Lead- Telecalling, Digital Business

Pocketful; Delhi; On-site; INR 400,000 - 700,000; Full time

Job summary

Pocketful Fintech Capital Private Limited in Delhi seeks a Business Development Executive to drive franchise development and acquire new clients. You will manage an existing portfolio, upsell financial products such as mutual funds and insurance, and generate self-led leads for cross-selling opportunities.

The role requires 3–10 years of sales/marketing experience, strong communication, and IT skills, with the ability to handle multiple projects and stay organized in a fast-paced environment.

Qualifications

• 3–10 years of work experience in sales or marketing.
• Bachelor’s degree in business, marketing, or related field.
• Good knowledge of the stock market.
• Strong communication and IT skills.
• Ability to manage multiple projects and tasks.
• Excellent organizational abilities.
• Proactive and able to work with minimal guidance.

Responsibilities

• Responsible for Business development through franchise development/acquisition and retention of clients.
• Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds and Insurance.
• Acquire new customers through active referrals from clients in the existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
• Attend post result con-calls, and meets for improved client servicing.
• Understanding customer requirements and providing best equaled services.
• Conduct regular Client Meetings & update the same in the meeting tracker
• Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
• Track customer complaints/queries and turnaround times for customer satisfaction.

Skills

Sales experience

Marketing experience

Strong communication

IT fluency

Project management

Organizational skills

Self-motivated

Education

Bachelor’s degree in business/marketing or related field

Tools

Word

Excel

Outlook

PowerPoint

Job description

• Responsible for Business development through franchise development/acquisition and retention of clients.
• Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds and Insurance.
• Acquire new customers through active referrals from clients in the existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
• Attend post result con-calls, and meets for improved client servicing.
• Understanding customer requirements and providing best equaled services.
• Conduct regular Client Meetings & update the same in the meeting tracker
• Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
• Track customer complaints/queries and turnaround times for customer satisfaction.

Requirements and Skills

• The Ideal Candidate will have 3-10 years of Work Experience.
• Bachelor’s degree in business, marketing, or related field.
• Experience in sales, marketing, or related field.
• Good Knowledge of the Stock Market & Share Market.
• Strong communication skills and IT fluency.
• Ability to manage complex projects and multi-task.
• Excellent organizational skills.
• Ability to flourish with minimal guidance, be proactive, and handle uncertainty.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.

Pocketful is an advanced trading platform that empowers traders with cutting-edge technology. We provide innovative tools and resources to make trading more accessible and practical.

Pocketful Fintech Capital Private Limited (CIN U65999DL2021PTC390548):

The SEBI Registration No. allotted to us is INZ000313732.

NSE Member Code: 90326| BSE Member Code: 6808| MCX Member Code: 57120

DP CDSL: 12099800

Compliance Officer : Mr. Randhir Kumar Chaudhari

Tel no: 011- 49022222 / 011-49022277

Email: [e-mail]

Registered Address/Correspondence Address: C- 3, Ground Floor, Okhla Industrial Area, Phase - 1, New Delhi - 110020

For any complaints, drop us an email [e-mail]

Procedure to file a complaint on SEBI SCORES : Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID.

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The brand name Pocketful and logo is in process of trademarks registration. The cost-effective brokerage plans make Pocketful a trustworthy and reliable online stock broker. Available on both the web and mobile, it offers unmatched convenience to traders. If you are considering opening......

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