Customer Relationship Manager (CRM) Location: Indore , Vijay Nagar Metro Tower Full-Time | On-site Company Overview: We are a growing financial planning and wealth management firm dedicated to helping clients achieve their financial goals through mutual fund investments, insurance planning, and personalized portfolio management. We are looking to onboard a committed and smart Customer Relationship Manager to maintain and enhance our client servicing standards. Key Responsibilities: Client Servicing: Actively manage relationships with existing clients, ensuring timely responses, clarity, and support. Insurance Coordination: Handle insurance-related tasks like follow-ups, documentation, renewals, and support. Portfolio Review Scheduling: Regularly schedule and coordinate client portfolio review meetings with internal advisors. Client Data Management: Maintain and update client profiles, documents, and preferences on internal systems/portals. Follow-Ups: Ensure timely follow-ups with clients for renewals, investments, KYC, or any service-related updates. Portal Handling: Operate and manage client portals (Mutual Fund/Insurance/CRM software) efficiently. Skills & Qualifications: Comfortable using financial/CRM portals and basic financial software. Strong communication and interpersonal skills – polite, respectful, and clear. Ability to remain calm and proactive in handling difficult or urgent client situations. Proficiency in MS Excel and writing professional emails. Fluent in English with confidence in verbal and written communication. Good presence of mind with a client-first approach and attention to detail. Preferred Qualifications: Bachelor’s degree in commerce/finance/related field (MBA preferred but not mandatory). Prior experience in financial services, insurance, or wealth management is a plus. 1–3 years of experience in client servicing or CRM roles is desirable. What We Offer: Supportive and ethical work culture. Exposure to wealth and insurance advisory business. Learning and growth opportunities in the financial services industry. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹23,000.00 per month Benefits: Paid time off Schedule: Fixed shift Supplemental Pay: Performance bonus Yearly bonus Language: English (Preferred) Work Location: In person Speak with the employer +91 7879074740