Customer Relationship Manager (CRM) - Retail Branch

We are looking for a dynamic and customer-focused Customer Relationship Manager (CRM) to join our Retail Branch team in Dehradun. The ideal candidate should have experience in Retail Banking, Life Insurance (LI), General Insurance (GI), Cross-Selling, and Customer Relationship Management.

Key Responsibilities:

• Acquire and manage relationships with retail banking customers.
• Promote and cross-sell Life Insurance, General Insurance, and other financial products.
• Achieve sales and business targets assigned by the branch.
• Identify customer needs and provide suitable financial solutions.
• Maintain high standards of customer service and customer retention.
• Generate leads through branch walk-ins, referrals, and existing customer database.
• Ensure compliance with company policies and regulatory requirements.
• Coordinate with branch teams to drive business growth and customer satisfaction.

Candidate Requirements:

• Graduation in any discipline.
• 6 months to 2 years of experience in Retail Banking, Bancassurance, Life Insurance, General Insurance, or Financial Services.
• Strong communication and relationship-building skills.
• Sales-oriented mindset with a customer-first approach.
• Ability to achieve targets and work in a fast-paced environment.

Preferred Candidate Profile:

• Experience in selling Life Insurance (LI), General Insurance (GI), Mutual Funds, or other banking products.
• Candidates from Retail Banking, NBFC, Insurance, or Financial Services backgrounds will be preferred.

Location: Dehradun
Position: Customer Relationship Manager (CRM)
Industry: Banking / Financial Services / Insurance