Customer Relationship Manager-Offroll

Mahindra Finance; Jaipur; On-site; INR 350,000 - 500,000; Full time

Job summary

Mahindra Finance in Jaipur seeks a dynamic sales professional to generate leads and drive sales across financial products including fixed deposits, recurring deposits, mutual funds and insurance. The role emphasizes proactive customer engagement and revenue growth.

You will manage relationships with multiple stakeholders, identify cross-sell opportunities, and work to increase wallet share by delivering tailored financial solutions. 0–2 years CRM experience in retail lending is preferred.

Qualifications

• 0-2 years of CRM management experience in retail lending.
• Excellent relationship-building and stakeholder management abilities.

Responsibilities

• Generate leads and drive sales for FD, RD, Mutual Funds, Insurance, etc.
• Manage customer relationships through effective communication, ensuring high levels of satisfaction and retention.
• Identify new business opportunities by cross-selling products to existing customers.
• Develop strong relationships with clients to increase wallet share and product penetration.

Skills

Relationship-building

Stakeholder management

CRM experience

Job description

Roles and Responsibilities

• Generate leads and drive sales for FD, RD, Mutual Funds, Insurance, etc.

• Manage customer relationships through effective communication, ensuring high levels of satisfaction and retention.
• Identify new business opportunities by cross-selling products to existing customers.
• Develop strong relationships with clients to increase wallet share and product penetration.

Desired Candidate Profile

• Excellent relationship-building skills with ability to manage multiple stakeholders simultaneously.
• 0-2 years of experience in CRM management or related field (Retail Lending).