Client Success Manager

Department Icon Business Development / Sales
147+ Applicants
Posted: 3 months ago
0-1 years
Indore, Madhya Pradesh
work from office

Posted: 3 months ago
|
Applicants: 147+
Job Description
About Company
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Job Description

As a Client Success Manager, you will be the first point of contact for clients, ensuring a smooth customer experience and promoting Finofys financial products and services. This is a desk-based role with no fieldwork involved.
Roles & Responsibilities
  • Connect with global clients through phone calls and chat to assist with queries.
  • Explain and convince clients about Finofys financial products and investment services.
  • Manage and update the CRM system, ensuring all client conversations and lead information are properly recorded.
  • Build strong client relationships by providing excellent customer support and timely follow-ups.
  • Achieve performance targets related to client acquisition and service quality.
  • Coordinate with internal teams to resolve client issues and enhance service delivery.
Perks & Benefits
5 Days Working
Desk Job No Field Work
Fast Career Growth: Promotion & Increment within 6 months (Performance-Based)

Looking to get Placed? Try our Placement Guarantee Plan


Exposure to global markets like Malaysia & Singapore
Who Can Apply
Fresh graduates or experienced candidates
Good communication skills
Basic understanding of finance (not mandatory)
Self-motivated and target-oriented individuals
Comfortable working in a performance-driven environment
Skills: forex,inside sales,investment,communication,financial products,crm,investment advisory

Skills

SalesClient AcquisitionAcquisitionAdvisory

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About Company

CapitalVia Global Research Limited (Investment Advisor) is a pure-play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 15 years of legacy and values, shape our future, helping to strengthen our business and bring value to our clients.

The company was founded in 2006 with the objective of offering unbiased technical analysis & solutions for the trading community, by experienced professionals to create a conducive environment.

Our organizations' commitment to sustainability informs our unmatched credibility, technology, intensive research, and customer satisfaction. The global presence that CapitalVia maintains acts as an edge on clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.

Our pursuit of ‘innovation’ and ‘responsible approach’ will help to make us, Asia’s most admired* financial research and consulting  brand.

We help customers in their investment journey and have been in the markets since 2009. We provide stock market recommendations on the basis of technical analysis, fundamental analysis, and also using some of the most sophisticated quantitative trading tools.

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Important dates & deadlines?

Application Deadline

02 May 26, 02:03 PM IST

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