Client Relationship Executive

Location:

Experience:

Salary:

Role Overview: Your Impact

trusted bridge

Trust and Support

Important Note:

Working Hours & Reporting

• Working Days:

  Monday to Saturday.

• Standard Hours:

  9:00 AM to 6:00 PM.

• Adjusted Shifts:

  Shifts will be adjusted (e.g., 12:00 PM to 9:00 PM) on pre-informed

  Webinar Days

  to cover evening sessions.

• Reporting To:

  Wealth Strategist (WC).

Key Responsibilities

A. Client Engagement & Strategy Session Coordination (70% Focus)

• Webinar Follow-up (Attendees):

  Immediately call webinar attendees to gather feedback, resolve preliminary doubts, and

  guide

  them to book a

  complimentary strategy meeting slot

  with the WC or the Senior Closer.

• Webinar Follow-up (Non-Attendees):

  For registered leads who did not attend, first

  educate

  them about the value of the webinar recording. A sales pitch is only executed if the client shows clear interest after consuming the recording.

• Doubt Resolution:

  Handle minor client objections or questions directly over the phone to prepare them for the meeting or finalize the next steps without unnecessary escalation.

• New Lead Contact:

  Promptly contact all

  inbound leads

  that arrive manually via Social Media/WhatsApp and

  educate

  them about the value of attending the Upcoming Webinar.

B. Webinar & Program Support (30% Focus)

• Webinar Coordination:

  During live webinars, actively monitor and filter the Chat Box, relaying prioritized questions to the WC host.

• Attendance Calls:

  Execute pre-webinar reminder calls using the

  WhatsApp API System

  to ensure high attendance and provide final Joining Details to registered leads.

• Admin Work:

  Accurately record and update client data, manage the scheduling and allocation of all strategy meeting slots, and consolidate queries received via the CRM from all social media platforms.

Desired Candidate Profile

• Experience:

  6 to 24 months of

  relevant work experience

  is mandatory.

• Industry Focus:

  Proven experience in

  Broking, Wealth Management,

  or

  Financial Services

  is

  strongly preferred

  .

• Technical Skills:

  Working knowledge of

  CRM Systems

  (e.g., Zoho),

  WhatsApp API reminder systems

  , and

  Webinar Attendee Data management

  is essential.

• Motivation:

  A strong drive to achieve meeting Booking Targets and maximize

  performance-based Incentives

  .

• Skills:

  Must possess excellent

  Communication

  and

  Objection Handling

  abilities.