Cold Calling: Conduct outreach calls to prospective corporate clients from a provided contact list or by visiting the business hubs. Introduce Moneeflo's services and assess client interest.
Meeting Scheduling: Arrange meetings with interested clients, coordinating with their schedules to ensure engagement.
Client Meetings: Attend virtual meetings to present Moneeflo's offerings and answer any initial queries.
KYC Documentation & Onboarding: Guide clients through the KYC documentation and onboarding process, ensuring all necessary documents are completed and submitted.
Activation Milestones:
Confirm receipt of 500 upon successful submission of KYC documentation by the client.
Ensure the first transaction for forex or travel related services is processed by the client, following which an additional 500 will be confirmed.
For corporate clients, complete the activation process with a final confirmation amount of 500
Reporting: Track and report progress on calls, meetings, and client activations.
Requirements
Strong communication skills, with confidence in cold calling and client interactions.
Ability to work independently and manage remote work responsibilities.
Basic understanding of financial services or willingness to learn quickly.
Organized and detail-oriented with a client-first mindset.
Training and Support:
Moneeflo will provide a 1-week comprehensive training to familiarize you with our processes, KYC documentation, and client interaction protocols.
Benefits:
Opportunity to gain hands-on experience in business development and client management.
Performance-based incentives based on successful client activations.
Duration- 3 months, will convert into full time role based on performance
Why Join Us?
Mentorship: Work directly with experienced product managers to learn the ins and outs of product development.
Growth Opportunity: Develop your skills in a supportive environment with the potential for a full-time role based on performance.
Dynamic Environment: Collaborate in a fast-paced, innovative, and hybrid work culture.
Skill(s) required
English Proficiency (Spoken)English Proficiency (Written)
MoneeFlo is a self-funded, growing company dedicated to simplifying cross-border services. Our mission is to provide simple, transparent, and customer-centric solutions that empower individuals and businesses to manage global money with ease and confidence. We offer a wide range of cross-border services, including buying and selling foreign exchange (RBI regulated with a unified FFMC license), sending money abroad, paying foreign university fees, and visa services, and booking hotels and flights. We have served over 35,000 customers, 200+ corporate, and sent over $100Mn abroad. Currently, we have offices in Delhi (HQ), Sri Ganganagar, Patiala, Karnal, Kanpur, and Pehowa & Padampur. Our first flagship digital product, Maxx, caters to our channel partners, and we are continuously expanding our portfolio with new and exciting apps and services. We are headquartered in Delhi.
