We are looking for a dynamic and customer-focused Customer Relationship Manager (CRM) to join our Retail Branch team in Dehradun. The ideal candidate should have experience in Retail Banking, Life Insurance (LI), General Insurance (GI), Cross-Selling, and Customer Relationship Management.

Key Responsibilities

- Acquire and manage relationships with retail banking customers.
- Promote and cross-sell Life Insurance, General Insurance, and other financial products.
- Achieve sales and business targets assigned by the branch.
- Identify customer needs and provide suitable financial solutions.
- Maintain high standards of customer service and customer retention.
- Generate leads through branch walk-ins, referrals, and existing customer database.
- Ensure compliance with company policies and regulatory requirements.
- Coordinate with branch teams to drive business growth and customer satisfaction.

Candidate Requirements:




- Graduation in any discipline.
- 6 months to 2 years of experience in Retail Banking, Bancassurance, Life Insurance, General Insurance, or Financial Services.
- Robust communication and relationship-building skills.
- Sales-oriented mindset with a customer-first approach.
- Ability to achieve targets and work in a fast-paced environment.

Preferred Candidate Profile:
- Experience in selling Life Insurance (LI), General Insurance (GI), Mutual Funds, or other banking products.
- Candidates from Retail Banking, NBFC, Insurance, or Financial Services backgrounds will be preferred.

Location: Dehradun Position: Customer Relationship Manager (CRM)

Industry: Banking / Financial Services / Insurance

📌 Customer Relationship Manager (CRM) - Retail Branch (Dehradun)
🏢 Mahindra Finance
📍 Dehradun