Sales Executive - Lead Conversion - Paytm Money
Core
Drive lead conversion and trader activation for Paytm Money's F&O (Futures & Options) trading platform by executing outbound calls to resolve onboarding issues and re-engage dormant accounts.
Role type
Inside sales executive (lead conversion & trader re-engagement)
Builds
Paytm Money trading platform user base and active trading volume
Domain
WealthTech / Stockbroking / BFSI
Deliverable
client delivery
Required skills
Outbound calling, F&O trading concepts, margin mechanics, order execution troubleshooting, KYC/bank documentation handling, MS Excel/Google Sheets
Preferred skills
Experience in inside sales, outbound calling, or customer conversion within Stockbroking, WealthTech, or BFSI
Responsibilities
Resolve F&O segment activation issues and guide clients through bank proof verification, troubleshoot payment gateway and fund transfer failures, encourage initial order execution for accounts with active F&O access, re-engage previously active F&O traders who have dropped off, maintain daily calling discipline and manage lead queues, record client responses and feedback in spreadsheets
Seniority
Junior to Mid-level, hands-on IC