Customer Relationship Manager (CRM)

Mahindra Finance; Dabhoi, Bodeli; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Mahindra Finance is seeking a proactive CRM professional in India to manage customer relationships, enhance satisfaction, and drive retention. You will collaborate across teams to deliver superior service and leverage cross-selling opportunities for banking products.

The role emphasizes building wallet share by offering fixed deposits, mutual funds, general insurance, and investment products while staying responsive to customer needs and market trends.

Qualifications

• 3-7 years of experience in CRM management or related field, preferably in banking.
• Strong understanding of banking products such as FDs, mutual funds, general insurance, and investment products.
• Excellent customer service skills with ability to handle complex queries from diverse customers.
• Proven track record of achieving sales targets through cross-selling.

Responsibilities

• Manage customer relationships through effective communication, ensuring satisfaction and retention.
• Identify cross-selling opportunities for banking products and drive wallet share.
• Develop and maintain relationships with existing customers to increase product penetration.
• Collaborate with internal teams to resolve complaints and improve service quality.
• Analyze market trends and competitor activity to stay ahead in the market.

Skills

CRM management

Customer service

Cross-selling

Relationship management

Job description

Roles and 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.

Desired Candidate Profile

• 3-7 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.