Inside Sales Fintech
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position Summary
The Inside Sales / Fintech Onboarding Specialist is responsible for converting inbound and outbound leads into active customers while ensuring a smooth and compliant onboarding experience. This role combines consultative sales product education and operational onboarding within a fast-paced fintech environment.
Years of experience: Minimum 1 year
Key Responsibilities
Sales & Lead Management
- Manage inbound leads qualify prospects and conduct discovery calls to understand business needs.
- Execute outbound outreach to targeted prospects via phone email and digital channels.
- Present and demonstrate fintech products and services clearly and persuasively.
- Accurately maintain CRM records follow up on opportunities and manage the sales pipeline.
- Achieve monthly and quarterly sales and conversion targets.
Customer Onboarding
- Guide new customers through the onboarding process including KYC/KYB compliance checks documentation and account setup.
- Educate customers about platform features payment flows security requirements and best practices.
- Coordinate with compliance risk and operations teams to ensure timely account activation.
- Troubleshoot onboarding issues and ensure a smooth transition to account activation.
Customer Experience & Relationship Management
- Serve as the primary point of contact during the onboarding lifecycle.
- Provide clear instructions follow-up communication and proactive support.
- Identify customer needs and recommend appropriate product configurations or solutions.
- Ensure high customer satisfaction and positive first-90-day engagement.
Cross-Functional Collaboration
- Work closely with sales product compliance and support teams to streamline processes.
- Provide feedback based on customer insights to improve onboarding workflows and product usability.
- Participate in internal training sessions and stay updated on product features and compliance requirements.
Key Skills
- Instrument
- Business Consultancy
- Cosmetology
- Elevator Maintenance
- AC Maintenance
- Marine Services
About Company
Discover Wogom, India's one of the leading B2B e-commerce marketplaces for electronics. We Connect Retailers with authorized distributors, Brands, and manufacturers for a seamless buying experience.
