Client Success Manager

Bellcurve Broking Private Limited; Thane; On-site; INR 500,000 - 900,000; Full time

Benefits offered by this job

2 Saturdays Off + All Sundays Off

Desk Job – No Field Work

Performance-Based Incentives & Career

Job summary

Finofy Technologies is hiring a Client Success Manager to manage international client relationships from Thane/Mumbai. You will guide onboarding, explain products, and ensure smooth account opening and CRM data handling.

The role focuses on client acquisition, retention, and delivering service excellence. The ideal candidate is a confident communicator with knowledge of financial markets, strong follow-up skills, and a self-motivated, target-driven mindset.

Qualifications

• Graduate / Freshers or experienced candidates.
• Good communication skills in english.
• In-depth financial-market knowledge preferred.
• Strong follow-up and customer-handling skills.
• Self-motivated and target oriented.

Responsibilities

• Handle international clients via calls and chat.
• Explain company products, services, and processes using approved information.
• Support client onboarding and account-opening processes.
• Manage leads, follow-ups, and client information in CRM.
• Build strong client relationships and resolve service queries.
• Achieve assigned client acquisition and business targets.

Skills

English proficiency

Customer handling

Follow-ups

CRM usage

Financial market knowledge

Education

Graduate degree

Tools

CRM software

Job description

Client Success Manager – Finofy Technologies

Location: Thane, Mumbai

Job Type: Full-Time

Shift: 6:30 AM – 3:30 PM

Industry: Financial Services

About Finofy

Finofy Technologies is a financial-services-focused company serving clients across international markets including Malaysia and Singapore. We focus on client engagement, financial-market information, customer support, and business development.

Key Responsibilities

• Handle international clients through calls and chat.
• Explain company products, services, and processes using approved information.
• Support client onboarding and account-opening processes.
• Manage leads, follow-ups, and client information in CRM.
• Build strong client relationships and resolve service queries.
• Achieve assigned client acquisition and business targets.

Requirements

• Follow company policies and applicable compliance requirements.
• Graduate / Freshers or experienced candidates.
• Good communication skills in english
• In-depth financial-market knowledge preferred.
• Strong follow-up and customer-handling skills.
• Self-motivated and target oriented.

Benefits

• Experience in same field preferred
• 2 Saturdays Off + All Sundays Off
• Desk Job – No Field Work
• Performance-Based Incentives & Career Growth
• International Client Exposure
• Training Provided for Freshers

Skills: sales,financial services,english,communication skills,client acquisition,customer