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아르 자형

Customer Relationship Manager

Recruit Advisor

Mumbai, Maharashtra, India · 정규직

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경험
어느
샐러리
INR 25,000 – INR 32,000 / month
채용 공고
1
게시됨
7일 전
작업 모드
사무실에서
재개하다
신청 시 필수 사항

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직무 설명

Job Overview

We are seeking a Customer Relationship Manager to join our team in Mumbai, Maharashtra. The ideal candidate will be responsible for engaging high-net-worth individual (HNI) clients through various channels, comprehending their investment goals, and advising them on unlisted equity and Pre-IPO investment opportunities. This role involves managing the entire sales process from prospecting to closure, ensuring client satisfaction, and collaborating with internal teams for seamless transaction execution.

Key Responsibilities

  • Initiate and maintain contact with HNI clients via calls, meetings, referrals, and digital platforms.
  • Assess client investment objectives and suggest appropriate unlisted share and Pre-IPO investment options.
  • Drive revenue growth by promoting and selling unlisted equity and Pre-IPO products.
  • Establish and nurture strong relationships with existing clients and potential prospects.
  • Regularly update clients on market trends and new investment opportunities through consistent follow-ups.
  • Oversee the full sales lifecycle, from generating leads to finalizing investments.
  • Collaborate with internal departments to ensure efficient transaction processing.
  • Maintain comprehensive and accurate records of client interactions within the CRM system.

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