
Investment Scheme Manager – Customer Success
2 days ago
Job Title: Investment Scheme Manager – Customer Success & Conversions
Location: Hyderabad (On-site/Hybrid)
Experience: 3–6 Years
About Brundavan Dairy Farms
Brundavan Dairy Farms,
a trusted name in dairy excellence for the past 5 years, is now introducing a High-Yield Investment Scheme designed to empower communities while generating sustainable returns. To lead this exciting initiative, we are looking for a dynamic and confident Manager who can drive customer engagement, build trust, and deliver strong conversion outcomes.
K
ey Responsibilities
Inbound Call & Query Management: Handle investor inquiries across phone, email, and chat with professionalism, clarity, and trust-building communication.
Conversions & Relationship Building: Persuade, convert, and onboard potential investors by effectively explaining scheme benefits, features, and advantages.
Team Leadership: Manage and mentor a small customer-facing team to ensure prompt, professional, and impactful responses.
Performance Monitoring: Track, analyze, and report on KPIs (Key Performance Indicators) and KRAs (Key Result Areas) to achieve business targets.
Compliance & Process Management: Ensure all communications align with regulatory guidelines and maintain accurate CRM records.
Training & Coaching: Equip the team with best practices in communication, objection handling, and conversion strategies.
Requirements
3–6 years of experience in customer success, inside sales, investment schemes, financial services, or call-center management.
Strong communication, persuasion, and negotiation skills with a proven track record of lead conversion.
Analytical mindset with experience in KPI/KRA tracking and reporting.
Leadership experience with the ability to inspire and manage teams.
Proficiency in CRM tools, MS Excel/Google Sheets, and reporting dashboards.
Graduate/Postgraduate (MBA/Finance specialization preferred, but not mandatory).
What We Offer
Attractive salary with performance-based incentives.
A chance to build and scale a high-growth investment product with a reputed dairy brand.
Exposure to leadership responsibilities in a fast-growing business environment.
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