CRM Executive
1 week ago
Job Title: CRM Executive
Department: Sales & Client Relations
Industry: Stock & Wealth Management
Location: Yellareddyguda,Ameerpet, Hyderabad
Job Summary:
We are looking for a proactive and detail-oriented CRM Executive to join our growing stock and wealth management firm. The ideal candidate will support franchise operations, drive client engagement through data-driven insights, and manage the entire customer relationship lifecycle. You will play a pivotal role in enhancing customer loyalty and streamlining internal sales processes, while also being active in social and professional networks.
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.
Job Type: Full-time
Benefits:
- Cell phone reimbursement
- Leave encashment
Job Type: Full-time
Pay: ₹25, ₹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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