Customer Relationship Manager

Customer Relationship Manager (CRM)
Transparent Capital
EMPLOYMENT
TYPE
LOCATION
EXPERIENCE
INDUSTRY
Andheri East,
Mumbai
Unlisted Shares | Pre-IPO | Financial
Services
2+ Years
Full-Time
About the Role
Transparent Capital is looking for a dynamic and relationship-driven Customer Relationship Manager
(CRM) to connect with High-Net-Worth Individuals (HNIs), understand their investment requirements, and
assist them in investing in Unlisted Shares and Pre-IPO opportunities. The candidate will be responsible
for building long-term client relationships, generating sales, and ensuring a superior client experience.
Key Responsibilities

Connect with HNI clients through calls, meetings, referrals, and digital channels.

Understand clients' investment objectives and recommend suitable unlisted share and Pre-IPO
investment opportunities.

Generate revenue by selling unlisted equity and Pre-IPO investment products.

Build and maintain strong relationships with existing and prospective clients.

Regularly follow up with clients regarding new investment opportunities and market updates.

Manage the complete sales cycle from lead generation to investment closure.

Coordinate with internal teams to ensure smooth transaction execution.

Maintain accurate client records and interaction details in the CRM system.
Requirements

Bachelor's degree in Business, Finance, Marketing, or a related field.

2+ years of experience in Sales, Relationship Management, Wealth Management, Broking, Financial
Services, or Investment Advisory.

Strong communication, negotiation, and client relationship skills.

Experience dealing with HNI/UHNI clients will be preferred.

Knowledge of stock markets, unlisted shares, and Pre-IPO investments is an added advantage.
Key Skills
Client Relationship
Management
HNI Client Handling
Wealth Management
CRM Management
Sales & Business Development
Lead Conversion
Investment Advisory
Communication & Presentation
Skills
Negotiation & Closing
Transparent Capital | Andheri East, Mumbai