KOTA · FULLTIME
Customer Relationship Manager (CRM)

Mahindra Finance
Kota · onsite · Posted 4d ago
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₹3.5L - ₹4.8L PA3–5 yrsfulltimeKota
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Section · 01
About this role
Roles and Responsibilities
- Manage customer relationships through effective communication, ensuring high levels of satisfaction and retention.
- Identify cross-selling opportunities for banking products such as fixed deposits, mutual funds sales, general insurance sales, investment products, etc.
- Develop and maintain strong relationships with existing customers to increase wallet share and product penetration.
- Collaborate with internal teams to resolve customer complaints and improve overall service quality.
- Analyze market trends and competitor activity to stay ahead in the competitive landscape.
Desired Candidate Profile
- 3-5 years of experience in CRM management or related field (banking/NBFC industry preferred).
- Strong understanding of banking products including fixed deposits, mutual funds sales, general insurance sales, investment products etc. .
- Excellent customer service skills with ability to handle complex queries from diverse customer base.
- Proven track record of achieving sales targets through effective cross-selling techniques.
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Section · 02
Skills
Cross SellingSIPInvestment ProductsMutual FundsBusiness DevelopmentMFWealth ManagementFDSalesFinancial ServicesfinanceNBFCPersonal LoansInsurance
Section · Company
About Mahindra Finance

Mahindra Finance
NBFC
25.3k+
employees
1991
35 years old
Mumbai, Maharashtra
India
₹3.5L – ₹4.8L PA
This role
About
Mahindra Finance is a one stop solution for all your financial needs. Explore our various offerings like vehicle loans, SME loans, Fixed Deposit, Mutual Funds, Insurance and many more.
Industries
NBFCFinancial ServicesAnalytics & KPO
Employees rate it well for
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