Customer Success Manager

Job Summary:

• We are looking for a highly motivated candidate with strong execution and communication and skills to join our team.
• The candidate will report directly to the Director and be an integral part of the organisation.
• The role will involve managing HNI client relationships, financial planning as well as improving the marketing activities of the organization (ATL & BTL).
• This is a role that has a huge scope for growth in a lot of different verticals.
• The right candidate can move on-to senior management positions.

Key Responsibilities:

• In charge of end-to-end client servicing operations and related activities.
• Must be a go-getter that enjoys the entire sales pipeline and have excellent communication skills.
• Develop and maintain strong relationships with clients, ensuring their satisfaction and loyalty.
• Coordinate with other team members to ensure seamless completion of assignments.
• Should have a working knowledge of finance and mutual funds and aptitude to learn more.
• Stay informed about the latest financial products, services, and industry trends to provide clients with relevant and timely advice.
• Support marketing and sales efforts for client acquisition​ - Including but not limited to improving company CRM and Digital Marketing & Sales Pipelines.
• Constantly refine client acquisition processes of the organization and figure out how to improve customer experience.
• Identify opportunities to generate additional business from existing clients through upselling and referrals.
• Prepare and edit reports, presentations, and documents as needed.
• Retain continuous awareness of ongoing work and possess good organization skills.
• Frequently replenish job-specific knowledge and apply it on the field.
• Handle confidential information with discretion and professionalism.
• Fulfil all company-established policy obligations.

Desired profile of the candidate :

• Education: Graduate in any domain (Business/Finance preferred)
• Experience: Minimum 2-3 Years of proven experience in a client-facing role, in the financial services industry.
• Traits: Extremely motivated, energetic, persuasive, patient, and hard-working; Excellent Communication Skills both written & oral.
• Candidate will be visiting clients so must be ready for field work, sometimes at odd hours as well. Should know how to ride a 2-wheeler and have a valid driving license.
• Strong organizational and multitasking abilities.
• Ability to work independently and as part of a team.
• Knowledge of financial products, services, and industry regulations.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook) and familiarity with modern digital productivity tools - CRM software like Zoho and Marketing Tools like Mailchimp etc.

Joining Date: Immediately / Within 2 Months.