CRM Executive / Relationship Executive
Company:- GCIC Finserve Ltd.
Location: Greater Kailash, New Delhi
Job Type: Full Time
The CRM Executive is responsible for ensuring every prospective and existing client receives timely, professional, and personalized communication.
This role focuses on lead management, follow-ups, relationship building, client servicing, CRM hygiene, and supporting the sales process.
The objective is to improve conversion rates, client satisfaction, retention, and long-term relationships.
Roles And Responsibilities:-
- Lead Management
- Client Relationship
- CRM Management
- Follow-Up Management
- Customer Service
- Sales Support
- Reporting(Maintain accurate records)
Required Skills:-
- Excellent verbal communication
- Professional telephone etiquette
- Professional email writing
- Listening skills And Problem-solving mindset
- Relationship-building ability
- Negotiation basics
- Attention to detail
- Patience
- Professionalism
Technical Skills:-
- CRM software
- Microsoft Excel
- Google Sheets
- Email platforms
- Calendar management
- Document management
- Basic reporting
Preferred Knowledge
- Financial products (preferred)
- Mutual funds (preferred)
- Investment basics (preferred)
- Customer service principles
- Sales process understanding
BASIC UNDERSTANDING AND KNOWLEDGE SHOULD BE THERE OF THE ABOVE TOPICS
Must be able to commute daily to our Greater Kailash Office.
Pay: Up to ₹35,000.00 per month
Work Location: In person
