- Call newly onboarded users to explain the product
- Conduct discovery calls to assess client needs, pain points, and fit for our fintech solutions.
- Schedule product demonstrations for sales managers and maintain clean lead data within our CRM.
- Execute email and outreach sequences to re-engage warm leads and drive conversions for short-term promotional campaigns.
- Gather client feedback on pitch decks and product features to help refine our messaging.
Qualifiers
- 0–1 year in sales, business development, or fintech stock broking internships (recent graduates with solid communication skills are welcome).
- Strong interest in stock broking and the fintech ecosystem.