Sales Executive - Lead Conversion - Paytm Money
paytm· Paytm Money
About this role
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.
Frequently Asked Questions
Is the salary disclosed for the Sales Executive - Lead Conversion - Paytm Money position at paytm?
The salary for this Sales Executive - Lead Conversion - Paytm Money role at paytm is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Sales Executive - Lead Conversion - Paytm Money position at paytm located?
This Sales Executive - Lead Conversion - Paytm Money role at paytm is based in Mumbai, Maharashtra. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Sales Executive - Lead Conversion - Paytm Money role at paytm full-time or part-time?
This is listed as a On roll position. It is posted as a Sales Executive - Lead Conversion - Paytm Money role in the Paytm Money department at paytm.
Which team or department does the Sales Executive - Lead Conversion - Paytm Money at paytm belong to?
This Sales Executive - Lead Conversion - Paytm Money position is part of the Paytm Money department at paytm. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Sales Executive - Lead Conversion - Paytm Money position at paytm?
Click the "Apply Now" button on this page. You will be redirected to paytm's official application portal hosted on lever where you can submit your application directly.
When was the Sales Executive - Lead Conversion - Paytm Money job at paytm posted?
This Sales Executive - Lead Conversion - Paytm Money position at paytm was posted on Jul 2, 2026. Apply as soon as possible — early applications are often reviewed first.
Sales Executive - Lead Conversion - Paytm Money
paytm
You'll be redirected to paytm's official application page on Lever.