M
Mahindra Finance
Customer Relationship Manager (CRM)
Skills
CRM
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹350,000 – ₹475,000 / year
Work mode:
Onsite
Published on:
18 August 2026
What they need
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
- 3-7 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.
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