Digital Onboarding Expert-Pre Sales

2 days ago

Goregaon, India Bigul Full time

Company Description-

is dedicated to providing investors and traders with the right tools to achieve success in the stock market. We believe that matched with the right strategies, stocks, and tools, everyone has the potential to win in trading. Our mission is to empower every investor to attain their financial goals.

Role Description-

This is a full-time, on-site role for
Digital Onboarding Expert-Pre Sales
located in Goregaon.
Digital Onboarding Expert-Pre Sales
Process are responsible for guiding clients through the digital account opening process, ensuring regulatory compliance, and resolving any issues that arise during onboarding. This role requires strong customer service skills, attention to detail, and familiarity with KYC and AML regulations. The position is vital in enabling the firm to acquire new clients efficiently and maintain a positive client experience.

Responsibilities:

·Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Bigul's discount stock broking services.

·Client Guidance: Assist potential Franchisees and Authorized Persons through the registration process, ensuring they understand each step and feel confident in completing their registration.

·Product Presentation: Clearly explain the features, benefits, and services offered by Bigul to convince leads of our value proposition.

·Target Achievement: Strive to meet and exceed monthly targets for registering new Franchisees and Authorized Persons by effectively converting leads into registered clients.

·Follow-Up: Conduct timely follow-ups with leads needing additional information or time to make a decision.

.Feedback Collection: Gather feedback from potential clients to enhance the registration process and improve customer satisfaction.

·Previous experience in tele sales or a similar role is mandatory.

.Bachelor's degree in Finance, Commerce, Business Administration, or related field

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