Customer Relationship Executive -Rajkot(Wealth-Finance)
OMONEY CAPITALRājkot, Republic Of India, IN1 day ago
Job descriptionWebinar 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. 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. 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.
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)
B. Webinar & Program Support (30% Focus)
Desired Candidate Profile
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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Customer Relationship Executive • Rājkot, Republic Of India, IN
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