3mo ago

Sales Executive - Lead Conversion - Paytm Money

India·MumbaiOn-rollmid

SalesOtherAccount ExecutiveSales Executive

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Quick Summary

Key Responsibilities

Lead Conversion & Issue Resolution: ● Reach out to leads encountering F&O segment activation issues and assist them in completing the setup.

Requirements Summary

● Connect with accounts that have active F&O access but zero trades to encourage initial order execution. ● Reach out to previously active F&O traders who have dropped off, record their feedback,

Technical Tools

SalesOtherAccount ExecutiveSales Executive

Title: Sales Executive - Lead Conversion - Paytm Money

About Us: Paytm is India's leading digital payments and financial services company. Our platform offers a wide range of payment solutions to consumers and merchants, including utility payments, money transfers, and Paytm Payment Instruments (PPI) such as Paytm Wallet, Paytm UPI, and Paytm Payments Bank Net-Banking & Wealth tech and Investing Platform. We also provide merchant services, advertising, and a Mini app store. With a focus on growth and engagement, we leverage data science to drive sustainable success. We offer credit services sourced from financial partners to further support merchants.

About the Role: We are seeking a high-energy, disciplined Sales Executive to drive lead conversion and trader activation. In this role, you will execute daily outbound calling workflows, assist clients in resolving account drop-off friction, and reactivate trading activity. You will work within established operational guidelines to ensure smooth onboarding, high daily productivity, and accurate performance reporting.

Responsibilities :

Lead Conversion & Issue Resolution:

● Reach out to leads encountering F&O segment activation issues and assist them in completing the setup.

● Guide clients through bank proof verification procedures to resolve document rejections.

● Help clients troubleshoot payment gateway and fund transfer failures to successfully capitalize their accounts.

● Assist users in understanding order placement errors, margin requirements, and execution rejections. Trader Activation & Re-Engagement:

● Connect with accounts that have active F&O access but zero trades to encourage initial order execution.

● Reach out to previously active F&O traders who have dropped off, record their feedback, and re-engage them on the platform. Operations & Daily Reporting:

● Maintain strict daily calling discipline and manage assigned lead queues efficiently.

● Record accurate client responses, drop-off reasons, and feedback in MS Excel / Google Sheets.

● Submit daily call reports, conversion counts, and pipeline status updates to leadership at the end of each shift. Expectations / Requirements

● Experience: Minimum 6 Months of experience in inside sales, outbound calling, or customer conversion within Stockbroking, WealthTech, or BFSI.

● Domain Knowledge: Good understanding of F&O (Futures & Options) trading, margin concepts, order execution mechanics, and basic KYC/bank documentation requirements.

● Work Ethic: Highly disciplined, target-oriented, and capable of maintaining consistent outbound activity levels daily.

● Communication: Clear, professional verbal communication and telephone etiquette.

● Reporting Skills: Basic to intermediate skills in MS Excel or Google Sheets for daily data entry, logging call outcomes, and activity tracking.

Education: Any Graduate

Experience : 6 months to 3 years

Location: Mumbai (Andheri)

Why join us: We give immense opportunities to make a difference and have a great time doing that. You are challenged and encouraged here to do meaning work for yourself and customers/clients We are successful, and our successes are rooted in our people's collective energy and unwavering focus on the customer, and that's how it will always be. With over 500 million+ registered users, 35 million+ merchants, and a wealth of data in our ecosystem, we are uniquely positioned to democratize credit and shape India's largest digital lending and payments story.