Customer Relationship Manager

Building Services Design & Energy Institute - MEPa2z; Krishnagiri District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Tamil Nadu/Karnataka is seeking a motivated Customer Relationship Manager with a strong background in client management and financial products.

You will generate leads, advise on mutual funds and equity, collaborate with sales and marketing, monitor market trends, and ensure regulatory compliance including NISM certifications.

Qualifications

• Proven experience in customer relationship management, particularly in the financial services sector.
• Strong knowledge of lead generation techniques and strategies.
• Familiarity with mutual funds, equity markets, and relevant regulations.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Strong analytical skills to assess client needs and market opportunities.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Develop and maintain strong client relationships and provide tailored solutions.
• Generate leads through various channels and convert to long-term clients.
• Advise on mutual funds and equity investments to inform client options.
• Collaborate with sales and marketing to engage and retain clients.
• Monitor market trends and competitor activities for growth opportunities.
• Prepare and deliver client presentations on products and services.
• Ensure regulatory compliance, including NISM certifications.

Skills

CRM experience

Lead generation

Mutual funds knowledge

Equity investments knowledge

Communication skills

Analytical skills

Independent and team work

Job description

We are seeking a motivated and experienced Customer Relationship Manager to join our team in Karnataka or Tamil Nadu. The ideal candidate will have a strong background in customer relationship management, with a focus on lead generation and financial products such as mutual funds and equity. This role is crucial for maintaining and enhancing our client relationships, ensuring customer satisfaction, and driving business growth.

Key Responsibilities

• Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
• Generate leads through various channels and convert them into long-term clients.
• Provide expert advice on mutual funds and equity investments, ensuring clients are well-informed about their options.
• Collaborate with the sales and marketing teams to create strategies for customer engagement and retention.
• Monitor market trends and competitor activities to identify opportunities for growth.
• Prepare and deliver presentations to clients, showcasing our products and services.
• Ensure compliance with regulatory requirements, including NISM certifications.

Required Skills

• Proven experience in customer relationship management, particularly in the financial services sector.
• Strong knowledge of lead generation techniques and strategies.
• Familiarity with mutual funds, equity markets, and relevant regulations.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Strong analytical skills to assess client needs and market opportunities.
• Ability to work independently and as part of a team in a fast-paced environment.