Job Summary

We are looking for a customer-focused Customer Relationship Manager – Finance to manage customer relationships, generate current business opportunities, and promote financial products such as loans, insurance, investments, and other financial services.

Key Responsibilities

- Build and maintain strong relationships with existing and prospective customers.
- Understand customer financial requirements and recommend suitable products.
- Generate leads through calls, referrals, field visits, and other channels.
- Promote and sell financial products such as personal loans, business loans, insurance, credit cards, or investment products.
- Follow up with leads and customers to achieve monthly sales targets.
- Assist customers throughout the application and documentation process.
- Coordinate with internal teams for loan processing, verification, and disbursement.




- Maintain regular communication with customers and provide after-sales support.
- Ensure timely collection of required documents and information.
- Maintain customer records and update CRM systems.
- Handle customer queries, complaints, and service requests professionally.
- Ensure compliance with company policies and financial regulations.

Requirements

- Bachelor's degree in any discipline; finance, commerce, or business-related education is preferred.
- 1–4 years of experience in banking, NBFC, finance, insurance, or financial sales.
- Good communication and interpersonal skills.
- Strong customer-handling and negotiation skills.

Pay: ₹55,688.91 - ₹65,683.62 per month

Benefits:

- Provident Fund

Work Location: In person

📌 Customer Relationship Manager - Finance (India)
🏢 BlackBird Solutions
📍 India