CRM EXECUTIVE – WEALTHTECH iRecord InfoTech Solutions Pvt. Ltd.

Mumbai | Full time | 1–3 Years | CRM / Client Success

About iRecord iRecord is a WealthTech platform for Share Accounting & Portfolio Management, helping HNIs, investors, traders, family offices and professionals manage investments, accounting, taxation and portfolio reporting efficiently.

About the Role

We are looking for a CRM Executive to manage relationships with existing iRecord clients and ensure a smooth experience across onboarding, product usage, support and ongoing engagement. The role involves regular client interaction, understanding requirements, coordinating with internal teams, tracking open issues and ensuring timely closure.

Key Responsibilities

· Act as a primary point of contact for assigned iRecord clients.

· Maintain regular communication with clients through phone, email and WhatsApp.

· Build strong and professional relationships with existing customers.

· Understand client requirements and ensure timely follow-up.

· Assist new clients with the iRecord onboarding process, account setup and initial product orientation.

· Explain relevant iRecord features and workflows and encourage effective product adoption.

· Handle day-to-day client queries and track requests through to resolution.

· Coordinate with Support, Product and Technology teams for issue resolution.

· Proactively follow up until issues are closed and communicate updates to clients.

· Maintain regular touchpoints with existing clients and follow up on pending requirements, renewals and other activities.

· Gather client feedback and communicate recurring requirements to the Product team.

· Identify relevant opportunities for additional modules, upgrades or services.

· Maintain accurate customer information, interactions, requirements and follow-ups in the CRM.

· Prepare regular MIS and client activity reports for management.

· Coordinate with Sales, Support,



Product, Technology and Accounts teams for smooth client servicing.

Desired Candidate Profile

· Graduate in Commerce, Management, Finance, Economics or a related field.

· 1–3 years of experience in CRM, Client Servicing, Customer Success, Relationship Management or Financial Services.

· Experience in stock broking, wealth management, investment advisory, portfolio management, accounting or FinTech is an advantage.

· Good understanding of equity markets, mutual funds, investments or financial products is preferred.

· Strong verbal and written communication skills.

· Comfortable speaking with professional and HNI clients.

· Strong follow-up, coordination and organizational skills.

· Good attention to detail and ability to maintain accurate records.

· Working knowledge of MS Excel and CRM software.

· Ability to understand software products and explain them clearly to customers.

What We're Looking For

Client-focused | Proactive | Well-spoken | Detail-oriented | Good at follow-ups | Comfortable with financial markets | Willing to learn The ideal candidate should be able to own a client request from the moment it is received until it is resolved, rather than simply passing queries between departments.

Key Performance Areas

· Client response and resolution TAT

· Customer satisfaction and relationship quality

· Timely follow-up and closure of pending issues

· Accuracy of CRM data and client records

· Successful client onboarding

· Product adoption and engagement

· Renewal and retention support

· Quality of internal coordination

Why Join iRecord?

· Work in a growing WealthTech / FinTech environment.

· Gain exposure to investment accounting, portfolio management and financial technology.

· Interact with HNIs, investors, traders, family offices and professional users.

· Build expertise across client success, financial markets and technology.

Pay: ₹15,000.00 - ₹18,000.00 per month

Work Location: In person

📌 CRM Executive (Borivali)
🏢 Irecord Infotech Solutions
📍 Borivali