01/09/2025
💼 Job Opportunity – Customer Relationship Manager (CRM)
📍 Location: Vesu, Surat
🏢 Industry: Mutual Fund Distribution
👨👩 Position: Customer Relationship Manager (CRM)
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🌟 Role Objective
Build and maintain long-term client relationships, ensure client satisfaction, and support client retention in mutual fund investments.
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📊 Key Responsibilities
Act as the first point of contact for clients.
Maintain strong professional relationships with existing clients.
Handle queries, complaints & service issues effectively.
Conduct regular follow-ups and portfolio review meetings.
Share portfolio updates, market insights & financial news.
Educate clients on mutual funds, SIPs, and investments.
Ensure compliance with SEBI/AMFI guidelines.
Maintain accurate client records in CRM/NJ India system.
Track SIP renewals, maturities, and redemptions.
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🔗 Key Skills
Excellent communication (Gujarati, Hindi, English).
Strong interpersonal & relationship-building ability.
Basic knowledge of mutual funds & financial products.
Problem-solving & client-first approach.
Ability to work on CRM/back-office systems.
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💼 Eligibility
Education: Graduate (Commerce/Finance preferred).
Experience: 1–3 years in client servicing/relationship management (BFSI preferred).
Age: 25–30 years (Preferred).
Gender: Female (Preferred).
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🎁 Benefits
Competitive salary + incentives.
Career growth in financial services.
Exposure to client servicing & advisory skills.
Friendly & professional work environment.
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📞 Apply Now!
For details, contact: Avinash Mehta
📞 Mobile: 8905757666
📧 Email: [email protected]
