As a Client Success Manager, you will be the first point of contact for clients, ensuring a smooth customer experience and promoting Finofy's financial products and services. This is a desk-based role with no fieldwork involved.
Roles & Responsibilities
- Connect with global clients through phone calls and chat to assist with queries.
- Explain and convince clients about Finofy's financial products and investment services.
- Manage and update the CRM system, ensuring all client conversations and lead information are properly recorded.
- Build strong client relationships by providing excellent customer support and timely follow-ups.
- Achieve performance targets related to client acquisition and service quality.
- Coordinate with internal teams to resolve client issues and enhance service delivery.
Perks & Benefits
5 Days Working
Desk Job No Field Work
Fast Career Growth: Promotion & Increment within 6 months (Performance-Based)
Exposure to global markets like Malaysia & Singapore
Who Can Apply
Fresh graduates or experienced candidates
Good communication skills
Basic understanding of finance (not mandatory)
Self-motivated and target-oriented individuals
Comfortable working in a performance-driven environment
Skills: forex,inside sales,investment,communication,financial products,crm,investment advisory
