1. 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.
2. Meeting Scheduling: Arrange meetings with interested clients, coordinating with their schedules to ensure engagement.
3. Client Meetings: Attend virtual meetings to present Moneeflo's offerings and answer any initial queries.
4. KYC Documentation & Onboarding: Guide clients through the KYC documentation and onboarding process, ensuring all necessary documents are completed and submitted.
5. Reporting: Track and report progress on calls, meetings, and client activation.
Activation Milestones:
1. Confirm receipt of Rs. 500 upon successful submission of KYC documentation by the client.
2. Ensure the first transaction for forex or travel related services is processed by the client, following which an additional Rs. 500 will be confirmed.
3. For corporate clients, complete the activation process with a final confirmation amount of Rs. 500.
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.
