The Role
Lead customer activation and conversion for Paytm Money by managing and mentoring calling teams, optimizing calling processes and customer journeys, monitoring KPIs and MIS, collaborating cross-functionally, and driving continuous improvement in conversion and engagement.
Summary Generated by Built In
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.
Skills Required
- Minimum 5 years of Sales experience
- Stock broking industry experience
- Experience managing and mentoring calling or sales teams
- Strong communication and convincing skills
- Customer-centric approach with problem-solving mindset
- Ability to handle high-volume lead follow-ups efficiently
- High ownership mindset with strong execution capabilities
- Any Graduate (education)
- Basic understanding of financial products, customer onboarding, and digital engagement processes
- Familiarity with CRM tools
- Proficiency in Excel
- Prior experience in sales, telesales, fintech, or broking domain
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The Company
What We Do
Paytm started the Digital Revolution in India. And we went on to become India’s leading Payments App. Today, more than 20 Million merchants & businesses are powered by Paytm to Accept Payments digitally. This is because more than 300 million Indians use Paytm to Pay at their stores. And that’s not all, Paytm App is used to Pay bills, do Recharges, Send money to friends & family, Book movies & travel tickets. With innovations to Financial services & products in pipeline, this is but one of the milestones achieved towards our mission – to bring 500 million unserved and underserved Indians to the mainstream economy.
