Client Servicing and Marketing Manager

Job description

• Handle incoming client queries related to financial products and services across equity, derivatives, commodities, and currency markets.
• Make proactive outbound calls to clients for placing and assisting with financial transactions in various market segments.
• Provide operational assistance for clients, including processing and executing financial product transactions end to end.
• Independently manage client requirements, ensuring timely resolution of service needs and maintaining high service standards.

Roles and responsibilities

• Acquire and service clients for equity and derivative broking, mutual funds, and insurance products.​
• Generate brokerage revenue from both existing clients and newly activated clients.
• Offer customized investment advice aligned with client portfolios and their short-term and long-term financial goals.
• Build, maintain, and nurture strong client relationships to support sustainable business growth.
• Prepare and follow a weekly calendar for client meetings using the existing client database.
• Develop and implement strategies to convert inquiries and leads into active, revenue-generating clients.
• Send weekly engagement emails and updates to clients to keep them informed and connected.
• Organize monthly webinars or quarterly client interaction sessions to enhance engagement and education.​
• Encourage and manage client referrals, and collect feedback for continuous improvement in services.
• Activate inactive clients through structured re-engagement initiatives and follow-ups.

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

Ability to commute/relocate:

• Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• finance industry: 2 years (Preferred)

Language:

• Hindi, english (Preferred)

Location:

• Noida, Uttar Pradesh (Preferred)

Work Location: In person