CRM

Role & responsibilities

Key Responsibilities:

• Manage and update investor leads and customer information in the CRM.
• Follow up with potential and existing investors through calls, WhatsApp, and email.
• Track leads, follow-ups, conversions, and investment status.
• Maintain accurate investor records and prepare regular CRM reports.
• Coordinate with the investment and sales teams for lead conversion.
• Build strong and professional relationships with investors.
• Ensure timely follow-up on enquiries and investment opportunities.
• Handle investor queries and coordinate with the concerned team for resolution.
• Achieve assigned follow-up and conversion targets.

Requirements:

• 13 years of experience in CRM, telecalling, customer relationship management, sales, or investment-related roles.
• Excellent communication and interpersonal skills.
• Good knowledge of MS Excel and CRM software.
• Strong follow-up and negotiation skills.
• Target-oriented and self-motivated.
• Ability to handle multiple leads and maintain accurate records.
• Prior experience in investment/financial services will be an advantage.

What We Offer:

• Competitive salary
• Performance-based incentives
• Growth opportunities
• Professional and supportive work environment

Languages- English, Tamil,( Hindi, Malayalam, Telugu Preferred First)