Conduct consultative one-on-one consultations with inbound leads via phone/video; understand client needs, educate and recommend solutions, manage CRM records and sales pipeline, collaborate with internal teams, follow up proactively, and share customer insights to improve products and experience.
This role is for one of the Weekday's clients
Salary range: Rs 600000 - Rs 1500000 (ie INR 6-15 LPA)
Experience: 2+ yrs
Location: Remote (India)
Job Type: full-time
We are seeking a customer-focused Advisor to guide prospective clients through important planning decisions with empathy, clarity, and professionalism. This is a consultative role where you will engage with inbound leads, understand their unique needs, educate them on available solutions, and help them make informed choices. Rather than hard selling, the focus is on building trust, providing expert guidance, and delivering an exceptional customer experience throughout the decision-making journey.
RequirementsKey Responsibilities
- Conduct one-on-one consultations via phone or video calls to understand client needs, goals, and concerns.
- Educate clients by simplifying complex concepts and providing clear, easy-to-understand guidance.
- Recommend suitable solutions based on individual requirements and circumstances.
- Build trust through personalized interactions, proactive follow-ups, and responsive communication.
- Address customer queries through calls, emails, and messaging platforms while ensuring a seamless experience.
- Maintain detailed records of client interactions, opportunity stages, and customer feedback within the CRM system.
- Collaborate closely with internal teams to ensure smooth handovers and efficient service delivery.
- Share customer insights and feedback to support improvements across product, operations, and customer experience functions.
- Stay updated on industry developments, regulations, and service offerings to provide accurate and relevant advice.
- Consistently manage and nurture the sales pipeline while maintaining high service standards.
- 2–6 years of experience in consultative sales, advisory services, customer engagement, counseling, or relationship management roles.
- Strong ability to build trust and influence decisions through education rather than aggressive selling.
- Excellent verbal and written communication skills in English and at least one Indian language.
- Exceptional listening, problem-solving, and relationship-building abilities.
- Comfortable explaining complex financial, legal, or technical concepts in a simple and relatable manner.
- Proficiency with CRM platforms, virtual meeting tools, and productivity applications.
- Customer-centric mindset with a high degree of empathy, integrity, and professionalism.
- Strong organizational skills with the ability to manage multiple client conversations and opportunities simultaneously.
- Self-motivated, detail-oriented, and driven to achieve targets while maintaining an outstanding customer experience.
Similar Jobs
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Lead AI/ML engineering vision and roadmap for healthcare and life sciences. Oversee multiple client engagements, design and deploy scalable production-grade AI solutions (ML, NLP, deep learning, computer vision, LLMs), ensure regulatory readiness, responsible AI practices, and drive adoption and value realization while managing executive client relationships and expanding AI adoption.
Top Skills:
AWSAzureCloud-Native ServicesComputer VisionDeep LearningGCPGenerative AiLlmsMlopsNlpNluPythonPyTorchScikit-LearnSparkSpeech AiSQLTensorFlow
Security • Cybersecurity
Lead end-to-end data science initiatives to design, build, deploy, monitor, and optimize security-focused AI systems. Develop ML models, LLM fine-tuning, AI agents, and partner with product, engineering, and security teams while mentoring others.
Top Skills:
Generative AiGraphragLlmNeo4JNumpyPandasPythonPyTorchRagScikit-LearnSemantic SearchTensorFlowVector Databases
Big Data • Cloud • Software • Database
The Staff Engineer will design and implement a platform for the Application Modernisation, focusing on distributed systems and infrastructure, mentoring engineers, and ensuring security compliance.
Top Skills:
Api GatewaysContainerizationOrchestrationPersistent Storage SolutionsSoftware Development
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.



