CRM Executive
2 days ago
**Position**: CRM Executive
**Location**: [Your Location]
**Industry**: Stock Broking & Investments
**Experience**: 2-4 Years (in stock broking / trading / financial services CRM)
**About the Role**
We are looking for a **Client Relationship Management (CRM) Executive** with proven experience in the **stock broking and investment sector**. The role involves managing client onboarding, servicing, and retention while ensuring compliance with SEBI norms.
**Key Responsibilities**
- Manage **client onboarding**, account opening (Demat & trading), and documentation.
- Handle client queries related to **equity, derivatives, mutual funds, and investment platforms**.
- Maintain client records in CRM software and ensure **regular follow-ups**.
- Ensure **100% compliance with KYC, AML, and SEBI regulations**.
- Coordinate with sales and advisory teams to deliver an excellent client experience.
- Build and maintain **long-term client relationships**.
**Requirements**:
- **Mandatory: NISM Certification (Series VII / VIII / Equity Derivatives / Research Analyst)**.
- 2-4 years of experience as **CRM / Client Servicing Executive in stock broking, wealth management, or investment advisory**.
- Strong knowledge of **capital markets, trading platforms (NSE/BSE/MCX), and Demat accounts**.
- Familiarity with **compliance norms, and SEBI guidelines**.
- Excellent communication & interpersonal skills (ability to handle HNIs and retail clients).
- Proficiency in MS Office & CRM tools (Zoho, Salesforce, or broking CRMs).
**Why Join Us?**
- Work in a fast-growing **stock broking & investment firm**.
- Direct exposure to **capital markets & trading platforms**.
- Attractive salary + performance incentives.
- Career growth with opportunities for **advanced certifications**.
Pay: ₹22,000.00 - ₹25,000.00 per month
**Benefits**:
- Leave encashment
- Paid sick time
**Experience**:
- Stock Broking: 2 years (required)
License/Certification:
- NISM VIII certification (required)
Work Location: In person
**Speak with the employer**
+91 9063151406
Application Deadline: 16/09/2025
-
CRM Executive
13 hours ago
Hyderabad, Telangana, India ELANCE PHARMA Full timeJob Title: CRM executive - Perfume/aroma industry Work Location: Jubilee Hills, Hyderabad compensation: Monthly - 30,000 INR Timings-10am-7pm Job Overview: We are seeking a CRM executive in the perfume industry for 2 to 3 yrs experience who plans and implements strategies to attract and retain customers, and to increase brand...
-
CRM Executive
4 days ago
Hyderabad, Telangana, India lakshya HR solution Full timeWe have an urgent requirement of a CRM Executive, at our Bangalore office. Please find the required details. - **Language - **English, Telugu, Kannada (Telugu & English fluency is mandatory) - **Experience** - 0-6 months in Customer Support - **Location** - Bangalore (BTM Layout) - **Package** - 18,000/ - **Age** - below 25 yrs - **Gender** - Male / Female -...
-
CRM Executive
2 days ago
Ameerpet, Hyderabad, Telangana, India 79th East Pvt Ltd Full time**Job Title**:CRM Executive** **Department**: Sales & Client Relations **Industry**: Stock & Wealth Management **Location**: Yellareddyguda,Ameerpet, Hyderabad **Job Summary**: **Key Responsibilities**: **Franchise Support**: - Act as the point of contact for franchise partners, ensuring smooth communication, operational support, and issue resolution. -...
-
CRM Executive
13 hours ago
Ameerpet, Hyderabad, Telangana, India 79th East Pvt Ltd Full time**Job Title**:CRM Executive** **Department**: Sales & Client Relations **Industry**: Stock & Wealth Management **Location**: Yellareddyguda,Ameerpet, Hyderabad **Reporting To**: Business Head **Job Summary**: **Key Responsibilities**: **Franchise Support**: - Act as the point of contact for franchise partners, ensuring smooth communication, operational...
-
CRM Executive
6 days ago
Hyderabad, Telangana, India JLL Full timeJLL supports the Whole You, personally and professionally. A Customer Relationship Management (CRM) Executive in the residential building sector typically manages relationships between the property development or management company and its customers (residents, prospective buyers, or tenants) CRM Executive What’s your ambition? Is it a big goal or small...
-
CRM Executive
4 days ago
Osmannagar , Hyderabad, Telangana, India Nextgen Property Adviser Pvt Ltd Full timeJob Title: CRM Executive Company Name: NextGen Property Adviser Project Name: Divine Space Job Location: Tellapur Experience: 0 to 1 Years **Roles & Responsibilities** - Coordinating with customers in their sales documentation. - Coordinate with bank and assist clients in loan documentation and process. - Handling customer grievances - related to...
-
CRM Executive
1 week ago
Hyderabad, Telangana, India Krishna dental pvt ltd Full timeWe are a leading chain of Dental Hospitals based out of Hyderabad and are looking to hire a CRM associate to help with running it and maintaining our CRM. The following are the responsibilities of this role but are not limited. - Monitory leads flow and follow up with new leads. - Call leads and prospective customers and book appointments. - Be the go to...
-
CRM Executive
4 days ago
Madhapur, Hyderabad, Telangana, India LEADSPACE Full time**Job Title**: CRM Executive **Company**: Leadspace (Outdoor Advertising) **Location**: Madhapur, Hyderabad **Salary**: ₹20,000 - ₹25,000 per month **Experience**: Minimum 1 Year **Joining**: Immediate joiners preferred **Key Responsibilities**: - Manage day-to-day client interactions and maintain long-term relationships. - Maintain and update...
-
CRM Executive
2 days ago
Jubilee Hills, Hyderabad, Telangana, India Incarved interio pvt ltd Full timeA CRM (Customer Relationship Management) Junior role primarily involves assisting in managing customer relationships and supporting the CRM team in executing strategies to enhance customer satisfaction and retention. - **Excel Data Management** - Organizing and maintaining customer data, reports, and metrics.Using Excel to input, organize, and maintain...
-
CRM Executive
4 days ago
Hyderabad, Telangana, India Sree Nivasam Infra LLP. Full time**Location**: Hyderabad, Madhapur **Employment Type**: Full-time **Job Summary**: **Key Responsibilities**: - Handle **post-sales communication** with clients, including payment follow-ups, project updates, and documentation. - Maintain and update client details in the CRM software. - Coordinate with **sales, accounts, and site teams** for project-related...