Client Services Associate

Job Overview

We are seeking a proactive and target-oriented Appointment Setter to engage with exisitng and prospective clients and schedule appointments for their Relationship Managers. The ideal candidate should possess strong communication skills, excellent relationship-building abilities, and a customer-centric approach.

Key Responsibilities

• Contact prospective clients through company-provided leads, referrals, and marketing campaigns.
• Build rapport and establish professional relationships with prospects.
• Qualify leads and schedule appointments for RMs.
• Conduct timely follow-ups to maximize appointment confirmations and attendance.
• Maintain accurate records of client interactions and appointment status in CRM systems.
• Coordinate effectively with RMs and internal teams.
• Meet daily, weekly, and monthly calling and appointment-setting targets.
• Ensure a positive and professional client experience throughout the engagement process.

Required Skills & Qualifications

• Excellent verbal communication skills in English, Hindi, and Gujarati.
• Strong relationship-building and interpersonal skills.
• Influencing and persuasion abilities.
• Appointment scheduling and coordination skills.
• Strong follow-up and client engagement capabilities.
• Ability to work in a target-driven environment.
• Basic computer proficiency and familiarity with MS Office applications.

Preferred Qualifications

• Fresh Graduates with excellent communication skills are encouraged to apply.
• Experience in appointment setting, customer service, lead generation, sales support, or client servicing is preferred.
• Familiarity with CRM software and lead management systems will be an added advantage.
• Prior exposure to Wealth Management, Financial Services, Insurance, Banking, or related industries will be preferred.

Key Performance Indicators (KPIs)

• Number of client interactions conducted.
• Number of qualified appointments scheduled.
• Appointment confirmation and attendance ratio.
• Lead-to-appointment conversion rate.
• Follow-up completion rate.
• Monthly target achievement.
• Accuracy of CRM updates and records maintenance.