Sales Associate (Cold Calling / Outbound Sales)

About the Role

Desvelado Advisory is a SEBI-Registered Research Analyst offering prop quant research with a fundamental equity overlay. They sell a research subscription priced on portfolio size, not returns. This is an outbound-first Sales Associate role where cold calling is the core. The role requires credibility-led selling, not tip-selling, and the ability to hold both a price and a strict compliance line to close deals.

Key Responsibilities

• Make high-volume outbound cold and warm calls daily using approved, recorded, DLT-compliant scripts.
• Open cold prospects, qualify, and convert them.
• Convert inbound and qualified leads into paying subscribers.
• Hit daily call and monthly conversion/activation targets.
• Qualify prospects, share approved educational material, present tiers, and send fee schedule + agreement.
• Guide clients through compliant onboarding, including KYC, e-sign, payment (with GST invoice), and collection of accreditation documents where required.
• Identify accredited/entity prospects and warm them for the private desk.
• Maintain spotless CRM hygiene with a complete, recorded interaction history from first contact.
• Use only approved scripts and DLT-registered templates.
• Escalate anything uncertain to Compliance before it is shared.

Requirements & Tech Stack

• Expert cold caller with proven high-volume outbound calling experience.
• Rejection-resilient, able to control and open a call without over-promising.
• Persuasive without over-promising; comfortable explaining money concepts simply.
• Fluent spoken and written English and Hindi.
• Strong, professional phone presence.
• Organized, CRM-disciplined, coachable, and compliance-minded.
• Familiarity with Zerodha Kite, dialer tools, or a CRM (HubSpot/Zoho/LeadSquared) is a plus.

Qualifications

• Graduate (any field); finance/commerce preferred.
• 0–3 years in cold calling / telesales / inside sales / client-facing roles.
• Fintech, broking, wealth, or SaaS experience is a plus.
• Strong fresh graduates with real calling ability are welcome.
• NISM Series XV / V-A or willingness to certify after joining is preferred.

Compensation

• Fixed base + variable on net new retained, compliant revenue (with vesting and clawback).
• No variable is ever tied to returns or performance promises.

Location: Netaji Subhash Place, Pitampura, New Delhi (on-site)

Type: Full-time