Customer Engagement Executive

18 hours ago

Bengaluru, Karnataka, India da0e47d7-0a8e-410f-98ff-23371cd818bc Full time ₹ 4,20,000 - ₹ 6,00,000 per year

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, ₹50,000.00 per month

Application Question(s):

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