Customer Relationship Manager
Richmee
Customer Relationship Manager
Richmee
Rajaram Puri, Kolhapur Region
₹10,000 - ₹15,000 monthly
Fixed
₹10000 - ₹15000
Earning Potential
₹15,000
Work from Office
Full Time
Any experience
Basic English
Job Details
Interview Details
Job highlights
2 applicants
Benefits include: Annual Bonus
Job Description
Role Overview :
- Responsible for client acquisition, promoting financial services, and building strong client relationships through regular follow-ups and onboarding support.
Responsibilities :
- Build and maintain strong relationships with new & existing clients
- Identify client financial needs and recommend suitable investment/insurance products
- Achieve monthly sales targets through lead follow-ups and client meetings
- Guide clients through onboarding, documentation & service queries
- Coordinate with advisory and internal teams for smooth client servicing
- Strong communication & people-handling skills
Job role
Work location
Richmee Fintech Pvt Ltd, 1st floor, Amey Empire, Above Mayur Exclusive, 1st Ln, Rajarampuri, Kolhapur, Maharashtra 416008. Rajaram Puri, Kolhapur Region
Department
Finance & Accounting
Role / Category
Finance
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
MS Excel, Insurance, Finance, Financial analysis, Financial knowledge, Mutual funds, Communication
English level
Basic English
Gender
Any gender
About company
Name
Richmee
Address
Richmee Fintech Pvt Ltd, 1st floor, Amey Empire, Above Mayur Exclusive, 1st Ln, Rajarampuri, Kolhapur, Maharashtra 416008. Rajaram Puri, Kolhapur Region
Job posted by Richmee
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