CRM Executive

Job Title: CRM Executive
Department: Sales & Client Relations
Industry: Stock & Wealth Management
Location: Yellareddyguda,Ameerpet, Hyderabad
Reporting To: Business Head

Job Summary:

We are looking for a proactive and detail-oriented CRM Executive to join our growing stock and wealth management firm. The ideal candidate will support franchise operations, drive client engagement through data-driven insights, and manage the entire customer relationship lifecycle. You will play a pivotal role in enhancing customer loyalty and streamlining internal sales processes, while also being active in social and professional networks.

Key Responsibilities:

Franchise Support:

• Act as the point of contact for franchise partners, ensuring smooth communication, operational support, and issue resolution.
• Collaborate with franchise teams to align CRM initiatives with local strategies and business needs.

Data Insights & CRM Management:

• Build and maintain a comprehensive client data repository to enable personalized engagement.
• Leverage CRM tools to analyze customer behavior and provide data-driven insights that guide loyalty and retention strategies.
• Generate regular reports on customer engagement, retention, and feedback metrics.

Sales Forecasting & Reporting:

• Assist in forecasting sales and revenue projections using CRM and market data.
• Monitor and report on lead conversion rates, sales pipeline, and performance metrics.

Lead Management & Process Efficiency:

• Own the lead management process—from acquisition to conversion—with accurate tracking and follow-ups.
• Help streamline sales processes and provide tools, scripts, and data that increase productivity across sales teams.

Customer Experience & Journey Tracking:

• Map and track the customer journey to identify pain points and opportunities for improvement.
• Collect and act on customer feedback to continuously enhance the client experience.

Team Building & Collaboration:

• Work cross-functionally with sales, marketing, compliance, and operations teams to ensure a unified customer experience.
• Identify, recruit, and train freelancers or sales executives, ensuring alignment with company values and client goals.

Networking & Social Media Engagement:

• Attend local business networking events to build brand visibility and foster client relationships.
• Be active on platforms like LinkedIn to engage with prospects, share company content, and build a professional network.

Requirements:

• Education: Bachelor's degree in Business, Finance, Marketing, or related field. MBA is a plus.
• Experience: 1-2 years in CRM, customer success, or sales support, preferably in financial services or wealth management.
• Industry Knowledge: Basic to good understanding of stocks, mutual funds, and investment products is highly desirable.
• Technical Skills: CRM software (e.g., Zoho, Salesforce), MS Excel, data analysis tools.
• Soft Skills:
• Excellent communication and negotiation skills.
• Strong team-building and collaborative approach.
• Analytical mindset with a customer-first attitude.

Bonus Skills:

• Familiarity with SEBI regulations and financial advisory services.
• Experience working with franchise models in the finance domain.
• NISM Certified.

Job Type: Full-time

Pay: ₹300,000.00 - ₹500,000.00 per year

Benefits:

• Cell phone reimbursement
• Leave encashment

Work Location: In person