Market entry and go-to-market for a global financial services player


India operations for a Leading Forex player globally

Who we are engaged with:


Business case:

Forex is a relatively new concept in India and online trading with a global player is virtually non-existent. The challenge involved creating awareness about forex, building credibility for the company, engaging customers, account management and realizing stretch targets. The whole process need to be accomplished through telesales lead approach.

  • Setting up operations including technology and infrastructure required.
  • Structuring and hiring two distinct teams – one that focuses and lead generation and the other focusing on customer education and closures.
  • Creating awareness and acquiring leads through multi-channel promotions.
  • Providing account management and focus on repeat revenues from customers.
  • Using social media and online marketing as a key lever for demand generation.
  • Identifying partners including online affiliates and investment brokers.

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