Sales Executive - Lead Conversion - Paytm Money

Job description

**Title:** Sr. Manager/DGM - Sales Manager **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. 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 **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 beWith 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. [**Compensation**](http://story.Compensation)**:** We offer competitive compensation reflecting your contribution. If you are the right fit, we believe in creating wealth for you. If you're ready to join Paytm as Sales Executive, **apply now** and be part of our **success story**.