B2C Sales Executive

B2C Sales Executive

Company: Green Sigma Consultancy Pvt. Ltd.

Product: Sigma Scanner

Location: Anna Nagar, Chennai

Employment Type: Full-time, Work from Office

Experience: Minimum 2 years in B2C sales

Department: Sales

Reporting To: Sales Head / Chief Revenue Officer

About Green Sigma

Green Sigma is a growing WealthTech company focused on helping retail investors adopt disciplined, rule-based and data-driven investing.

Our flagship platform, Sigma Scanner, allows investors to screen and score stocks, create personalised investment strategies, backtest portfolios using historical market data, and manage their portfolios systematically.

Our vision is to empower retail investors to “Be Your Own Fund Manager” by helping them move away from stock tips, market noise and emotional decision-making.

Role Overview

We are looking for an experienced and target-driven B2C Sales Executive to sell Sigma Scanner directly to retail investors.

The candidate will handle warm inbound leads generated through webinars, digital advertisements, website enquiries, interviews, social media campaigns and customer referrals.

The role involves understanding each prospect’s investment requirements, explaining Sigma Scanner, conducting product demonstrations, handling objections, following up consistently and converting qualified prospects into paying customers.

This is an inside-sales and consultative B2C sales role. The candidate will not be responsible for providing investment advice, stock recommendations or return guarantees.

Key ResponsibilitiesB2C Lead Management

• Contact inbound leads generated through webinars, advertisements, website enquiries, social media and referrals.
• Respond quickly to new enquiries through telephone, WhatsApp and email.
• Understand the prospect’s investing experience, current investment approach, challenges, capital range and expectations.
• Identify high-intent prospects and prioritise follow-ups accordingly.
• Update lead status, conversation notes and follow-up dates accurately in the CRM.
• Ensure that qualified leads are not lost because of delayed or insufficient follow-up.
• Manage outbound leads

Product Demonstrations

• Conduct product demonstrations through telephone, Zoom or Google Meet.
• Explain Sigma Scanner features clearly to retail investors.
• Demonstrate stock screening, scoring, backtesting, portfolio creation and rebalancing features.
• Connect the prospect’s requirements with the relevant features of the platform.
• Explain technical and investment-related concepts in simple language.
• Encourage prospects to make informed purchase decisions without using pressure-based selling.

Sales Conversion

• Convert qualified prospects into paid Sigma Scanner subscribers.
• Explain subscription plans, payment options, onboarding support and platform access.
• Handle objections related to pricing, product complexity, backtested performance, time requirements and existing investment methods.
• Follow up consistently through calls, WhatsApp, email and scheduled demonstrations.
• Achieve weekly and monthly conversion and revenue targets.
• Maintain an active sales pipeline and focus on timely closures.

Webinar Lead Conversion

• Follow up with webinar registrants, attendees and high-intent participants.
• Contact interested prospects immediately after webinars.
• Reconnect with webinar registrants who did not attend.
• Identify prospects who require a live demo, recorded demo or additional product explanation.
• Coordinate with the marketing team and provide feedback about lead quality, objections and customer expectations.

CRM and Reporting

• Record all customer conversations and follow-up activities in the CRM.
• Maintain accurate lead stages and expected closure dates.
• Submit daily and weekly sales activity reports.
• Track calls, demonstrations, follow-ups, conversions and revenue.
• Provide a realistic monthly sales forecast to the sales manager.
• Highlight common reasons for lost sales and suggest improvements.

Customer Handover

• Ensure a smooth handover of newly converted customers to the onboarding and customer-success teams.
• Document the customer’s investment experience, expectations and primary use case.
• Clearly explain the next steps after payment.
• Avoid creating unrealistic expectations during the sales process.
• Coordinate with the support team when product-related concerns affect conversion.

Compliance and Ethical Selling

• Follow company-approved sales scripts and communication guidelines.
• Do not provide personalised investment advice or stock recommendations.
• Do not guarantee profits, returns, CAGR or future performance.
• Clearly explain that backtested results do not guarantee future returns.
• Avoid using misleading claims or high-pressure sales practices.
• Maintain professional, transparent and ethical communication with every prospect.

Candidate Requirements

• Minimum 3 years of B2C sales experience.
• Experience in inside sales, telesales, consultative sales or direct consumer sales.
• Strong communication skills in Tamil and English.
• Proven experience in handling sales targets and customer follow-ups.
• Ability to understand and explain technology-based or financial products.
• Strong objection-handling, negotiation and closing skills.
• Experience using CRM software, spreadsheets, WhatsApp and online meeting tools.
• Ability to speak confidently with retail investors, salaried professionals, business owners and experienced market participants.
• Willingness to work from the Anna Nagar office.
• Strong ownership, discipline and follow-up consistency.

Preferred Experience

Candidates with experience in any of the following industries will be preferred:

• FinTech
• WealthTech
• Stockbroking
• Financial services
• Investment education
• SaaS
• EdTech
• Banking
• Insurance
• Subscription-based products

Preference will be given to candidates who have:

• Sold products or services priced between ₹10,000 and ₹25,000.
• Converted leads generated through webinars or digital marketing campaigns.
• Conducted online product demonstrations.
• Worked with retail investors or financially aware consumers.
• Basic knowledge of stocks, mutual funds, ETFs or portfolio management.

Investment-market knowledge is preferred but not mandatory. Product and domain training will be provided.

Key Performance Indicators

The B2C Sales Executive’s performance will be measured based on:

• Lead response time
• Number of calls completed
• Meaningful customer conversations
• Product demonstrations conducted
• Webinar lead follow-up rate
• Demo-to-sale conversion rate
• Lead-to-sale conversion rate
• Monthly revenue achieved
• Number of successful subscriptions
• Follow-up consistency
• CRM accuracy
• Sales pipeline quality
• Customer handover quality
• Compliance with sales guidelines

Ideal Candidate Profile

We are looking for someone who:

• Has a strong interest in B2C sales and customer interaction.
• Is comfortable speaking with different types of retail investors.
• Can explain a technical product in simple and convincing language.
• Is disciplined with follow-ups and does not stop after one or two attempts.
• Can sell through consultation and education rather than pressure.
• Takes ownership of monthly targets and closures.
• Is comfortable working in a fast-growing startup environment.
• Has an interest in investing, stock markets or financial technology.
• Values ethical selling and long-term customer relationships.

What We Offer

• Warm inbound leads generated through company marketing activities.
• Structured product, investment-domain and sales training.
• Fixed salary with attractive performance incentives.
• Opportunity to sell an innovative WealthTech product.
• Direct exposure to leadership, marketing and product teams.
• Performance-based career growth opportunities.
• Supportive and fast-growing startup environment.
• Opportunity to build a long-term career in FinTech and WealthTech sales.

Compensation

Fixed Salary: Based on experience, current salary and interview performance.

Incentives: Attractive monthly incentives based on individual conversions and revenue performance.

Application Details

Candidates should share the following information while applying:

• Updated résumé
• Total B2C sales experience
• Current company and designation
• Current salary
• Expected salary
• Notice period
• Current location
• Industries previously worked in
• Experience selling financial, SaaS or subscription-based products
• Languages spoken