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

**Job Summary**:
**Key Responsibilities**:
**Franchise Support**:

- Act as the point of contact for franchise partners, ensuring smooth communication, operational support, and issue resolution.
- Collaborate with franchise teams to align CRM initiatives with local strategies and business needs.

**Data Insights & CRM Management**:

- Build and maintain a comprehensive **client data repository** to enable personalized engagement.
- Leverage CRM tools to analyze customer behavior and provide **data-driven insights** that guide loyalty and retention strategies.
- Generate regular reports on customer engagement, retention, and feedback metrics.

**Sales Forecasting & Reporting**:

- Assist in **forecasting sales and revenue projections** using CRM and market data.
- Monitor and report on lead conversion rates, sales pipeline, and performance metrics.

**Lead Management & Process Efficiency**:

- Own the **lead management process**—from acquisition to conversion—with accurate tracking and follow-ups.
- Help streamline sales processes and provide tools, scripts, and data that increase productivity across sales teams.

**Customer Experience & Journey Tracking**:

- Map and track the **customer journey** to identify pain points and opportunities for improvement.
- Collect and act on **customer feedback** to continuously enhance the client experience.

**Team Building & Collaboration**:

- Work cross-functionally with sales, marketing, compliance, and operations teams to ensure a unified customer experience.
- **Identify, recruit, and train freelancers or sales executives**, ensuring alignment with company values and client goals.

**Networking & Social Media Engagement**:

- Attend **local business networking events** to build brand visibility and foster client relationships.
- Be active on platforms like **LinkedIn** to engage with prospects, share company content, and build a professional network.

**Requirements**:

- **Education**: Bachelor's degree in Business, Finance, Marketing, or related field. MBA is a plus.
- **Experience**: 2-4 years in CRM, customer success, or sales support, preferably in financial services or wealth management.
- **Industry Knowledge**: Basic to good understanding of **stocks, mutual funds, and investment products** is highly desirable.
- **Technical Skills**: CRM software (e.g., Zoho, Salesforce), MS Excel, data analysis tools.
- **Soft Skills**:

- Excellent **communication and negotiation** skills.
- Strong **team-building** and **collaborative** approach.
- Analytical mindset with a customer-first attitude.

**Bonus Skills**:

- Familiarity with SEBI regulations and financial advisory services.
- Experience working with franchise models in the finance domain.
- NISM Certified.

**Benefits**:

- Cell phone reimbursement
- Leave encashment

Pay: ₹25,000.00 - ₹32,027.61 per month

**Benefits**:

- Cell phone reimbursement
- Paid sick time

**Experience**:

- Private equity: 2 years (required)

Work Location: In person

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