Myfinvest
Website:
myfinvest.in
Job details:
We are hiring a Customer Engagement & Growth Manager in Pune.
This is an orchestrator role for someone who can build customer engagement through thoughtful financial education, campaigns, workshops, and meaningful conversations.
You will work closely with the founders, product team, advisory team, external agencies, and calling support teams to design and drive engagement campaigns across email, WhatsApp, calls, social media, and community events.
We are looking for someone who can think deeply, communicate well, coordinate strongly, and convert customer education into qualified business interest. This is not a basic marketing or telecalling role — it is a high-ownership role at the center of our customer engagement engine.
Customer Engagement & Growth Manager
Location: Pune
Work Mode: Hybrid — approx. 60% office / 40% field, workshops, events, and customer engagement
Function: Customer Engagement, Content, Campaigns, Community Outreach, Lead Nurturing
Compensation: Better than industry standards for the right candidate
About the Role
We are looking for a Customer Engagement & Growth Manager to build and drive meaningful engagement with our existing and prospective customer base.
This is a role for someone who can combine content thinking, customer conversations, campaign execution, event coordination, and relationship nurturing. The person will help us create thoughtful financial education, run engagement campaigns across email, WhatsApp, calls and events, and generate qualified interest for our advisory and financial planning services.
This is not a routine marketing or telecalling role. It is an orchestrator role where you will be the central owner responsible for designing, coordinating, executing, and tracking customer engagement initiatives. External design agencies, telecallers, content support, and internal teams may support you as campaigns progress, but the ownership of driving outcomes will sit with you.
Key Responsibilities
1. Customer Engagement & Re-activation
- Design structured engagement journeys for customers, past customers, and prospects.
- Reach out through email, WhatsApp, calls, and event invitations.
- Understand customer interests, financial concerns, and possible needs.
- Build warm, trust-led conversations around financial well-being.
- Identify customers who may need support in financial planning, taxation, insurance, investments, loans, or broader family financial decisions.
- Create qualified interest and hand over warm opportunities to the sales or advisory team with proper context.
2. Content & Financial Education
- Create and co-create thoughtful finance-related content for social media, WhatsApp, email campaigns, and workshops.
- Convert product, advisory, and founder insights into simple, engaging, customer-friendly communication.
- Develop content around themes such as behavioral finance, family money decisions, insurance gaps, tax planning, investment mistakes, loan decisions, and the financial impact of delayed decisions.
- Ensure the content is practical, research-backed, and relevant — not generic or superficial.
3. Campaign Orchestration
- Plan and drive campaigns across email, WhatsApp, phone outreach, social media, and events.
- Define campaign objectives, target audience, messaging, follow-up flow, and success metrics.
- Coordinate with external designers, content agencies, telecallers, and internal teams where required.
- Track responses, customer interest, follow-ups, and handovers.
- Review campaign performance and continuously improve future campaigns.
4. Customer Conversations & Lead Qualification
- Speak with customers and prospects over calls or in person.
- Explain our offering in a simple, credible, and consultative manner.
- Understand the customer’s need at a high level.
- Record conversation notes and customer context clearly.
- Schedule follow-up discussions with the sales or advisory team.
- Ensure interested customers are followed up with properly and not lost.
5. Workshops, Events & Community Engagement
- Organize small, high-quality engagement events such as housing society workshops, corporate financial wellness sessions, community sessions, and customer education events.
- Coordinate with societies, corporates, community representatives, and internal teams.
- Run invitation and enrollment campaigns for workshops.
- Manage registrations, reminders, logistics, attendance, and post-event follow-ups.
- Support founders, advisors, or speakers during sessions.
- Generate qualified interest from workshop participants.
What Success Looks Like
You will be successful in this role if you are able to:
- Build regular and meaningful customer engagement.
- Improve brand recall and trust.
- Create thoughtful financial education content.
- Run structured campaigns across email, WhatsApp, calls, and events.
- Increase participation in workshops and sessions.
- Generate qualified leads for the advisory or sales team.
- Coordinate effectively with internal and external support teams.
- Create repeatable customer engagement processes.
Ideal Candidate Profile
We are looking for someone with 3–7 years of experience in customer engagement, growth, relationship management, content marketing, community building, inside sales, financial services marketing, or similar roles.
The ideal candidate should have:
- Strong written and spoken communication skills.
- Comfort with customer calls and in-person conversations.
- Ability to write clear, thoughtful, and engaging content.
- Interest in personal finance, behavioral finance, investments, insurance, taxation, loans, or family financial planning.
- Experience running email, WhatsApp, calling, or event-based campaigns.
- Strong coordination and follow-up discipline.
- Ability to work with founders, advisors, product teams, external agencies, and telecalling support.
- Comfort with CRM tools, spreadsheets, email tools, WhatsApp Business tools, and basic campaign tracking.
Prior experience in financial services, wealth management, insurance, fintech, edtech, community management, or premium customer-facing services will be helpful but is not mandatory.
What This Role Is Not
This is not just a social media posting role.
This is not a pure telecalling role.
This is not a routine marketing coordinator role.
This is not a role where someone only waits for instructions.
This is a high-ownership role for someone who can think, co-create, coordinate, execute, and own customer engagement outcomes.
Why Join Us
- Work closely with the founders and senior team.
- Build a customer engagement function from the ground up.
- Work on meaningful financial education, not generic marketing content.
- Learn deeply about family financial planning, behavioral finance, and customer decision-making.
- Get support from internal teams, external agencies, and calling teams as campaigns scale.
- Take ownership of campaigns, events, content, and customer engagement journeys.
- Attractive compensation for the right candidate.
Location & Work Style
This role is based in Pune and will be hybrid in nature.
The expected split is approximately:
- 60% office-based work for planning, content, campaigns, calling, and internal coordination.
- 40% field or external work for workshops, society sessions, corporate events, community meetings, and customer engagement activities.
- Some weeks may involve organizing or attending 1–2 workshops, customer sessions, or community events.
Click on Apply to know more.