Customer Relationship Manager

A Customer Relationship Manager (CRM) acts as the vital link between a company and its clients, tasked with building and maintaining strong, long-lasting relationships to enhance customer satisfaction, retention, and loyalty. The CRM ensures that customer needs are understood and met, collaborating with sales, marketing, and support teams to create a...

Company DescriptionComplete Investment Solutions is a Wealth Management Company based in Bhopal. We specialize in creating, managing, and growing wealth, as well as planning economic welfare for families and individuals.Role DescriptionThis is a full-time on-site role for a Customer Relationship Management Specialist at Complete Investment Solutions. The...

Company DescriptionInsuranceDekho is an online platform that allows users to compare and buy insurance quotes from top-rated companies across various categories including Motor, Health, Life, and Travel insurance. The process of purchasing an insurance policy on InsuranceDekho is straightforward and user-friendly. Users select the type of policy, fill in the...

Job OverviewWe are looking for an experienced Relationship Manager – Wealth to manage and grow relationships with HNI, UHNI, and corporate clients. The role involves financial planning, portfolio management, and offering customized wealth solutions.Key ResponsibilitiesProvide end-to-end financial planning for HNI and corporate clients.Assess client risk...

RELATIONSHIP MANAGER - MAH - LAP Company Name – Muthoot Fincorp Limited Job Title – Relationship Manager, Secured & Unsecured Business Loans Grade – C2 Location – PAN India Reports to – Business Manager, Secured & Unsecured Business Loans Span Of Control – NA Job Purpose The purpose of the role is to deliver and execute...

Relationship Manager-Agri-Fin-Dealer Funding(DF) -Sales Grade- M2/M3 Role- Relationship Manager Job Description : Job Profile : ü Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English....

Job Title: Relationship ManagerLocation: BhopalSalary: ₹3.6 LPA – ₹4 LPAJob Summary:We are looking for a dynamic and result-oriented Relationship Manager to join our team, responsible for acquiring and managing Mutual Fund Sub-brokers/Agents. The role involves educating and supporting sub-brokers to grow their business, assisting in client servicing,...

This job is provided by Designation : Relationship ManagerTalk to customers about loans, credit cards, and insurance.Guide them in choosing suitable financial products.Help with application process and KYC.Work on leads to meet monthly targets.Support customers after product delivery.Candidate ProfileAny Graduate requiredFRESHERS OR MIN. 1 YEAR BFSI...

Education BackgroundGraduate/Post Graduate/MBA with atleast 3 years of experience from BFSI with strong Presentability and Knowledge of Markets (NISM XXI A and NISM XIII will be an added advantage)Work Experience3 Yrs+ of Sales experience, Preference to NISM Certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual...

Job Title: Relationship Officer – MSME / Housing LoanEmployment Type: Full-timeSalary & Benefits:CTC: Up to ₹25,000 per month (based on experience and last CTC)Additional Benefits: Fuel Allowance + Mediclaim + Term InsuranceQualification:Graduation (Any Stream) – MandatoryExperience:Minimum 1 year of relevant experience in MSME / LAP / Housing Loan /...