Client Success Manager

About the job

As a Client Success Manager, you will be the first point of contact for clients, ensuring a smooth customer experience and promoting Finofy’s financial products and services. This is a desk-based role with no fieldwork involved. Roles & Responsibilities • Connect with global clients through phone calls and chat to assist with queries. • Explain and convince clients about Finofy’s financial products and investment services. • Manage and update the CRM system, ensuring all client conversations and lead information are properly recorded. • Build strong client relationships by providing excellent customer support and timely follow-ups. • Achieve performance targets related to client acquisition and service quality. • Coordinate with internal teams to resolve client issues and enhance service delivery. Perks & Benefits 5 Days Working Desk Job – No Field Work Fast Career Growth: Promotion & Increment within 6 months (Performance-Based) Exposure to global markets like Malaysia & Singapore Who Can Apply? Fresh graduates or experienced candidates Good communication skills Basic understanding of finance (not mandatory) Self-motivated and target-oriented individuals Comfortable working in a performance-driven environment Skills: forex,inside sales,investment,communication,financial products,crm,investment advisory

Requirements

• forex
• inside sales
• investment
• communication
• financial products
• crm
• investment advisory

Qualifications

• Fresh graduates or experienced candidates
• Good communication skills

Preferred Technologies

• forex
• inside sales
• investment
• communication
• financial products
• crm
• investment advisory

Benefits

• 5 Days Working
• Desk Job – No Field Work
• Fast Career Growth: Promotion & Increment within 6 months (Performance-Based)
• Exposure to global markets like Malaysia & Singapore