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Customer Success Executive

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Onsite

Customer Success Executive

Symmetrical Global Search

Customer Success Executive

Skills

Business Development

25 days ago

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Important information


Contract type:

Permanent

Salary:

₹200,000 – ₹700,000 / year

Location:

Bengaluru, Karnataka, India

Work mode:

Onsite

Published on:

30 September 2026

What they need


Job Role: Sales / Business Development Executive Mutual Funds

Key Responsibilities:

  • Connect with potential and existing clients to generate leads and investment conversations.
  • Achieve monthly and quarterly business targets through proactive client engagement and follow-ups.
  • Understand client requirements and communicate confidently and professionally.
  • Handle basic client queries and maintain a positive customer experience.
  • Learn about mutual funds, investment products, and financial markets through training.
  • Complete the NISM Series V-A certification within the required timeline.

Requirements:

  • Bachelor’s degree in Finance or any relevant discipline. Other graduates with a strong aptitude for sales may also apply.
  • Freshers or candidates with up to 1 year of experience in sales, telecalling, customer service, or related roles.
  • Excellent communication skills in English and Hindi.
  • Confident, spontaneous, and comfortable working in a target-driven environment.
  • Basic knowledge of MS Office (Excel, Word & PowerPoint).
  • Interest in finance and investments.

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