Customer Engagement Executive

0 years

4 - 6 Lacs

Posted:3 days ago| Platform: SimplyHired logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

Job Overview
We are looking for a proactive Inside Sales Executive to handle customer engagement and conversions from our office. You will interact with potential clients through phone calls and WhatsApp, explain the features of our mutual fund platform, and assist them through the onboarding journey. Maintaining accurate CRM records, consistent follow-up, and meeting monthly goals are key parts of this role.

Key Responsibilities

  • Contact prospective clients through phone calls and WhatsApp.
  • Explain platform features clearly and guide customers toward suitable mutual fund options.
  • Qualify, nurture, and convert leads at each stage of the sales funnel.
  • Update and maintain accurate call logs, chat records, and follow-up notes in the CRM.
  • Work toward daily, weekly, and monthly performance targets.

Requirements

  • Strong communication skills in English and Hindi (Malayalam is a plus).
  • Full-time availability for office-based work.
  • Interest in financial or investment-related products.
  • Self-motivated, confident, and strong in follow-up.
  • Freshers with excellent communication skills are encouraged to apply.

Job Type: Full-time

Pay: ₹35,000.00 - ₹50,000.00 per month

Application Question(s):

  • Current Salary?

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You