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BOBCAPS
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Lead Conversion & Customer Handling

Lead Conversion & Customer Handling

BOBCAPS

1 - 6 years

9 - 13 Lacs

Mumbai

Posted:4 hours ago| Platform:

Apply

Skills Required

Outbound Bengali Usage Demat equity derivatives Telesales Customer handling HTTP Stock market CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

Digital Business Development Managers (Off Roll)

Job Description /

Responsibilities

We are looking for motivated and customer-centric professionals to join our Online

Demat & Trading Sales Team. The candidate will be responsible for onboarding

customers for demat & trading accounts, and driving digital investment product

sales through inbound/outbound calls

Key Responsibilities:

Call & convert potential leads into active demat & trading account holders.

Guide customers through the online account opening process (KYC, IPV,

Promote investment products offered by the company.

Understand client needs and provide suitable plans over the calls.

Achieve daily/weekly/monthly targets for account openings, activations

Provide post-onboarding support including login help, fund transfer

guidance, and app demo.

Maintain accurate records of client interactions, follow-ups, and sales

updates in CRMs.

Job specific skills Applicants should have -

Online Demat & Trading Sales

Telesales / Inbound & Outbound Calling

Lead Conversion & Customer Handling

Financial Product Knowledge (Equity, Derivatives, Cash)

CRM usage & MIS Reporting

Communication & Follow-up Skills

Min 12th Pass from English Medium or Graduate (Any stream)

Minimum 1 Year of experience in telesales (Financial product sales

Knowledge of stock market, demat & trading account process is an added

Good communication skills (English & Hindi) Knowing regional language

Tamil, Telugu & Bengali is added advantage.

Comfortable using mobile trading apps & digital KYC platforms.

Strong customer service orientation and persuasion skills.

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Lead Conversion & Customer Handling