As a Customer Relationship Management (CRM) Manager at FundingSkool, you will be the primary bridge between the platform and our premium investors. Your mission is to simplify the complex world of unlisted shares, build long-term trust, and ensure a seamless transaction experience—from initial interest to the transfer of shares into the client's Demat account.
Key Responsibilities
- Portfolio Advisory: Proactively communicate with clients regarding new unlisted opportunities, IPO news, and updates on companies.
- Lead Management: Convert inbound inquiries into active investors by explaining the risk-reward profile of the unlisted market.
- Onboarding & Compliance: Guide clients through the KYC process and ensure all documentation for share transfers (DIS/CMR copies) is accurate and compliant with SEBI guidelines.
- Relationship Retention: Maintain regular touchpoints with existing HNIs to provide valuation updates on their current holdings and suggest diversification.
- Market Intelligence: Stay updated on the latest "Grey Market Premium" (GMP) trends and financial performance of unlisted entities to answer technical queries.
- Dispute Resolution: Act as the first point of contact for any issues regarding payment cycles or share credit timelines.
Experience: 0 month to 6 months in Wealth Management, Stock Broking, or Fintech.
Communication: Exceptional verbal and written skills; ability to explain complex financial jargon simply.
What We Look For
- Patience & Integrity: The unlisted market can be volatile and opaque; we need someone who prioritizes transparency over a quick sale.
- Proactive Hustle: You don’t just wait for the phone to ring; you reach out when you see a market movement that benefits your client.
Why Join Us?
- Be at the forefront of the rapidly growing Indian Pre-IPO ecosystem.
- Interact with high-profile investors and industry leaders.
- Performance-based incentives that reward high-value relationship building.
Job Type: Full time
Pay: ₹10,000.00 - ₹15,000.00 per month
Work Location: In person
📌 Customer Relationship Manager (CRM) (India)
🏢 FundingSkool
📍 India
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