- Contact new leads and students via calls, messaging apps, email, and other channels.
- Demonstrate strong knowledge of company and partner products and services.
- Guide users through account opening and deposit processes on trading platforms.
- Educate users on the benefits of real versus demo accounts to drive conversions.
- Build trust and motivate students to become active traders.
- Follow communication standards and approved sales scripts.
- Manage and update student data accurately in the CRM system.
- Conduct group webinars and promote additional products and features.
Account ManagementCRMGoogle Sheets