About Affluense
Affluense is an AI-powered HNI intelligence and prospecting platform built for India’s wealth management and BFSI sector. We pull together 150+ data sources across 10M+ HNI profiles. With that data, private banks, wealth managers and brokerages find, profile and reach the right clients faster.
We work with 20+ enterprise wealth and BFSI firms. We’re backed by Zeropearl VC, Kunal Shah (CRED) and Pravin Jadhav (Dhan). We’re a small team, so you’ll work directly with the founders and see your impact on revenue every week.
What you’ll do
You’ll own the top of our sales funnel. That means reaching CXOs, business heads and senior RMs at wealth and BFSI firms, starting conversations and booking qualified meetings for our sales team.
Multi-channel outbound
- Run outbound sequences across calls, email and LinkedIn using our outbound tools and CRM
- Build and verify prospect lists using the Affluense platform and other data tools
- Keep the CRM accurate: every call, note and next step logged by the end of the day
Strategy
- Track what works, including openers, segments, times of day and channels, and suggest changes based on the data
- Write and test call scripts, email copy and LinkedIn messaging with the founders
- Share what you hear from the market (objections, competitor mentions, buying signals) with the product and sales teams
Calling
- Run focused calling blocks every day, about 3.5–4 hours on the phone
- Open conversations with senior decision-makers, handle objections and book meetings
- Follow up the same day by WhatsApp and email with everyone you connect with
Must-haves
- Prior SDR experience: at least 6 months as an SDR, BDR or inside sales rep, full-time or as an intern, doing outbound in a B2B setting
- Excellent communication: confident, clear spoken English, and comfortable talking to senior leaders. Hindi is a plus.
- Hands-on with outbound tools: you’ve used at least two of these: a CRM (HubSpot, Zoho, Salesforce or similar), a sequencing tool (Apollo, Lemlist, Instantly or similar), LinkedIn Sales Navigator, a call tracker or dialer
- Comfortable with high call volume: you enjoy cold calling and can sustain 150+ dials a day
- Strategic thinking: you can look at your own numbers, tell what’s working and change your approach without being told
Good to have
- Experience prospecting into wealth management, private banking, broking, asset management or other BFSI firms
- SDR experience at a company that sells data or intelligence to financial firms, such as Tracxn, PrivateCircle or similar
- Knowledge of the Indian wealth ecosystem: PMS, AIFs, family offices, MFDs and RIAs
- Experience setting up or improving an outbound process, not just running one
- Comfort with spreadsheets, enough to analyse your own funnel
