Job highlights

- 3-6 years experience in CRM or insurance sales with expertise in cross-selling and data analysis tools

- Manage customer relationships, identify cross-selling opportunities, resolve issues, and collaborate on complaint resolution

Roles and Responsibilities

- Manage customer relationships through effective communication, ensuring high levels of satisfaction and retention.

- Identify opportunities for cross-selling insurance products to existing customers, increasing revenue growth.

- Provide exceptional customer support by resolving issues promptly and efficiently.

- Develop solid understanding of financial services industry trends and regulations to stay up-to-date on product knowledge.

- Collaborate with internal teams to resolve complex customer complaints in a timely manner.

Desired Candidate Profile

- 3-6 years of experience in CRM management or related field (insurance sales/financial services).

- Strong background in cross selling techniques with excellent communication skills.

- Ability to work effectively under pressure, prioritizing multiple tasks simultaneously.

- Proficiency in using technology-based tools for data analysis and reporting purposes.

📌 Customer Relationship Manager (Nalbari)
🏢 Mahindra Finance
📍 Nalbari