Here is what you Should Be We are looking for a proactive smart and highly presentable Client Relations Associate to join our growing Stock Wealth Management firm The ideal candidate will support franchise operations strengthen client engagement through data-driven insights and manage the full customer relationship lifecycle This role is critical in enhancing customer loyalty improving internal sales efficiency and expanding our network through proactive social and professional engagement Key ResponsibilitiesFranchise Support Act as the primary point of contact for franchise partners ensuring smooth communication operational support and timely issue resolution Collaborate with franchise teams to align CRM initiatives with local strategies and business needs Data Insights CRM Management Build and maintain a comprehensive client data repository to enable personalized engagement Use CRM tools to analyze customer behavior and generate insights for client retention and loyalty Prepare regular reports on customer engagement retention rates and feedback Sales Forecasting Reporting Assist in forecasting sales and revenue projections using CRM and market analytics Track and report lead conversions sales pipeline movement and performance metrics Lead Management Process Efficiency Own the lead management cycle from acquisition to conversion with accurate tracking and follow-ups Help streamline sales processes and create tools scripts and systems to improve sales productivity Customer Experience Journey Tracking Map customer journeys to identify gaps pain points and improvement opportunities Collect and act on customer feedback to enhance overall client satisfaction Team Building Collaboration Work closely with sales marketing compliance and operations to ensure seamless customer experiences Identify onboard and train freelancers or sales executives ensuring they align with company values Networking Social Media Engagement Attend local business networking events to enhance brand visibility and build client relationships Actively engage on LinkedIn by sharing company content interacting with prospects and strengthening the professional network Job Types Full-time Permanent Pay Up to 33 000 00 per month Advantages Cell phone reimbursement Internet reimbursement Leave encashment Education Bachelor s Preferred Experience Financial Market 3 years Preferred Language English and Telugu Hindi is a Required License Certification Exp in the finance domain NISM cert Preferred Location Ameerpet Hyderabad Telangana Preferred Work Location In person

📌 Relationship Manager (Telangana)
🏢 79th East
📍 Telangana