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.

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.