Job Title: Digital Lead Conversion Specialist

Department: Business Development

Location: Vashi Navi Mumbai

Experience: 0 4 Years (Fresher’s with strong communication can be

considered)

Role Overview

The Digital Lead Conversion Specialist is responsible for engaging with warm online

leads generated through digital channels such as Google, Facebook, and other online

platforms. These leads have already shown interest by submitting their details and OTP

verification.

The role requires understanding the client’s investment/trading interest, educating them about

our offerings, and converting qualified leads into Demat account openings through

structured, consultative conversations.

Key Responsibilities

1. Lead Engagement & Client Interaction

• Contact assigned online leads within defined TAT.

• Engage clients professionally to understand their investment or trading interests.

• Conduct need-based discussions instead of generic sales pitching.

2. Client Profiling & Requirement Analysis

• Identify client type: Investor / Trader / Intraday / Options / Commodity.

• Understand risk appetite, experience level, and trading frequency.

• Recommend suitable products aligned with client needs.

3. Product Explanation & Value Communication

• Explain Demat & Trading account features, brokerage, platforms, and services.

• Highlight value propositions and differentiate from competitors.





• Address client queries and objections confidently.

4. Conversion & Account Opening

• Convince interested clients to open Demat accounts.

• Assist clients through KYC and onboarding process.

• Ensure accurate documentation and smooth account opening.

5. Follow-ups & Lead Nurturing

• Perform structured follow-ups for interested but pending leads.

• Update CRM with accurate remarks and lead status.

• Ensure no qualified lead is left unattended.

6. Process & Compliance Adherence

• Follow internal processes, compliance guidelines, and regulatory norms.

• Avoid mis-selling, false commitments, or incorrect information.

• Maintain transparency in all client communications.

7. Quality & Performance Contribution

• Maintain high call quality and qualified conduct.

• Focus on quality sourcing and long-term client retention.

• Support revenue generation through effective conversions.

Skills & Competencies

• Strong verbal communication skills (Hindi & English preferred)

• Ability to understand financial products quickly

• Convincing and consultative selling approach

• Client-centric mindset

• Basic understanding of capital markets (preferred)

• Comfortable with calling, CRM systems, and follow-ups

Educational Qualification

• Graduate in any discipline

• Certification or exposure to financial markets is an added advantage

📌 Digital Lead Generation Specialist (Inside Sales) (Mumbai)
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