CRM / Partner Relationship Executive

Industry: Mutual Funds, Insurance & Financial Services

Department: Partner / Sub-Broker Support

Employment Type: Full-Time

About the Role

We are looking for a proactive and responsible CRM / Partner Relationship Executive who will act as the single point of contact for our Sub-Brokers, Advisors and Business Partners.

The primary responsibility of this role is to ensure that every partner receives timely support, regular updates and smooth coordination for their Mutual Fund, Insurance and other financial services business.

This is not merely a back-office position. We are looking for someone who takes complete ownership of partner queries from initiation to final resolution.

Key Responsibilities

- Act as the dedicated point of contact for assigned Sub-Brokers / Business Partners.
- Handle partner queries through calls, WhatsApp and email in a professional manner.
- Coordinate Mutual Fund transactions including SIP, Lumpsum, Redemption, Switch, STP, SWP, KYC, Mandates and related servicing requests.
- Coordinate Insurance proposals, renewals, policy servicing and other partner requirements with the concerned team.
- Follow up with partners for pending documents and information.
- Coordinate with internal Mutual Fund, Insurance, Claims and Operations teams for timely completion of requests.
- Maintain a proper tracker of all open, pending and completed cases.
- Provide proactive status updates to partners without waiting for them to follow up.
- Ensure queries and service requests are resolved within defined turnaround times.
- Escalate delayed or complicated cases to the appropriate senior team member.
- Assist partners with statements, reports, transaction status and other client-servicing requirements.
- Follow up on renewals, pending opportunities and incomplete transactions.
- Maintain complete records of partner interactions and service requests in the CRM/software.




- Build strong long-term relationships with assigned partners and ensure a high standard of service.

What We Are Looking For
- Strong communication skills in Hindi and English.
- Excellent follow-up and coordination skills.
- Robust sense of ownership and accountability.
- Comfortable communicating with partners over phone, WhatsApp and email.
- Good knowledge of MS Excel, Google Sheets and basic computer applications.
- Ability to handle multiple cases simultaneously and prioritize urgent matters.
- Patient, professional and solution-oriented attitude.
- Ability to work effectively with different internal departments.

Preferred Experience Candidates with experience in any of the following will be preferred:
- Mutual Fund Distribution
- Wealth Management
- Banking / NBFC
- Insurance
- Stock Broking
- Financial Services
- Customer Relationship Management
- Customer Success / Client Servicing

Freshers with excellent communication, learning ability and ownership skills may also apply.

Key Performance Indicators (KPIs)

Performance will primarily be measured on:

- Turnaround time for partner requests
- Number and ageing of pending cases
- Timely partner updates
- Query-resolution rate
- Partner satisfaction
- Accuracy of CRM records
- Renewal and business follow-ups
- Internal coordination and case closure

Our Service Standard No partner should have to repeatedly follow up with us for an update.

Every query should have a clear owner, current status, next action and expected resolution timeline.

Ideal Candidate

We are looking for someone who does not simply say:

“I have forwarded your query to the concerned department.”

We want someone who says:

“I have taken up your case, coordinated with the concerned team, and I will update you until it is completely resolved.”

If you believe in taking ownership, building relationships and delivering excellent service, we would like to hear from you.

Pay: ₹9,694.11 - ₹30,000.00 per month

Work Location: In person

📌 Customer Relationship Manager (CRM) (Bilaspur)
🏢 ASHISH BIMAWALA
📍 Bilaspur