About Us

Tap Invest is on a mission to make financial freedom accessible to all. Since 2021, we've dedicated ourselves to the mission of "Financial Freedom for All" breaking new ground in investment accessibility.

Our focus lies in offering alternative fixed-income products to retail and HNI investors, moving beyond traditional investments to offer diverse, stable, and reliable options. We simplify the complexities of finance, making it easy and confidence-inspiring for anyone to build a secure financial future.

Know more

Website - https://tapinvest.in/

Team - https://tapinvest.in/about

The Team

At Tap Invest, we are revolutionising the financial sector by blending innovative technology with exceptional user experience. Focused on both individual investors and business clients, we manage over 150 Crore in investments and have fostered relationships with over 12,500 investors and 75 businesses. Excelling in providing both engaging investment platforms for retail investors and efficient credit solutions for businesses, we are a driving force in empowering financial growth and stability for our diverse clientele.

Investor Experience (IX)

The IX (Investor Experience) Team at Tap Invest pioneers a new era in retail investment, seamlessly blending technology with user-centric design to cater to a thriving community of over 12,000 investors. Handling over 150 Crore in investments, this team transcends traditional asset management by creating delightful and engaging experiences for every investor on the platform.

Business Experience (BX)

The Business Experience (BX) Team at Tap Invest is dedicated to providing swift and straightforward credit solutions to businesses. Consisting of specialists in sales, investments, operations, product, and engineering, this team is at the forefront of facilitating financial growth and stability. With partnerships established with over 75 businesses and raised over 150 Crore for them, the BX team exemplifies efficiency and expertise in financial support for businesses.

Job Summary:

We seek a skilled and driven Sales Manager who excels in a fast-paced sales environment. This individual will contribute to the attainment of lead acquisition and conversion goals by engaging in calls, collaborating with channel partners, and generating interest while qualifying prospects.

Responsibilities:

- Establishing connections with company CXOs through LinkedIn, understanding their needs, and initiating initial discussions with the Clients

- Chalking out the Sales Plans and ensure to overachieve the desired targets

- Conducting daily calls to follow up on generated leads, both inbound and outbound, to assess their qualification.

- Handling both inbound and outbound calls to evaluate lead qualifications.

- Comprehending client requirements and effectively presenting product offerings.

- Qualifying leads and forwarding them to the respective stakeholders.

Requirements :

- Demonstrated expertise in handling incoming and outgoing calls.

- 3 to 5 years of sales experience in the fintech sector, preferably in Lending, supply chain finance, working capital products, Trade Finance, etc.

- Proven track record in successful lead generation and achieving sales targets.

- B2B sales experience is essential.

- Fundamental knowledge of business banking and lending products.

- Proficient in managing a high volume of calls daily with a strong phone presence.

- Familiarity with CRM systems, such as Freshworks or equivalent.

- Exceptional verbal and written communication skills.

- Effective listening and presentation capabilities.

- Ability to multitask, prioritize, and efficiently manage time.

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