Client Success Manager

Job highlights

• PF, Health Insurance, ESI (ESIC)Job DescriptionKey ResponsibilitiesHandle international clients through calls, WhatsApp and chat with a professional and consultative approach.Understand client requirements and explain relevant company products, services and processes using approved information.Manage the complete client onboarding and account-opening journey.Generate, manage and convert leads through structured follow-ups.Maintain accurate client information, activities and follow-ups in CRM.Build long-term client relationships and provide effective resolution to service-related queries.Achieve assigned client acquisition, revenue and business targets.Maintain high standards of communication, follow-up discipline and client experience.Strictly follow company policies, internal processes and applicable compliance requirements.Candidate ProfileWe are looking for candidates with relevant experience and a strong financial-services background.Preferred Experience1–3 years of experience in a

Key Responsibilities Handle international clients through calls, WhatsApp and chat with a professional and consultative approach. Understand client requirements and explain relevant company products, services and processes using approved information. Manage the complete client onboarding and account-opening journey. Generate, manage and convert leads through structured follow-ups. Maintain accurate client information, activities and follow-ups in CRM. Build long-term client relationships and provide effective resolution to service-related queries. Achieve assigned client acquisition, revenue and business targets. Maintain high standards of communication, follow-up discipline and client experience. Strictly follow company policies, internal processes and applicable compliance requirements. Candidate Profile We are looking for candidates with relevant experience and a strong financial-services background. Preferred Experience 1–3 years of experience in any of the following: Stock Broking / Equity / Derivatives in international market International Investment Advisory Experience International Sales / Client Servicing/ International Process Required Skills Excellent English communication and conversation skills. Good understanding of financial markets and investment products. Ability to handle international clients professionally. Target-oriented with a strong focus on revenue and business outcomes. Good CRM and basic computer skills. Ability to work independently and take ownership of assigned clients and targets.