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Join the BNG ADVISORS PRIVATE LIMITED team as a Full Time Customer Relationship Manager on Erekrut, specializing in Customer Relationship Manager in the Financial Service industry. We are seeking talented individuals with a passion for Financial Service and educational qualifications ranging from 4-6 Years. Apply now on Erekrut to take the next step in your career with a leading global company.

Job Title: Customer Relationship Manager - Financial Service

Location: Mumbai (Maharashtra)

Experience: 1 to 5 Years

Salary Range: ₹30,000 – ₹55,000 per month

About the Company – USAIndiaCFO

USAIndiaCFO is a leading India–USA cross-border finance and advisory firm helping HNIs, Founders, and Indian-Americans with taxation, compliance, structuring, and CFO services. We blend India’s technical expertise with the U.S. regulatory mindset to deliver explicit, compliant, and growth-focused solutions.

Our Global Track Record

- 10,000+ U.S. Entities Formed
- 15,000+ Cross-Border Tax Filings
- 15,000+ Global Filings & Representations
- 1,000+ Global Tax Diligence Projects
- 100+ Experts Across India & USA
- 500+ Active VCFO Contracts

Trusted by startups, unicorns, SMBs, listed companies, and global family offices.

Key Responsibilities

- Handle first-hand inbound leads from Indian-Americans,



HNIs, and Founders.
- Build rapport and conduct high-quality communication via calls/messages.
- Qualify and nurture leads and hand over to respective internal teams.
- Maintain CRM records and follow structured processes.

Requirements

- 1 to 5 years of relevant work experience.
- Excellent English communication & presentable personality.
- Strong interpersonal and follow-up skills.
- Experience in any US-based sales, customer service, or communication process (preferred).
- Long-term career mindset; full-time Jaipur office role.

What We Offer

- Competitive salary + incentives.
- Training, mentorship & fast growth opportunities.
- Exposure to global clients and high-value prospects.

Designation

Customer Relationship Manager

Key Skills

Calls HandlingClient Relationship ManagementCold CallingCRM ManagementInbound Lead HandlingInside SalesLead NurturingLead QualificationOutbound SalesPre-Sales SupportPresalesRapport BuildingRelationship-buildingSalesSales AbilitySales AccountingSales ActivitiesSales AcumenSales and MarketingSales Closing

Industry

Financial Service

Functional Area

Financial Service

Employment Type

Full Time

Education

Graduation/Diploma

Job Type

Work From Office

📌 Customer Relationship Manager (Mumbai)
🏢 BNG Advisors
📍 Mumbai