite of wealth management solutions, including Mutual Fund Services (MFS), Registered Investment Advisor (RIA), and Portfolio Management Services (PMS), helping clients achieve their long-term financial goals.</span></p><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">As part of our growth journey, Scripbox has successfully acquired and integrated 10 companies since 2021, expanding our presence across eight office locations. Backed by Series D funding, we continue to scale rapidly, strengthen our wealth management capabilities, and deliver innovative, client-centric investment solutions across India.</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><hr /><p></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Role Overview:</span></p><p><b style="font-weight:normal;"><br /></b></p><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:8pt;"><font color="#000000" face="Arial, sans-serif"><span style="font-size:14pt;font-family:'Times New Roman';">As an SDR in the Acquisition team, you will be responsible for engaging Marketing </span></font><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">Qualified Leads (MQLs) and moving them toward a booked consultation with the right </span><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">financial expert. This role blends structured prospecting, consultative discovery at a </span><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">high level, objection handling, and disciplined follow-up, and is designed as a </span><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">launchpad into client-facing advisory roles over time. </span><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">You will own the first conversation and early funnel movement, ensuring prospects are </span><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">engaged, qualified for fit, and handed off with context so the expert can run a personalized </span><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">meeting.</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><hr /><p></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Key Responsibilities:</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;"><br /></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="background-color:transparent;vertical-align:baseline;"><font color="#000000" face="Arial, sans-serif"><span style="font-size:14pt;font-family:'Times New Roman';">Lead Engagement & Qualification ● Connect with inbound MQLs via phone and respond to callback requests promptly. ● Understand the prospect’s goals, investment intent, and overall context to assess fit for an advisory consultation. ● Ask high-level discovery questions to identify needs, readiness, and priority, without getting into detailed advisory. ● Handle common objections (timing, trust, fees, “already have an advisor”) with empathy and consultative communication. Follow-ups, Pipeline Discipline & CRM Hygiene ● Maintain strong follow-up discipline across active leads through reminders and planned callbacks. ● Update CRM accurately with outcomes, notes, dispositions, and next steps for every interaction. ● Flag unreachable/invalid leads, duplicates, and low-quality entries using defined tags and processes. Meeting Booking & Handoffs ● Book consultations between qualified prospects and the appropriate financial expert based on fit. ● Create clear, high-quality handoff notes covering: prospect goals, urgency, high-level financial context, key concerns, and objections raised. ● Coordinate confirmations/reschedules to improve attendance and reduce drop-offs. Compliance & Customer Experience (Financial Services Context) ● Follow consent/DND and internal compliance guidelines for customer communication. ● Use approved communication templates and maintain a professional, trustworthy client experience. Success Metrics (KPIs) ● Speed and consistency of lead engagement and follow-ups ● Qualified meetings booked and meeting show rate ● Quality of handoffs (completeness/clarity of context shared) ● CRM hygiene and lead disposition accuracy</span></font></span></p><p><b style="font-weight:normal;"><br /></b></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><hr /><p></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Qualification:</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;"><br /></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="background-color:transparent;vertical-align:baseline;"><font color="#000000" face="Arial, sans-serif"><span style="font-size:14pt;font-family:'Times New Roman';">● 2–4 years of experience in financial services sales/client engagement with direct exposure to at least one of: ○ MFD (Mutual Fund Distribution) / wealth advisory sales ○ RIA (Registered Investment Advisor) setup (advisory conversations, planning-led pitch) ○ PMS (Portfolio Management Services) / HNI wealth product sales ● Prior experience handling investment conversations (goal-based investing, risk profiling, portfolio discussions) and converting leads into advisor consultations/meetings ● Bachelor’s degree in any discipline (Commerce/BBA/Engineering preferred)</span></font></span></p><p><b style="font-weight:normal;"><br /></b></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><hr /><p></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Skills:</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;"><br /></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="background-color:transparent;vertical-align:baseline;"><font color="#000000" face="Arial, sans-serif"><span style="font-size:14pt;font-family:'Times New Roman';">● Strong phone-based selling and consultative discovery skills (needs analysis, goal profiling, suitability mindset) ● Ability to speak confidently about investment concepts and products (mutual funds, advisory vs distribution, PMS basics) in a simple, client-friendly way ● Excellent verbal and written communication; comfortable with WhatsApp/email follow-ups and structured note-writing ● Strong objection handling with high empathy and trust-building (especially for high-consideration financial decisions) ● High ownership and follow-up discipline (callbacks, attempt depth, SLA adherence) ● Strong CRM hygiene and data discipline (accurate dispositions, notes, next steps); comfortable with sales tools/workflows</span></font></span></p><p><b style="font-weight:normal;"><br /></b></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><hr /><p><b style="font-weight:normal;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Certifications:</span></b></p><p><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">NISM (Mutual Fund / Investment Adviser / PMS) or equivalent </span><span style="font-size:14pt;color:rgb(0,0,0);font-family:'Times New Roman';">(preferred, not mandatory)</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><hr /><p></p><p><span style="background-color:transparent;color:rgb(0,0,0);font-family:'Times New Roman';font-size:14pt;font-weight:700;white-space:pre-wrap;">What We Offer :</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;"><br /></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;"></span></p><ol style="margin-top:0;margin-bottom:0;"><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Competitive salary with comprehensive benefits, including NPS, gratuity, and performance-based rewards that recognize your skills and contributions.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Performance-based variable pay and incentive programs (role-based), along with additional function-specific benefits where applicable.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Flexible work policies that support work-life balance while enabling collaboration and productivity.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Annual learning and development allowance to support your professional growth, continuous learning, and upskilling.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Clear career progression opportunities with exposure to challenging, high-impact work in a collaborative, inclusive, and innovation-driven environment.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:14pt;font-family:'Times New Roman';color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Comprehensive health benefits.</span></p></li></ol>