Relationship Management - Intern
Credvest India Pvt Ltd · Bengaluru · onsite · Posted 29d ago
Undisclosed0–1 yrsinternshipSourced from
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About this role
Job Summary
Key Responsibilities
Relationship Management
Lead Qualification Opportunity Identification
Lead Revival
Community Member Engagement
CRM Management
Internal Coordination
What We're Looking For
Must Have
Experience
Personality Traits
Why This Role Matters
Required Skills
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Relationship Manager - Credvest Circle
Experience: 1-2 years
Freshers: Candidates with relevant internships may apply
Location: Bengaluru
Department: Credvest Circle / Group Pre-Sales Community
Key Responsibilities
Relationship Management
- Build and maintain strong relationships with Credvest Circle members.
- Regularly connect with existing customers, prospects, referrers and network partners.
- Understand members current and future requirements.
- Maintain consistent and meaningful follow-ups.
- Act as a single relationship point for members across Credvest Group.
Lead Qualification Opportunity Identification
- Speak with existing and potential members to understand their requirements.
- Identify opportunities across Real Estate, Investments, Interiors and Hospitality.
- Qualify opportunities and connect them with the relevant Credvest business.
- Ensure smooth handover of qualified opportunities to the respective team.
Lead Revival
- Reconnect with lost, dormant and older leads.
- Understand why the original requirement did not convert.
- Explore current or future requirements.
- Identify whether the member may have a requirement across another Credvest business.
Community Member Engagement
- Onboard new members into Credvest Circle.
- Explain the Circle proposition and member benefits.
- Share relevant opportunities, events and experiences.
- Communicate with members through calls, WhatsApp and email.
- Build a strong and engaged member network.
- Encourage relevant referrals from existing members.
CRM Management
- Maintain accurate member and lead information in the CRM.
- Record conversations, requirements, preferences and follow-up dates.
- Ensure all opportunities are properly documented before handover.
- Maintain strong CRM hygiene and follow-up discipline.
Internal Coordination
- Coordinate with teams across Real Estate, Investments, Interiors and Hospitality.
- Connect members with the relevant business teams.
- Follow up on opportunities after handover to ensure continuity.
- Continue to maintain the relationship even after the transaction is handed over.
What We're Looking For
Must Have
- Excellent verbal and written communication skills
- Confident and comfortable speaking with customers and professionals.
- Strong interpersonal and relationship-building skills.
- Good listening and questioning ability.
- Ability to understand customer requirements and identify relevant opportunities.
- Strong follow-up and organisational skills.
- Comfortable using WhatsApp, email, Excel/Google Sheets and CRM tools.
- Professional, confident and presentable.
Experience
1-2 years of experience in relationship management, pre-sales, business development, customer success, community management, hospitality, real estate or a similar customer-facing role.
Freshers can apply if they have completed relevant internships in sales, business development, customer success, community management, hospitality, real estate or related fields.
Personality Traits
- People-oriented
- Naturally conversational
- Curious and a good listener
- Persistent without being pushy
- Organised and consistent with follow-ups
- Comfortable interacting with different types of people
- Quick to learn about multiple businesses
- Professional and dependable
Why This Role Matters
This is not a conventional telecalling role. You will help build the Credvest Group community by turning individual interactions into long-term relationships and connecting people with the right opportunities across the Group. One Group. One Relationship. Many Opportunities.
Required Skills
- Sales
- customer handling
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
crmCommunity Managementcustomer successCustomer HandlingHospitalityReal EstateGoogle SheetsBusiness DevelopmentRelationship ManagerCommunication SkillsSalesCRM ToolsLead QualificationTelecallingRelationship Management
About Credvest India Pvt Ltd
Credvest India Pvt Ltd
Real Estate
39
employees
2018
8 years old
Bangalore / Bengaluru, Karnataka
India
₹8L PA avg
Avg at Credvest India Pvt Ltd
About
Credvest is a financial technology company focused on investment and wealth management solutions. It provides digital platforms that simplify investing, portfolio tracking, and financial planning for individuals and businesses. The firm leverages technology to enhance transparency, accessibility, and efficiency in financial services, aiming to empower users with smarter investment decisions.
Industries
Real Estate
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Culture
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Work-life
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