Company Description THiiNK is a financial planning firm that has been helping clients achieve financial freedom for over a decade and a half. Guided by core values of trust and long-term relationships, THiiNK supports more than 1,000 families across the globe with tailored financial solutions. The firm combines unbiased, customized services with a high level of professionalism to create confidence in its approach.

THiiNK fosters a collaborative environment and invites new team members to join its ever-growing, satisfied client community.

Role Description The Customer Relationship Management (CRM) Manager is a full-time, on-site role based in Thane. This role is responsible for managing and optimizing customer data within the CRM system, ensuring accurate and up-to-date records for clients and prospects. The CRM Manager will design and execute customer segmentation strategies, track interactions, and support targeted sales and marketing initiatives.

Daily activities include monitoring CRM performance, generating reports and insights, collaborating with sales and advisory teams, and identifying opportunities to enhance client engagement and satisfaction. The role also involves implementing process improvements,



training team members on CRM best practices, and supporting compliance with internal policies and regulatory requirements.

Qualifications

- Solid analytical skills to interpret CRM data, generate insights, and support decision-making.
- Effective communication skills to collaborate with internal teams and engage with clients professionally.
- Sales orientation and relationship-building abilities to support client acquisition, retention, and cross-selling initiatives.
- Experience with market segmentation and customer profiling to design targeted campaigns and improve client engagement.
- Project management skills to lead CRM initiatives, coordinate cross-functional tasks, and meet deadlines.
- Proficiency with CRM platforms and related tools; experience in financial services or wealth management is an advantage.

- Bachelor’s degree in business, finance, marketing, information systems, or a related field; relevant certifications in CRM or data analytics are beneficial.
- Detail-oriented, organized, and able to work independently while contributing to a collaborative team environment.

📌 Customer Relationship Management Manager (Thane)
🏢 THiiNK
📍 Thane