Customer Relationship Manager
Mahindra Finance · Ajmer · onsite · Posted 57d ago
₹2.5L - ₹6.0L PA3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Role & 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.
Preferred candidate profile
- 3-6 years of experience in CRM management or related field (banking 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.
Sourced from naukri
Skills
Insurance SalesBanking ProductsMutual Funds SalesLoan SalesBanking SalesFinancial Products SalesFinancial SalesBancassurance Sales
About Mahindra Finance

Mahindra Finance
NBFC
25.3k+
employees
1991
35 years old
Mumbai, Maharashtra
India
₹2.5L – ₹6L 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
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