Role & responsibilities The Customer Relationship Manager is responsible for managing customer relationships, driving business targets, and ensuring operational compliance at the branch level. This role focuses on achieving product-specific goals, maintaining audit standards, and delivering superior customer service while adhering to regulatory and process requirements.

Preferred candidate profile

- Drive ACH activation for customers as per defined targets.
- Ensure desired audit ratings and timely ATR submission in the audit portal.
- Maintain DWM discipline through daily reporting and adherence to operational standards.
- Handle exceptions related to KFS upload and CSS creation within defined TAT.
- Achieve fee-based business targets (MI, HI, AFC)



and investment business targets (FD, MF).
- Deliver loan business targets (PAPQ, Suvidha, Wheels Loan) as per annual plans.
- Ensure timely PDD updation (RC, Invoice, Insurance) within SLA.
- Improve QRC resolution within TAT to enhance customer satisfaction.
- Ensure timely file movement/dispatch to RMC before the 20th of the next month.
- Provide personalized service to customers and resolve queries promptly.
- Support Branch Head in achieving overall branch business and compliance objectives.

📌 Customer Relationship Manager_ Off Role (Gurugram)
🏢 Mahindra Finance
📍 Gurugram