440 Job openings found

The Service Customer Relations Manager is responsible for maintaining high customer retention, customer satisfaction and monitoring customer complaints as well as contacting service customers after their visit to monitor quality control and satisfaction. Job Duties : Greets customers in a timely, friendly manner Think quickly on your feet and handle ambiguity Establish rapport and ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Role DescriptionAre you a dynamic sales expert with experience in fire, marine, Engineering & liability insurance product? We are looking for passionate individuals to drive growth in the SME insurance Market. Job Description – Business Development Meeting with corporate /institutional customers and assessing their insurance requirements, capture key demographics and present them with ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in our broking business. The ideal candidate will be responsible for driving business growth, providing strategic leadership, enhancing client engagement, and ensuring the successful execution of investment strategies and services. This is an exciting opportunity ...

Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...

Candidate should have good hands on Microsoft Office (Excel, PPT, Word, etc...) Langauges Required: English, Hindi, Gujarati Should have good expereince in email corrdination, Email Drafting Candidate should have good listening skills  He/ She will be responsible to draft at least 5000 - 7000 emails per month. A CRM plays a critical role in ensuring ...

Roles & Responsibility ? Check daily data of Sales of all product and software uploads.? Renewal Payment remainder to clients and follow-up.? Claim registration to settlement follow-up with the company.? Be in touch with companies we are working with for quotation   and product updates or any other updates.? Regular visits to ...

Job Role and Responsibilities:   Seek and acquire new client relationships by understanding the customers financial needs(working capital) and provide suitable solutions in terms of providing bank/NBFCs products and services  Manage the client relationships by handling activities ranging from identifying clients financial needs, advising and structuring the deal Liaison between Bank and client so ...

CRM JD: Post-Sales Communication Serve as the primary point of contact for customers from booking to possession. Provide regular updates and support throughout the post-sales lifecycle. Loan Processing Coordinate with banking partners for loan approvals, documentation, and disbursements. Prepare and manage essential documents including: Welcome emails Payment receipts Sale agreements Demand letters Bank NOCs ROCs Interest letters Debit/Credit notes Reminder letters Possession letters Customer Support Address and resolve ...