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Customer Relationship Manager

4 weeks ago

Bilaspur CT IN ASHISH BIMAWALA Full time

Customer Relationship Manager Company Ashish Bimawala IMF Pvt Ltd Job Type Full-time About the Role Ashish Bimawala IMF Pvt Ltd is looking for an experienced and motivated Customer Relationship Manager who can drive business growth by promoting financial products acquiring new clients and delivering an exceptional customer experience The ideal candidate should have strong industry knowledge in Mutual Funds Stock Market products Life Insurance and Health Insurance along with a proven track record in sales and relationship management Key Responsibilities 1 Client Acquisition Business Development Identify approach and acquire potential clients for financial and insurance products Promote a wide range of offerings including mutual funds stock market products life insurance and health insurance Conduct joint calls and follow-ups to convert prospects into long-term clients 2 Relationship Management Build and maintain strong trust-based relationships with new and existing clients Ensure client satisfaction resolve queries and support clients in making informed financial decisions Improve customer retention through consistent engagement and high-quality service 3 Sales Strategy Target Achievement Develop and execute effective sales strategies to achieve monthly quarterly and annual business targets Track analyze and optimize sales performance across assigned product categories 4 Reporting Coordination Maintain accurate records of client interactions sales activities and conversions Prepare regular performance reports for senior management Coordinate with back-office teams for documentation compliance and customer support Required Skills Qualifications Minimum 3-4 years of experience in sales or relationship management within a reputed financial services insurance or investment organization In-depth knowledge of Mutual Funds Stock Market investment products Life Insurance Health Insurance Strong communication negotiation and interpersonal skills Proven ability to meet or exceed sales targets Ability to build long-term client relationships based on trust and service quality Good understanding of documentation compliance and financial advisory practices Why Join Us Opportunity to grow with a trusted financial services organization Performance-based incentives and growth opportunities Supportive work environment and strong leadership Job Types Full-time Permanent Pay 25 000 00 - 30 000 00 per month Education Master s Required Experience Customer relationship management 3 years Required Work Location In person