CRM Executive
1 Nos.
124051
Full Time
1.0 Year(s) To 2.0 Year(s)
2.00 LPA TO 2.50 LPA
BFSI, Investments & Trading
Investment Banking / Venture Capital / Private Equity
Any - Any Graduation
Job Description:
Key Responsibilities
- Manage and update customer information in the CRM system accurately.
- Handle customer enquiries, requests and complaints via phone , email and watsapp.
- ensure timely follow ups with existing and prospective clients.
- Coordinate with sales, operations,and finance teams to resolve customer issues.
- Track customer interactions and prepare regular CRM and MIS reports.
- Support client onboarding and documentation process.
- Maintain strong relationships with customers to improve retention and satisfaction.
- Identify customer needs and escalate opportunities to the sales/relationship team.
Key Skills :
Company Profile
This platform serves as a comprehensive wealth management and financial consultancy firm, specializing in personalized investment strategies for high-net-worth individuals and families. With a team of certified financial planners, chartered accountants, and independent advisors, they offer tailored solutions encompassing mutual funds, insurance, tax planning, and portfolio management services. Their client-centric approach focuses on aligning financial goals with strategic investment plans, ensuring long-term wealth growth and security.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.