Customer Success Executive

Job Role: Sales / Business Development Executive Mutual Funds

Key Responsibilities:

• Connect with potential and existing clients to generate leads and investment conversations.
• Achieve monthly and quarterly business targets through proactive client engagement and follow-ups.
• Understand client requirements and communicate confidently and professionally.
• Handle basic client queries and maintain a positive customer experience.
• Learn about mutual funds, investment products, and financial markets through training.
• Complete the NISM Series V-A certification within the required timeline.

Requirements:

• Bachelor’s degree in Finance or any relevant discipline. Other graduates with a strong aptitude for sales may also apply.
• Freshers or candidates with up to 1 year of experience in sales, telecalling, customer service, or related roles.
• Excellent communication skills in English and Hindi.
• Confident, spontaneous, and comfortable working in a target-driven environment.
• Basic knowledge of MS Office (Excel, Word & PowerPoint).
• Interest in finance and investments.