Customer Success Manager

🔍 About the Role:We are looking for a motivated and customer-focused customer success Financial Sales Advisor 💰 to join our dynamic team! You’ll play a critical role in helping clients reach their financial goals 🏦 by offering tailored financial products, services, and advice 💡. If you have a passion for sales and finance, this is the role for you!

• 🛠 Responsibilities:🤝 Build strong client relationships through trust and integrity
• 📊 Understand clients’ financial needs and recommend suitable solutions
• 💬 Conduct sales presentations and financial consultations
• 📝 Assist clients with investment, insurance, and savings products
• 📈 Meet and exceed sales targets and KPIs
• 📅 Maintain regular contact with clients for reviews and updates
• 📚 Stay informed about market trends and financial products
• ✅ Requirements:🎓 Bachelor’s degree in Finance, Business, or related field
• 🧠 Strong understanding of financial products and services
• 🗣 Excellent communication and interpersonal skills
• 🧮 Proven sales experience in finance or banking is a plus
• 💼 Professional certifications (e.g., CFP, CFA) are advantageous
• 💻 Proficient in CRM tools and Microsoft Office Suite
• 🎯 What We Offer:💵 Competitive base salary + attractive commissions
• 📚 Ongoing training and professional development
• 🚀 Career advancement opportunities
• 🏖 Paid time off and comprehensive benefits package
• 👏 Supportive and inclusive team environment