Customer Success Executive| Bangalore(Mahadevapura) (Bangalore Rural)

Customer Success Executive| Bangalore(Mahadevapura) (Bangalore Rural)

27 Sep
|
Corporate Stalwarts
|
Bangalore Rural

27 Sep

Corporate Stalwarts

Bangalore Rural

Drive investment sales through client calls

Understand financial goals and risk profiles, discuss mutual fund opportunities,

Manage client relationships, generate leads and achieve monthly business targets through effective conversion.

Required Candidate profile

2+ years exp. in investment/financial services sales, mutual funds, or wealth mgt

Solid client handling, telesales and investment knowledge with target orientation

NISM V-A certification preferred

📌 Customer Success Executive| Bangalore(Mahadevapura) (Bangalore Rural)
🏢 Corporate Stalwarts
📍 Bangalore Rural

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