Customer Acquisition Specialist

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

Engage with prospective customers through calls, virtual meetings, and other communication channels. Understand customer requirements and recommend suitable solutions. Build strong relationships with potential customers and address their queries effectively. Follow up with leads and convert them into successful sales. Meet and exceed individual sales targets and performance metrics. Maintain accurate records of customer interactions and sales activities in CRM systems. Collaborate with internal teams to ensure a seamless customer experience. Stay updated on product offerings, industry trends, and competitor activities

Infosec Ventures incubates and scales cyber security innovators that solve for inefficiencies in cyber security, solve big problems and deliver exceptionally high return on investment for customers. IV is on a mission to make the world cyber safe, by protecting systems and the ‘human operating system’. Some notable current ventures include humanfirewall.io, emailauth.io, bugsbounty.com, securityrating.com among others.

Role: Customer Success Associate

Employment Mode: 5 days, Work from office

Location: Gurgaon, Sector-18

Requirements:

• Candidates having exposure to the Cybersecurity industry will be preferred not mandatory.
• Past experience in working with Advanced Excel and in making powerful presentations will be a plus.
• We welcome candidates with a range of degrees and backgrounds, though sustained success with a significant volume of analytic and quantitative coursework is required.
• Any bachelor's or master's degree in engineering, Operations Management/Research, MIS, Management Science, Applied Mathematics, Statistics or Econometrics will be entertained.

Roles:

• Developing and managing client portfolios.
• Analyzing customer data to improve customer experience.
• Hold product demonstrations for customers & improve onboarding processes.
• Mediate between clients and the organization to achieve end goals.
• Handling and resolving customer requests and complaints.
• Minimize customer churn to increase customer retention.

● Handle inbound and outbound leads and convert them into paid enrollments ● Conduct detailed counselling sessions to understand learner goals and recommend the right program ● Drive the complete sales cycle: lead qualification → demo → follow-ups → closure ● Maintain high conversion rates and meet revenue targets ● Manage CRM updates, track leads, and ensure timely follow-ups ● Coordinate with operations and support teams for the smooth onboarding of learners ● Build strong relationships with prospects to improve trust and conversion

Revenue Generating and Account Management Role

1. Building New Corporate Accounts- Reaching out to Corporate through various channels and pitching BookEventz Services based on their Event related requirements

2. On-boarding new Corporate Accounts and getting registered as preferred vendors their Event related requirements

3. Generating Event enquiries from the Corporate Accounts and working in coordination with the Supply team to help them book Venues and other services for their Events

4. Upselling/Cross-Selling our Event related services based on Corporate Requirement

5. Maintaining relationship with the existing Corporate and get repeat business from them

Requirements

We are looking for a young and energetic person who:

• Has excellent communication and negotiation skills.

• Is target oriented with sharp business acumen.

• Ability to take up ownership.

• Should have a go-getter attitude.

• Willingness to travel within the city.

• Ability to multi-task, manage deadlines, and handle pressure in a fast-paced environment.

• Prior corporate sales experience in hospitality

• Identify and approach potential customers through field visits, cold calling, and referrals.
• Generate new leads and convert prospects into customers.
• Conduct regular client meetings and product/service presentations.
• Build and maintain strong relationships with existing and potential customers.
• Understand customer requirements and recommend suitable solutions.
• Follow up with leads and maintain an active sales pipeline.
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Job description

Job Title: Academic Counsellor Inside SalesCompany: Infinity Learn by Sri Chaitanya Job Description

As an Academic Counsellor Inside Sales, you will be responsible for interacting with prospective students and parents, understanding their academic requirements, and guiding them toward the right educational programs offered by Infinity Learn.The role requires excellent communication skills, a target-oriented mindset, and the ability to build strong customer relationships through outbound calling, counselling, demo booking, and sales conversion.

Key Roles & Responsibilities

• Make outbound calls to approximately 150200 prospective leads on a regular basis.
• Connect with prospective students and parents through calls and virtual interactions.
• Understand the academic requirements and needs of students and parents.
• Counsel parents and students regarding available courses, program benefits, and learning opportunities.
• Book online live demo sessions with interested parents and students.
• Coordinate with parents to confirm their availability for the scheduled demo session.
• Conduct online live demo sessions with the parent along with their child, explaining the program, features, benefits, and learning approach.
• Follow up regularly with interested leads after demo sessions.
• Handle customer queries and objections professionally.
• Convert qualified leads into enrollments/admissions and achieve assigned sales targets.
• Maintain customer data and update sales records/CRM regularly.
• Coordinate with internal teams to ensure smooth onboarding and post-sales support.
• Contribute to overall revenue growth by achieving individual and team targets.

Eligibility Criteria

• Graduation is Mandatory.
• Freshers with strong communication skills and an interest in sales can also apply.
• Prior experience in Inside Sales / Telesales / EdTech Sales will be an added advantage.
• Strong communication, convincing, counselling, and negotiation skills required.
• Candidate should possess a personal laptop and stable internet connection.
• Self-motivated, target-driven, and comfortable with outbound calling and sales targets.

Salary & Benefits

• Attractive Fixed Salary
• Performance-Based Incentives
• Career Growth Opportunities
• Professional Sales Training & Development
• Dynamic and Growth-Oriented Work Environment

Working Details

• Working Days: Tuesday to Sunday
• Fixed Week Off: Monday
• Work Timings: 11:00 AM to 9:00/9:30 PM
• Work Mode: Work From Office

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Role Description:

The role is a full-time, on-site position based in our HSR Layout, Bengaluru office. The tele sales professional will conduct outbound and inbound calls to engage potential and existing clients, present Life Designer’s services, and convert leads into opportunities.

Day-to-day tasks include understanding client needs, explaining service offerings, updating CRM records, and following up on prospects to close sales. The role also involves coordinating with internal teams, providing clear communication to clients, and maintaining high standards of customer experience.

Qualifications:

• Strong Sales skills with the ability to generate leads, pitch services, and close deals over the phone.
• Excellent Communication abilities, including clear verbal communication, active listening, and professional phone etiquette.
• Customer Service and Customer Support skills to handle inquiries, resolve basic issues, and build long-term client relationships.
• Experience in Training or a willingness to learn sales scripts, product knowledge, and tele sales best practices.
• Proven experience in tele-sales, inside sales, or a similar client-facing role, preferably in tech, digital, or service industries.
• Comfort using CRM tools, call tracking systems, and basic productivity software.
• Ability to work in a fast-paced environment, meet targets, and manage multiple leads simultaneously.

Minimum educational qualification: A high school diploma; a bachelor’s degree in business, marketing, or related fields is an advantage.

Sales Representative

We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This

individual will contribute to the attainment of lead acquisition and conversion goals by engaging in

calls, collaborating with channel partners, visiting prospective clients in-person and generating

interest while qualifying prospects.

Responsibilities:

1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and

initiating initial discussions with the relevant channel head.

2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to

assess their qualification.

3. Handling both inbound and outbound calls to evaluate lead qualifications.

4. Comprehending client requirements and effectively presenting product

offerings.

5. Qualifying leads and forwarding them to the respective stakeholders.

Requirements:

1. Demonstrated expertise in handling incoming and outgoing calls.

2. 0 to 1 years of sales experience, preferably in the Fintech sector.

3. Proven track record in successful lead generation.

B2B sales experience is essential.

4. Fundamental knowledge of business banking and lending products.

5. Proficient in managing a high volume of calls daily with a strong phone

presence.

6. Familiarity with CRM systems, such as Freshworks or equivalent.

7. Exceptional verbal and written communication skills.

Effective listening and presentation capabilities.

8. Ability to multitask, prioritize, and efficiently manage time.

9. Previous experience in a financial organization is

advantageous.