Client Success Executive
Bengaluru, Karnataka, India · Full Time
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- Experience
- Any
- Salary
- INR 300,000 – INR 800,000 / year
- Openings
- 1
- Posted
- 4 days ago
- Work mode
- In office
- Education
- B.Com in Finance, Financial Markets or B.B.A. / B.M.S. in Finance, Finance and Marketing
- Eligibility
- Applicants must hold a B.Com degree in Finance or Financial Markets, or B.B.A. / B.M.S. degrees with focus on Finance and Marketing.
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
We seek a dedicated Client Success Executive with robust experience in sales, particularly in the domain of Banking Automation, including Note Sorting Machines (NSM), Currency Processing Solutions, ATMs, and Banking Kiosks. This role focuses on proactively reaching out to both prospective and existing clients to discuss investment opportunities and build enduring client relationships.
Key Responsibilities
- Conduct a large volume of outbound telephone interactions targeting potential and current clients.
- Identify and generate new business leads while initiating conversations centered on investment options.
- Establish and maintain client trust through effective and articulate communication.
Candidate Profile and Requirements
- Complete formal education in B.Com with specialization in Finance or Financial Markets, or B.B.A. / B.M.S. focused on Finance and Marketing.
- Engage in comprehensive training to understand mutual funds, investment products, and the workings of financial markets.
- Commitment to attaining the NISM Series V-A certification within the allotted time.
Additional Information
- Working hours are from 9:30 AM to 5:30 PM with alternate Saturdays off.
- The compensation package ranges from 300,000 to 800,000 INR per annum.
Minimum education
Bachelor's Degree
Skills
How they work
Communication
Relationship Building
Resilience
Confidence