Customer Relationship Manager

Customer Relationship Manager (CRM)

Location:

Indore , Vijay Nagar Metro Tower
Full-Time | On-site

Company Overview:

We are a growing financial planning and wealth management firm dedicated to helping clients achieve their financial goals through mutual fund investments, insurance planning, and personalized portfolio management. We are looking to onboard a committed and smart Customer Relationship Manager to maintain and enhance our client servicing standards.

Key Responsibilities:

• Client Servicing: Actively manage relationships with existing clients, ensuring timely responses, clarity, and support.
• Insurance Coordination: Handle insurance-related tasks like follow-ups, documentation, renewals, and support.
• Portfolio Review Scheduling: Regularly schedule and coordinate client portfolio review meetings with internal advisors.
• Client Data Management: Maintain and update client profiles, documents, and preferences on internal systems/portals.
• Follow-Ups: Ensure timely follow-ups with clients for renewals, investments, KYC, or any service-related updates.
• Portal Handling: Operate and manage client portals (Mutual Fund/Insurance/CRM software) efficiently.

Skills & Qualifications:

• Comfortable using financial/CRM portals and basic financial software.
• Strong communication and interpersonal skills – polite, respectful, and clear.
• Ability to remain calm and proactive in handling difficult or urgent client situations.
• Proficiency in MS Excel and writing professional emails.
• Fluent in English with confidence in verbal and written communication.
• Good presence of mind with a client-first approach and attention to detail.

Preferred Qualifications:

• Bachelor’s degree in commerce/finance/related field (MBA preferred but not mandatory).
• Prior experience in financial services, insurance, or wealth management is a plus.
• 1–3 years of experience in client servicing or CRM roles is desirable.

What We Offer:

• Supportive and ethical work culture.
• Exposure to wealth and insurance advisory business.
• Learning and growth opportunities in the financial services industry.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹23,000.00 per month

Benefits:

• Paid time off

Schedule:

• Fixed shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 7879074740