Marketing Executive

About the Role

We are looking for a dynamic and results-driven Marketing Executive to manage chat-based customer interactions and generate high-quality leads for financial services. The role involves engaging prospects through chat platforms, understanding their financial needs, and converting inquiries into qualified leads while maintaining excellent customer experience.

Key Responsibilities

• Handle inbound and outbound chat-based customer interactions across platforms (website chat, WhatsApp, social media, CRM tools).
• Engage potential clients, explain and identify their requirements.
• Generate and qualify leads for the sales team by collecting accurate customer information.
• Maintain timely follow-ups with prospects through chat and messaging channels.
• Achieve daily, weekly, and monthly lead generation targets.
• Update and manage customer data in CRM systems accurately.
• Coordinate with sales and marketing teams to improve conversion rates.
• Provide feedback on customer queries, objections, and market trends.

Requirements & Tech Stack

• Strong written communication skills in English (additional languages are a plus).
• Ability to persuade, negotiate, and build rapport with customers via chat.
• Basic understanding of financial products and services.
• Target-oriented mindset with strong attention to detail.
• Experience in financial services marketing, chat process, or lead generation is an advantage.
• Experience in marketing, customer engagement, chat support, or lead generation: 0–2 years.

Qualifications

• Bachelor’s degree in Marketing, Business, Finance, or a related field (preferred).
• Freshers with strong communication skills and interest in financial services may also apply.

What We Offer:

• Competitive salary + performance-based incentives
• Training on financial products and chat tools
• Career growth opportunities in financial services marketing
• Supportive and fast-paced work environment