Customer Relationship Manager

Mahindra Finance; Ajmer; On-site; INR 450,000 - 750,000; Full time

Job summary

Mahindra Finance in India seeks a CRM-focused professional to manage customer relationships and drive cross-selling across banking products. You will engage with diverse customers to understand needs and deliver tailored solutions.

The role emphasizes collaboration with internal teams to resolve issues, monitor market trends, and maintain high service quality while achieving sales targets. Ideal candidate has 3–6 years in CRM or banking, strong product knowledge, and proven ability to handle

Qualifications

• Experience in CRM management or related field (banking industry preferred).
• Strong understanding of banking products including fixed deposits, mutual funds, general insurance, and investment products.
• Excellent customer service skills with ability to handle complex queries from a diverse customer base.
• Proven track record of achieving sales targets through effective cross-selling techniques.

Responsibilities

• Manage customer relationships through effective communication to ensure satisfaction and retention.
• Identify cross-selling opportunities for banking products such as FDs, mutual funds, general insurance, and investments.
• Develop relationships with existing customers to increase wallet share and product penetration.
• Collaborate with internal teams to resolve complaints and improve service quality.
• Analyze market trends and competitor activity to stay ahead.

Skills

CRM management

Cross-selling

Customer service

Sales targets

Job description

Role & responsibilities

• Manage customer relationships through effective communication, ensuring high levels of satisfaction and retention.
  
• Identify cross-selling opportunities for banking products such as fixed deposits, mutual funds sales, general insurance sales, investment products, etc.
  
• Develop and maintain strong relationships with existing customers to increase wallet share and product penetration.
  
• Collaborate with internal teams to resolve customer complaints and improve overall service quality.
  
• Analyze market trends and competitor activity to stay ahead in the competitive landscape.

Preferred candidate profile

• 3-6 years of experience in CRM management or related field (banking industry preferred).
  
• Strong understanding of banking products including fixed deposits, mutual funds sales, general insurance sales, investment products etc. .
  
• Excellent customer service skills with ability to handle complex queries from diverse customer base.
  
• Proven track record of achieving sales targets through effective cross-selling techniques.