Sales Executive - Lead Conversion - Paytm Money

Role overview

Sales Executive - Lead Conversion - Paytm Money at Paytm

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

Required qualifications

• 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.
• Any Graduate
• 6 months to 3 years

Employment details

• 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.
• Location: Mumbai [Maharashtra]

About the employer

• Title: Sales Executive - Lead Conversion - Paytm Money
• 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.