Wealth Crafts

About the job: Key Responsibilities: 1. Client Journey Support: a. Guide new clients through onboarding, providing proactive communication, tools, and checklists. b. Coordinate scheduled reviews and follow-ups: send reminders, collect feedback, and gather updated client details. c. Conduct light check-ins (via WhatsApp/email), helping clients implement action plans and answer routine queries. 2. Client Engagement & Retention: a. Support planning, promotion, and follow-up of webinars, AMAs, and value-added events. b. Execute multi-channel outreach for renewals (email, WhatsApp, calls, SMS) following provided process templates. c. Monitor client progress using our CRM (Zoho), keeping detailed touchpoint records and flagging needs/escalations. 3. Marketing & Content Amplification: a. Repurpose webinar and event content into social media posts, short videos, and reels. b. Suggest fresh ideas for engagement and content based on client interactions. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 - 5,00,000 /year Experience: 1 year(s) Deadline: 2025-09-27 23:59:59 Other perks: Informal dress code Skills required: MS-Office, MS-Excel and English Proficiency (Spoken) Other Requirements: 1. Recent graduates from commerce are a plus. 2. Excellent written and verbal communication skills in English; additional Indian languages a plus. 3. Eagerness to learn new technology, customer success, and digital marketing tools. 4. High attention to detail, empathy, and a "client-first" attitude. 5. Passion for financial empowerment, education, or a strong personal growth orientation. About Company: Wealth Crafts is a SEBI registered investment advising firm that helps the individuals and corporate institutions manage their cash flows. We study their finances and help them achieve their goals by designing customized strategies. We follow stringent research methodologies to ensure efficient allocation of resources and mandate regular review and re-balancing of portfolios. We believe in fostering long term relationships based on trust and integrity. We provide goal-based financial planning, wealth management, retirement planning, and comprehensive financial planning for individuals. Our cash flow management program and treasury management services are specially tailored for corporate institutions.