Customer Relationship Manager (CRM) - Retail Branch

Mahindra Finance; Dehradun; On-site; INR 300,000 - 450,000; Full time

Job summary

Mahindra Finance in Dehradun is seeking a dynamic Customer Relationship Manager to join our Retail Branch team. The role focuses on building strong relationships with retail banking customers and promoting Life Insurance, General Insurance, and other financial products.

The ideal candidate has 6 months to 2 years of experience in Retail Banking or Financial Services, excellent communication, and a sales-oriented mindset.

Qualifications

• Graduation in any discipline.
• 6 months to 2 years of experience in Retail Banking, Bancassurance, Life Insurance, General Insurance, or Financial Services.
• Strong communication and relationship-building skills.
• Sales-oriented mindset with a customer-first approach.
• Ability to achieve targets and work in a fast-paced environment.

Responsibilities

• Acquire and manage relationships with retail banking customers.
• Promote and cross-sell Life Insurance, General Insurance, and other financial products.
• Achieve sales and business targets assigned by the branch.
• Identify customer needs and provide suitable financial solutions.
• Maintain high standards of customer service and customer retention.
• Generate leads through branch walk-ins, referrals, and existing customer database.
• Ensure compliance with company policies and regulatory requirements.
• Coordinate with branch teams to drive business growth and customer satisfaction.

Skills

Retail Banking

Relationship Skills

Sales Strategy

Communication

Education

Graduation in any discipline

Job description

We are looking for a dynamic and customer-focused Customer Relationship Manager (CRM) to join our Retail Branch team in Dehradun. The ideal candidate should have experience in Retail Banking, Life Insurance (LI), General Insurance (GI), Cross-Selling, and Customer Relationship Management.

Key Responsibilities:

• Acquire and manage relationships with retail banking customers.
• Promote and cross-sell Life Insurance, General Insurance, and other financial products.
• Achieve sales and business targets assigned by the branch.
• Identify customer needs and provide suitable financial solutions.
• Maintain high standards of customer service and customer retention.
• Generate leads through branch walk-ins, referrals, and existing customer database.
• Ensure compliance with company policies and regulatory requirements.
• Coordinate with branch teams to drive business growth and customer satisfaction.

Candidate Requirements:

• Graduation in any discipline.
• 6 months to 2 years of experience in Retail Banking, Bancassurance, Life Insurance, General Insurance, or Financial Services.
• Strong communication and relationship-building skills.
• Sales-oriented mindset with a customer-first approach.
• Ability to achieve targets and work in a fast-paced environment.

Preferred Candidate Profile:

• Experience in selling Life Insurance (LI), General Insurance (GI), Mutual Funds, or other banking products.
• Candidates from Retail Banking, NBFC, Insurance, or Financial Services backgrounds will be preferred.

Location: Dehradun
Position: Customer Relationship Manager (CRM)
Industry: Banking / Financial Services / Insurance