Customer Relationship Management Executive

2 weeks ago

Hyderabad, India 79th East Pvt Limited Full time

Job Summary:

We are seeking a proactive and detail-oriented
CRM Executive
to join our dynamic stock and
wealth management firm.
The ideal candidate will play a key role in supporting franchise operations, enhancing client engagement through data-driven insights, and managing the full customer relationship lifecycle. This position is crucial in strengthening customer loyalty and streamlining sales operations, while also building a professional network through social media and offline engagement.

Key Responsibilities:

Franchise Support

  • Serve as the primary point of contact for franchise partners, providing operational support and resolving queries.
  • Collaborate with franchise teams to align CRM strategies with localized business objectives.

Data Insights & CRM Management

  • Build and manage a comprehensive client database for targeted engagement.
  • Analyze customer behaviour using CRM tools to generate actionable insights that drive retention and loyalty.
  • Generate periodic reports on engagement, retention, and client feedback
    .

Sales Forecasting & Reporting

  • Assist in developing accurate sales and revenue forecasts based on CRM and market data.
  • Track lead
    conversion rates and maintain a detailed sales pipeline report.

Lead Management & Process Optimization

  • Manage the entire lead lifecycle—from acquisition to conversion—with precise documentation and timely follow-up.
  • Support sales teams with scripts, tools, and insights that improve operational efficiency.

Customer Experience & Journey Tracking

  • Monitor customer journeys to identify bottlenecks and areas for improvement.
  • Gather and act on feedback to enhance overall client experience.

Team Building & Internal Collaboration

  • Work cross-functionally with sales, marketing, operations, and compliance teams to deliver a unified customer experience.
  • Assist in identifying, recruiting, and onboarding freelancers or field executives, ensuring they are aligned with company culture and client objectives.

Networking & Social Media Engagement

  • Attend local business events to strengthen brand presence and build new client relationships.
  • Maintain an active professional presence on platforms like
    LinkedIn
    to connect with potential leads and share relevant content.

Requirements:

Education:

  • Bachelor's degree in Business, Finance, Marketing, or a related field. MBA preferred.

Experience:

  • 3–5 years in CRM, customer success, or sales support roles—preferably within financial services or wealth management.

Industry Knowledge:

  • Basic to strong understanding of investment products like stocks, mutual funds, and market behavior.

Technical Skills:

  • Hands-on experience with CRM platforms (e.g., Zoho, Salesforce).
  • Proficiency in MS Excel and data analysis tools.

Soft Skills:

  • Excellent verbal and written communication skills.
  • Strong collaboration and team management abilities.
  • Analytical mindset with a client-centric approach.

Bonus Skills:

  • Knowledge of SEBI regulations and compliance in financial advisory services.
  • Experience working within a franchise-based business model.
  • NISM Certification is an added advantage.

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