Customer Relationship Manager

Job Description

We are looking for a customer-focused and target-oriented Customer Relationship Manager to manage client relationships and support sales activities in the Banking, Financial Services & Insurance sector. The ideal candidate should have at least 1 year of experience with knowledge of B2B sales, insurance, and mutual fund products.

Key Responsibilities

• Build and maintain strong relationships with existing and potential clients.
• Understand customer financial requirements and recommend suitable products.
• Handle B2B sales and develop new business opportunities.
• Promote insurance and mutual fund products to customers.
• Generate leads and follow up with prospective clients.
• Achieve assigned sales and revenue targets.
• Provide regular product information and assistance to customers.
• Maintain accurate customer and sales records.
• Handle customer queries and resolve service-related concerns.
• Coordinate with internal teams for smooth processing of customer requests.
• Conduct regular follow-ups to improve customer retention and sales.
• Prepare sales and customer relationship reports.

Eligibility Criteria

• Education: Graduate
• Experience: Minimum 1 Year
• English: Basic English
• Preferred Industry: Banking, Financial Services & Insurance

Required Skills

• Customer Relationship Management
• B2B Sales
• Insurance Sales
• Mutual Fund Sales
• Lead Generation
• Client Handling
• Sales & Business Development
• Customer Retention
• Communication Skills
• Follow-up & Negotiation
• Target Achievement

Shift

• Day Shift (Full-Time)

Salary

• ₹30,000 – ₹50,000 per month
• Fixed Salary: ₹30,000 – ₹40,000
• Performance Incentive: Up to ₹10,000

Benefits

• Performance-Based Incentives
• Professional Work Environment
• Career Growth Opportunities
• Banking & Financial Services Exposure
• Customer Relationship Management Experience
• Skill Development Opportunities