Customer Support Associate

Fincart Finvest; Sector 10; On-site; INR 300,000 - 540,000; Full time

Benefits offered by this job

5-Day Work Week

Comprehensive training

Recognition rewards

Collaborative culture

Mentorship from pros

Job summary

Fincart Finvest is seeking a Client Success Associate (Lead Qualifier) to be the first point of contact for registered leads, engaging with prospects and connecting them to our Wealth Management team. You will qualify leads, schedule meetings with Financial Advisors, and nurture relationships to drive conversions.

The role suits those who enjoy building client engagement, working with CRM tools, and thriving in a target-driven environment within a fast-growing financial services firm in India.

Qualifications

• Graduate in any discipline.
• Freshers with strong communication skills welcome.
• 3 years experience in Telecalling, Client Engagement, Lead Qualification, Customer Support, Inside Sales, or Pre-Sales.
• Excellent verbal communication skills in English and Hindi.
• Strong interpersonal, listening, and relationship-building abilities.
• Customer-centric mindset with a professional attitude.
• Proficient with CRM systems, Google Workspace, and MS Office.
• Ability to work in a target-driven, fast-paced environment.

Responsibilities

• Connect with registered and prospective customers via inbound and outbound calls.
• Qualify leads from digital campaigns, webinars, referrals, workshops, and other marketing initiatives.
• Assess customer requirements and readiness to engage with advisory teams.
• Schedule Google Meet appointments with Financial Advisors and Wealth Managers.
• Follow up to nurture leads and improve conversion rates.
• Maintain CRM records of interactions, appointment status, and follow-up activities.
• Coordinate with Sales and Marketing to ensure a seamless customer experience.
• Meet daily calling, lead qualification, and appointment targets.
• Gather feedback to improve lead quality and engagement processes.

Skills

Telecalling

Lead Qualification

Customer Engagement

Inside Sales

Pre-Sales

CRM Proficiency

Communication Skills

Bilingual English/Hindi

Education

Bachelor's degree

Tools

CRM systems

Google Workspace

Microsoft Office

Job description

About Fincart

Fincart is one of India's leading wealth management organizations, dedicated to helping individuals achieve their financial goals through personalized financial planning and investment solutions. With a presence across multiple cities and a team of 170+ professionals, we combine technology, expertise, and customer-centricity to deliver exceptional financial experiences.

At Fincart, we foster a culture of continuous learning, innovation, and growth, empowering our employees to build rewarding careers in the financial services industry.

Role Overview

We are looking for an enthusiastic and customer-focused Client Sucess Associate (Lead Qualifier) to join our team. As the first point of contact for prospective clients, you will play a key role in engaging with registered leads, understanding their requirements, and connecting them with our Wealth Management team.

This position is ideal for candidates who enjoy interacting with people and are interested in building a career in Client Engagement, Pre-Sales, and Wealth Management.

Key Responsibilities

• Connect with registered and prospective customers through inbound and outbound calls.
• Qualify leads generated through digital campaigns, webinars, referrals, workshops, and other marketing initiatives.
• Understand customer requirements and assess their readiness to engage with our advisory team.
• Schedule Google Meet appointments with Financial Advisors and Wealth Managers.
• Conduct timely follow-ups to nurture leads and improve conversion rates.
• Maintain accurate records of customer interactions, appointment status, and follow-up activities in the CRM.
• Coordinate with Sales and Marketing teams to ensure a seamless customer experience.
• Meet daily calling, lead qualification, and appointment scheduling targets.
• Gather customer feedback and share insights to enhance lead quality and engagement processes.

Desired Candidate Profile

• Graduate in any discipline.
• Freshers with excellent communication skills are encouraged to apply.
• 03 years of experience in Telecalling, Client Engagement, Lead Qualification, Customer Support, Inside Sales, or Pre-Sales.
• Excellent verbal communication skills in English and Hindi.
• Strong interpersonal, listening, and relationship-building abilities.
• Customer-centric mindset with a positive and professional attitude.
• Comfortable working with CRM systems, Google Workspace, and Microsoft Office applications.
• Ability to work in a target-driven and fast-paced environment.

Why Join Fincart?

• 5-Day Work Week.
• Opportunity to work with one of India's fastest-growing wealth management organizations.
• Comprehensive training and continuous learning opportunities.
• Recognition and rewards for high performers.
• Supportive, collaborative, and performance-driven work culture.
• Learn directly from experienced professionals in the financial services industry.

If you are passionate about engaging with people, creating meaningful customer experiences, and building a successful career in financial services, we would love to hear from you!