GOVIANU WEALTH MANAGEMENT PVT. LTD.

: CUSTOMER RELATIONSHIP MANAGER (CRM – SALES)

Department: Sales & Customer Relationship | Location: Bengaluru (WFO)

Experience: 0–5 Years (Freshers welcome) | CTC: ₹3 LPA – ₹5 LPA + Incentives

Reporting To: AGM – Sales / Sales Head

Job Summary

Manage customer interactions from lead allocation to post-sales support. Ensure timely follow-ups, maintain CRM data accuracy, handle queries, coordinate documentation, and deliver an outstanding customer experience while supporting sales targets.

Key Responsibilities

· Customer Relationship Management: Address customer queries via calls/emails/meetings; maintain high customer satisfaction and provide regular project updates.

· Lead & Sales Coordination: Receive and allocate leads to sales teams; monitor lead status, track follow-ups, and schedule customer meetings/site visits.

· Documentation & Compliance: Collect KYC & booking documents, verify customer records, coordinate agreement execution, and manage payment schedules.

· Customer Retention & Reporting: Conduct post-sales follow-ups, generate referrals from existing clients, submit daily CRM reports, and maintain updated lead/customer records.

Key Performance Indicators (KPIs)

· Calls & Meetings: Min. 50 Calls/day | 10 Customer Meetings coordinated/week





· Speed & Accuracy: 100% Lead Allocation within 30 mins | 100% CRM Data Accuracy | 95% Follow-up Completion Rate

· Service & Results: 95% Customer Query Resolution within 24 hours | 95% Satisfaction Score | Min. 5 Referrals/month

Key Requirements

· Education: MBA (Marketing/HR/Finance) / BBA / BBM / B.Com / BA / B.Sc / Any Graduate.

· Experience: 0–5 Years in CRM, Customer Service, Real Estate, Banking, Insurance, or Sales Support.

· Skills: Excellent verbal & written communication, conflict resolution, CRM software proficiency, MS Office/Google Workspace.

· Languages: English required; Kannada, Hindi & regional languages preferred.

Work Schedule & Benefits

- Work Hours: Monday to Saturday (9:30 AM – 6:00 PM) | Weekly Off: Tuesday (Sales Team Policy)
- Benefits: Monthly Performance Incentives, Performance Bonus, Employee Recognition Awards, Paid Leaves, and Rapid-track Career Growth.

Contact & Application

Email: [email protected] | Phone: +91-(phone hidden) | Web: www.govianu.com

Pay: ₹300,000.00 - ₹500,000.00 per year

Benefits

- Cell phone reimbursement
- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund

Work Location: In person

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