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Client Engagement Coordinator

Client Engagement Coordinator

OMONEY CAPITALRājkot, Republic Of India, IN
3 days ago
Job description

Job description

Location : Rajkot, Gujarat (In-Office)

Experience : 6 to 24 Months

Salary : 2.25 To 3.5 Lakhs Per Annum (Fixed) + High Performance Incentives

Role Overview : Your Impact

You will act as a trusted bridge and the crucial link between our Sales Team and our high-value clientele .

Your core mission is to provide Trust and Support to ensure that clients smoothly transition from our educational Webinars to a personalized 1-on-1 Strategy Meeting with our Wealth Strategist (WC) without hesitation.

Important Note : This role is focused on Support, Engagement, and Coordination , not high-pressure or cold-calling sales.

Working Hours & Reporting

  • Working Days : Monday to Saturday.
  • Standard Hours : 9 : 00 AM to 6 : 00 PM.
  • Adjusted Shifts : Shifts will be adjusted (e.G., 12 : 00 PM to 9 : 00 PM) on pre-informed Webinar Days to cover evening sessions.
  • Reporting To : Wealth Strategist (WC).

Key Responsibilities

A. Client Engagement & Strategy Session Coordination (70% Focus)

  • Webinar Follow-up (Attendees) : Immediately call webinar attendees to gather feedback, resolve preliminary doubts, and guide them to book a complimentary strategy meeting slot with the WC or the Senior Closer.
  • Webinar Follow-up (Non-Attendees) : For registered leads who did not attend, first educate them about the value of the webinar recording. A sales pitch is only executed if the client shows clear interest after consuming the recording.
  • Doubt Resolution : Handle minor client objections or questions directly over the phone to prepare them for the meeting or finalize the next steps without unnecessary escalation.
  • New Lead Contact : Promptly contact all inbound leads that arrive manually via Social Media / WhatsApp and educate them about the value of attending the Upcoming Webinar.

    • B. Webinar & Program Support (30% Focus)

  • Webinar Coordination : During live webinars, actively monitor and filter the Chat Box, relaying prioritized questions to the WC host.
  • Attendance Calls : Execute pre-webinar reminder calls using the WhatsApp API System to ensure high attendance and provide final Joining Details to registered leads.
  • Admin Work : Accurately record and update client data, manage the scheduling and allocation of all strategy meeting slots, and consolidate queries received via the CRM from all social media platforms.

    • Desired Candidate Profile

  • Experience : 6 to 24 months of relevant work experience is mandatory.
  • Industry Focus : Proven experience in Broking, Wealth Management, or Financial Services is strongly preferred .
  • Technical Skills : Working knowledge of CRM Systems (e.G., Zoho), WhatsApp API reminder systems , and Webinar Attendee Data management is essential.
  • Motivation : A strong drive to achieve meeting Booking Targets and maximize performance-based Incentives .
  • Skills : Must possess excellent Communication and Objection Handling abilities.

    • Role : Customer Engagement

    Industry Type :

    Financial Services (Broking)

    Department :

    Sales & Business Development

    Employment Type : Full Time, Permanent

    Role Category :

    Sales Support & Operations

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    Client Coordinator • Rājkot, Republic Of India, IN

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