Customer Relationship Manager
Smart Money Investment ConsultantsFixed
₹12,000 - ₹16,000
Earning Potential
₹16,000
Fixed
₹12,000 - ₹16,000
Earning Potential
₹16,000
Work from Office
Full Time
Min. 1 year
Basic EnglishJob highlights
27 applicants
Benefits include: Mobile Allowance, Internet Allowance
Job Description
Job Opening: Customer Relationship Manager
📍 Chandigarh (Sector 35C) | Wealth Management & Financial Advisory
We're Smart Money Investment Services — a Chandigarh-based wealth advisory firm helping families manage their investments for 17+ years. We're looking for a warm, confident Customer Relationship Manager to join our team.
What you'll do:
- Talk to clients over phone calls and handle their queries with confidence
- Manage client data using Google Sheets and Excel
- Use AI tools to work smarter and faster on daily tasks
- Coordinate with our team to keep client servicing smooth and on time
- Learn new tools, software, and compliance processes as we grow
What we're looking for:
- Very proficient in computers — fast and comfortable with daily use
- Hands-on experience with Google Sheets is a must
- Comfortable using AI tools, or eager to learn them
- Good communication skills and confidence talking to clients on calls
- B.Tech background preferred
- Prior experience in the financial sector is a plus, but not mandatory
- Ambitious and eager to learn new things — someone who wants to grow, not just work
- Quick learner who can pick up new software and processes with ease
📍 Candidates based in Chandigarh or nearby preferred. 📧 Interested? Send your resume to mis@smartmoneyinv.in
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Chandigarh to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Only Female candidates can apply for this job.
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