Marketing Manager

Job description

• Handle incoming client queries related to financial products and services across equity, derivatives, commodities, and currency markets.

• Make proactive outbound calls to clients for placing and assisting with financial transactions in various market segments.

• Provide operational assistance for clients, including processing and executing financial product transactions end to end.

• Independently manage client requirements, ensuring timely resolution of service needs and maintaining high service standards.

Roles and responsibilities

• Acquire and service clients for equity and derivative broking, mutual funds, and insurance products.​

• Generate brokerage revenue from both existing clients and newly activated clients.

• Offer customized investment advice aligned with client portfolios and their short-term and long-term financial goals.

• Build, maintain, and nurture strong client relationships to support sustainable business growth.

• Prepare and follow a weekly calendar for client meetings using the existing client database.

• Develop and implement strategies to convert inquiries and leads into active, revenue-generating clients.

• Send weekly engagement emails and updates to clients to keep them informed and connected.

• Organize monthly webinars or quarterly client interaction sessions to enhance engagement and education.​

• Encourage and manage client referrals, and collect feedback for continuous improvement in services.

• Activate inactive clients through structured re-engagement initiatives and follow-ups.

• It is a Full Time Sales / Business Development job for candidates with 1 - 2 years of experience.