Handle international clients through calls, WhatsApp and chat with a skilled and consultative approach.
Understand client requirements and explain relevant company products, services and processes using approved information.
Manage the complete client onboarding and account-opening journey.
Generate, manage and convert leads through structured follow-ups.
Maintain accurate client information, activities and follow-ups in CRM.
Build long-term client relationships and provide effective resolution to service-related queries.
Achieve assigned client acquisition, revenue and business targets.
Maintain high standards of communication, follow-up discipline and client experience.
Strictly follow company policies, internal processes and applicable compliance requirements.
Candidate Profile
We are looking for candidates with relevant experience and a strong financial-services background.
Preferred Experience
1–3 years of experience in any of the following:
- Stock Broking / Equity / Derivatives in international market
- International Investment Advisory Experience
- International Sales / Client Servicing/ International Process
Required Skills
Excellent English communication and conversation skills.
Good understanding of financial markets and investment products.
Ability to handle international clients professionally.
Target-oriented with a strong focus on revenue and business outcomes.
Good CRM and basic computer skills.
Ability to work independently and take ownership of assigned clients and targets.