Customer Relationship Manager

Building Services Design & Energy Institute - MEPa2z; Mysuru; On-site; INR 900,000 - 1,200,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z seeks a Customer Relationship Manager with strong CRM experience in financial services to strengthen client relationships in Karnataka or Tamil Nadu. The role emphasizes lead generation, product guidance in mutual funds and equity, and collaboration with sales for growth.

Responsibilities include client relationship management, presenting solutions, and ensuring regulatory compliance, with emphasis on communication and market awareness to

Qualifications

• CRM experience in financial services sector required.
• Strong lead generation techniques and strategies expected.
• Knowledge of mutual funds and equity investments required.
• Understanding of equity markets and related regulations preferred.
• Regulatory knowledge and compliance awareness essential.
• Excellent communication and interpersonal skills to build client rapport.

Responsibilities

• Develop and maintain strong client relationships and tailor solutions.
• Generate leads through multiple channels and convert to long-term clients.
• Provide expert guidance on mutual funds and equity options for clients.
• Collaborate with sales and marketing to drive engagement and retention.
• Monitor market trends to identify growth opportunities.
• Prepare and deliver client presentations on products and services.
• Ensure regulatory compliance, including certifications where applicable.

Skills

CRM experience

Lead generation

Mutual funds

Equity markets

Regulatory knowledge

Communication skills

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.