Customer Relationship Manager

2 - 5 years

2 - 5 Lacs

Posted:6 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Roles and Responsibilities

  • Identify cross-sell opportunities for products such as Motor Insurance, Health Insurance, Fixed Deposits, and SIPs to existing customers.
  • Visit existing and potential customers to promote and sell financial products such as:
  • Heath & Motor Insurance
  • Fixed Deposits (FDs)
  • Systematic Investment Plans (SIPs)
  • Build and maintain strong, long-term relationships with clients.
  • Identify customer needs and suggest appropriate financial products through effective cross-selling techniques.
  • Meet or exceed monthly and quarterly sales targets.
  • Conduct financial planning sessions with clients to understand their goals and offer tailored investment solutions.
  • Provide after-sales support and resolve any product-related queries.
  • Maintain records of sales, leads, and customer interactions using CRM tools.
  • Stay updated on product knowledge, market trends, and competitor offerings.

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Mahindra Finance logo
Mahindra Finance

Financial Services

Mumbai

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