Job description Conduct outbound and inbound calls to Prospective and existing clients and take appointments for suggested Financial advice. Provide empathetic and informative counselling to clients to understand their unique financial situations and goals. Gather client information. Fix appointments with Domestic and Offshore clients. Plan and arrange Gmeet. /zoom meet Upkeep and updated on industry regulations, Market news and on industry regulations. Cross sell other relevant financial Products to existing and new clients . Circulate all Dm's and Flyers to all clients on daily basis. Suggested text and Email Updates. Participate in social media activity and kiosks etc. Meet and Exceed KPIs. Follow up and Time management will be monitored closely. Maintain good Client relations. Job Type: Full-time Pay: ₹16,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Leave encashment Compensation Package: Performance bonus Yearly bonus Schedule: Day shift Ability to commute/relocate: Ameerpet, Hyderabad, Telangana: Reliably commute or willing to relocate with an employer-provided relocation package (Required) Education: Bachelor's (Preferred) Experience: Telemarketing: 2 years (Required) Language: Hindi (Required) English (Required) Telugu (Required) Location: Ameerpet, Hyderabad, Telangana (Preferred) Work Location: In person
Job description Conduct outbound and inbound calls to Prospective and existing clients and take appointments for suggested Financial advice. Provide empathetic and informative counselling to clients to understand their unique financial situations and goals. Gather client information. Fix appointments with Domestic and Offshore clients. Plan and arrange Gmeet. /zoom meet Upkeep and updated on industry regulations, Market news and on industry regulations. Cross sell other relevant financial Products to existing and new clients . Circulate all Dm's and Flyers to all clients on daily basis. Suggested text and Email Updates. Participate in social media activity and kiosks etc. Meet and Exceed KPIs. Follow up and Time management will be monitored closely. Maintain good Client relations. Job Type: Full-time Pay: ₹16,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Leave encashment Compensation Package: Performance bonus Yearly bonus Schedule: Day shift Ability to commute/relocate: Ameerpet, Hyderabad, Telangana: Reliably commute or willing to relocate with an employer-provided relocation package (Required) Education: Bachelor's (Preferred) Experience: Telemarketing: 2 years (Preferred) Language: Hindi (Required) English (Required) Telugu (Required) Location: Ameerpet, Hyderabad, Telangana (Preferred) Work Location: In person
Here is what you Should Be : We are looking for a proactive, smart, and highly presentable Client Relations Associate to join our growing Stock & Wealth Management firm. The ideal candidate will support franchise operations, strengthen client engagement through data-driven insights, and manage the full customer relationship lifecycle. This role is critical in enhancing customer loyalty, improving internal sales efficiency, and expanding our network through proactive social and professional engagement. Key ResponsibilitiesFranchise Support Act as the primary point of contact for franchise partners, ensuring smooth communication, operational support, and timely issue resolution. Collaborate with franchise teams to align CRM initiatives with local strategies and business needs. Data Insights & CRM Management Build and maintain a comprehensive client data repository to enable personalized engagement. Use CRM tools to analyze customer behavior and generate insights for client retention and loyalty. Prepare regular reports on customer engagement, retention rates, and feedback. Sales Forecasting & Reporting Assist in forecasting sales and revenue projections using CRM and market analytics. Track and report lead conversions, sales pipeline movement, and performance metrics. Lead Management & Process Efficiency Own the lead management cycle from acquisition to conversion with accurate tracking and follow-ups. Help streamline sales processes and create tools, scripts, and systems to improve sales productivity. Customer Experience & Journey Tracking Map customer journeys to identify gaps, pain points, and improvement opportunities. Collect and act on customer feedback to enhance overall client satisfaction. Team Building & Collaboration Work closely with sales, marketing, compliance, and operations to ensure seamless customer experiences. Identify, onboard, and train freelancers or sales executives, ensuring they align with company values. Networking & Social Media Engagement Attend local business networking events to enhance brand visibility and build client relationships. Actively engage on LinkedIn by sharing company content, interacting with prospects, and strengthening the professional network. Job Types: Full-time, Permanent Pay: From ₹300,000.00 per year Benefits: Cell phone reimbursement Internet reimbursement Leave encashment Education: Bachelor's (Preferred) Experience: Financial Market : 3 years (Preferred) Language: English , and Telugu.Hindi is a + (Required) License/Certification: Exp in the finance domain& NISM cert. (Preferred) Location: Ameerpet, Hyderabad, Telangana (Preferred) Work Location: In person
Here is what you Should Be : We are looking for a proactive, smart, and highly presentable Client Relations Associate to join our growing Stock & Wealth Management firm. The ideal candidate will support franchise operations, strengthen client engagement through data-driven insights, and manage the full customer relationship lifecycle. This role is critical in enhancing customer loyalty, improving internal sales efficiency, and expanding our network through proactive social and professional engagement. Key ResponsibilitiesFranchise Support Act as the primary point of contact for franchise partners, ensuring smooth communication, operational support, and timely issue resolution. Collaborate with franchise teams to align CRM initiatives with local strategies and business needs. Data Insights & CRM Management Build and maintain a comprehensive client data repository to enable personalized engagement. Use CRM tools to analyze customer behavior and generate insights for client retention and loyalty. Prepare regular reports on customer engagement, retention rates, and feedback. Sales Forecasting & Reporting Assist in forecasting sales and revenue projections using CRM and market analytics. Track and report lead conversions, sales pipeline movement, and performance metrics. Lead Management & Process Efficiency Own the lead management cycle from acquisition to conversion with accurate tracking and follow-ups. Help streamline sales processes and create tools, scripts, and systems to improve sales productivity. Customer Experience & Journey Tracking Map customer journeys to identify gaps, pain points, and improvement opportunities. Collect and act on customer feedback to enhance overall client satisfaction. Team Building & Collaboration Work closely with sales, marketing, compliance, and operations to ensure seamless customer experiences. Identify, onboard, and train freelancers or sales executives, ensuring they align with company values. Networking & Social Media Engagement Attend local business networking events to enhance brand visibility and build client relationships. Actively engage on LinkedIn by sharing company content, interacting with prospects, and strengthening the professional network. Job Types: Full-time, Permanent Pay: Up to ₹33,000.00 per month Benefits: Cell phone reimbursement Internet reimbursement Leave encashment Education: Bachelor's (Preferred) Experience: Financial Market : 3 years (Preferred) Language: English , and Telugu.Hindi is a + (Required) License/Certification: Exp in the finance domain& NISM cert. (Preferred) Location: Ameerpet, Hyderabad, Telangana (Preferred) Work Location: In person