Customer Relationship Manager (CRM)

Mahindra Finance; Dahod, Godhra, Vadodara; On-site; INR 100,000 - 140,000; Full time

Job summary

Mahindra Finance is seeking a CRM professional to manage customer relationships through effective communication, ensuring high levels of satisfaction and retention. You will identify cross-selling opportunities for banking products such as fixed deposits, mutual funds, general insurance, and other investment products.

Collaborating with internal teams to resolve complaints and improve service quality, you will analyze market trends and competitor activity to stay ahead in a competitive landscape

Qualifications

• Experience in CRM management or banking context.
• Ability to handle diverse customer queries with care.
• Proven track record of achieving sales targets through cross-selling.
• Strong understanding of banking products and investment options.

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.

Skills

CRM management

Customer service

Cross-selling

Banking products

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

• 1-4 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.