Stock Market Lead Gen & Closing
Budget: ₹250,000 – ₹500,000 INR
Need a steady, month-on-month pipeline of traders and investors for Indian securities and commodity market services and, just as importantly, a clear process that converts each prospect into a trading client.
The entire funnel is in scope—from the first touch to the final paperwork—so the work covers both outreach and closing.
Digital outreach
• Craft and schedule engaging content and offers on social media channels where market-savvy audiences gather.
• Place sponsored snippets, advertorials, or banners on leading financial news websites that cover the Indian equity and commodity space.
• Join and participate in active stock-trading forums or Telegram/WhatsApp communities, seeding value posts that drive private inquiries.
Direct outreach
Cold call prospects sourced from phone contact lists, Just Dial, and networking circles, with special focus on HNIs. Calls should qualify interest, explain the proposition, and secure a follow-up commitment or immediate onboarding.
Conversion workflow
Every conversation—online or offline—moves to a shared CRM (Google Sheets) that tracks source, stage, and next action. The same person who sparks the lead should stay with it until the trading account is opened and trading journey of customers continued.
Deliverables
• A lead sheet updated with contact details, and status.
• Minimum weekly target of qualified leads to be converted into trading.
A lead counts once the prospect confirms genuine interest in equity or commodity trading; a close counts when the client completes on boarding, adding funds and start trading or investment.
Work Description: Familiarity with SEBI guidelines, broking platforms, and investor psychology in the Indian market will help you excel here. Let’s align on timeline, targets, and the best mix of tools so we can turn interest into revenue quickly.
-> Opening Dmat
-> After 2 working days when the account opening confirms guiding the application How to use and exploring it from adding funds to know the features of application.
-> Client/customer uses research to trade by himself or with the help of research reports which will be available in application.
-> This project generally works for the customer who are HNI, Indian Citizen, Sole propriter, Company accounts.
-> In simple words only Indians are allowed to bid on this project dedicated to sales and marketting with closing leads and customer service provider.
The entire funnel is in scope—from the first touch to the final paperwork—so the work covers both outreach and closing.
Digital outreach
• Craft and schedule engaging content and offers on social media channels where market-savvy audiences gather.
• Place sponsored snippets, advertorials, or banners on leading financial news websites that cover the Indian equity and commodity space.
• Join and participate in active stock-trading forums or Telegram/WhatsApp communities, seeding value posts that drive private inquiries.
Direct outreach
Cold call prospects sourced from phone contact lists, Just Dial, and networking circles, with special focus on HNIs. Calls should qualify interest, explain the proposition, and secure a follow-up commitment or immediate onboarding.
Conversion workflow
Every conversation—online or offline—moves to a shared CRM (Google Sheets) that tracks source, stage, and next action. The same person who sparks the lead should stay with it until the trading account is opened and trading journey of customers continued.
Deliverables
• A lead sheet updated with contact details, and status.
• Minimum weekly target of qualified leads to be converted into trading.
A lead counts once the prospect confirms genuine interest in equity or commodity trading; a close counts when the client completes on boarding, adding funds and start trading or investment.
Work Description: Familiarity with SEBI guidelines, broking platforms, and investor psychology in the Indian market will help you excel here. Let’s align on timeline, targets, and the best mix of tools so we can turn interest into revenue quickly.
-> Opening Dmat
-> After 2 working days when the account opening confirms guiding the application How to use and exploring it from adding funds to know the features of application.
-> Client/customer uses research to trade by himself or with the help of research reports which will be available in application.
-> This project generally works for the customer who are HNI, Indian Citizen, Sole propriter, Company accounts.
-> In simple words only Indians are allowed to bid on this project dedicated to sales and marketting with closing leads and customer service provider.