Smart Money Investment Consultants

Customer Relationship Manager

Smart Money Investment Consultants
Sector 35, Chandigarh Region
₹12,000 - ₹16,000 monthly

Fixed

₹12,000 - ₹16,000

Earning Potential

₹16,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year
Basic EnglishBasic English

Job highlights

Benefits include: Mobile Allowance, Internet Allowance

Benefits include: Mobile Allowance, Internet Allowance

Job Description

Job Opening: Customer Relationship Manager

📍 Chandigarh (Sector 35C) | Wealth Management & Financial Advisory

We're Smart Money Investment Services — a Chandigarh-based wealth advisory firm helping families manage their investments for 17+ years. We're looking for a warm, confident Customer Relationship Manager to join our team.


What you'll do:

  • Talk to clients over phone calls and handle their queries with confidence
  • Manage client data using Google Sheets and Excel
  • Use AI tools to work smarter and faster on daily tasks
  • Coordinate with our team to keep client servicing smooth and on time
  • Learn new tools, software, and compliance processes as we grow


What we're looking for:

  • Very proficient in computers — fast and comfortable with daily use
  • Hands-on experience with Google Sheets is a must
  • Comfortable using AI tools, or eager to learn them
  • Good communication skills and confidence talking to clients on calls
  • B.Tech background preferred
  • Prior experience in the financial sector is a plus, but not mandatory
  • Ambitious and eager to learn new things — someone who wants to grow, not just work
  • Quick learner who can pick up new software and processes with ease


📍 Candidates based in Chandigarh or nearby preferred. 📧 Interested? Send your resume to mis@smartmoneyinv.in

Job role

Work location
Work locationSCO 487-488, First Floor, Sector 35C, Chandigarh Sector 35, Chandigarh Region
Department
DepartmentSales & BD
Role / Category
Role / CategorySales Support & Operations
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year
Education
EducationGraduate
Skills
SkillsGoogle Sheets, Pivot Table, Advanced MS Excel, Interpersonal Skills, Client handling, Client Onboarding, Dashboard creation, Account opening, Client relationship, Typing speed, Communication, Computer proficiency, KYC Processes
English level
English levelBasic English
Degree/ Specialisation
Degree/ SpecialisationAny Dual Degree (BE/B.Tech + ME/ M.Tech), Any ME/M.Tech, MCA in Mobile Application and Web Technology, BCA in Mobile Application and Web Technology, Any BE/B.Tech (Atleast one)
Gender
GenderFemale

About company

Name
NameSmart Money Investment Consultants
Address
AddressSCO 487-488, First Floor, Sector 35C, Chandigarh Sector 35, Chandigarh Region
Job posted by Smart Money Investment Consultants

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You can expect a minimum salary of 12,000 INR and can go up to 16,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Chandigarh to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Only Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Chandigarh at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 13 Sept 2026. For more details, download apna app and find Full Time jobs in Chandigarh . Through apna, you can find jobs in 64 cities across India. Join NOW!