The CRM Executive is responsible for ensuring every prospective and existing client receives timely, professional, and personalized communication.
This role focuses on lead management, follow-ups, relationship building, client servicing, CRM hygiene, and supporting the sales process.
The objective is to improve conversion rates, client satisfaction, retention, and long-term relationships.
Roles And Responsibilities:-
Lead Management
Client Relationship
CRM Management
Follow-Up Management
Customer Service
Sales Support
Reporting(Maintain accurate records)
Required Skills:-
Excellent verbal communication
Skilled telephone etiquette
Skilled email writing
Listening skills And Problem-solving mindset
Relationship-building ability
Negotiation basics
Attention to detail
Patience
Professionalism
Technical Skills:-
CRM software
Microsoft Excel
Google Sheets
Email platforms
Calendar management
Document management
Basic reporting
Preferred Knowledge( Commerce Background People Preferred)
Financial products (preferred)
Mutual funds (preferred)
Investment basics (preferred)
Customer service principles
Sales process understanding
BASIC UNDERSTANDING AND KNOWLEDGE SHOULD BE THERE OF THE ABOVE TOPICS
Must be able to commute daily to our Greater Kailash Office.
Pay: Up to ₹40,000.00 per month
Work Location: In person
📌 Sales Executive South Delhi
🏢 GCIC FINSERVE
📍 South Delhi
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.