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 solid 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.

📌 Customer Relationship Manager (Viraniya)
🏢 Mahindra Finance
📍 Viraniya