Customer Relationship Manager | Financial Services
- Category: MIS Executive
- Location: Panaji, Goa
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 20K to 30K
- Published on: 2025/09/21
Job Overview
We are looking for a Customer Relationship Manager for a company who offers financial Products and Services to customers in Panaji, Goa. The CRM will impart sound product knowledge to the clients and focus on building and retaining long term relationships with them.
Job Responsibilities
• To meet prospective clients, explain to them the available offers and updating on the latest products in order to increase sales
• Study the income and the risk profile of the prospective clients and suggests suitable products for them.
• To identify long term financial needs and goals of the client and prepares a suitable Statement of Advice (SOA).
• To help with documentation and ensures that the investments are made seamlessly.
• Review the portfolio with the clients at regular intervals as stipulated in the SOA.
• Attending and looking after the grievances of clients
• Should Understand key customer individual needs and address them
Job Requirements
• Bachelors degree in any field preferably commerce or MBA or similar
• 2+ years experience in similar field is necessary
• Good Knowledge of Mutual Funds, Bonds, Investments and Insurance
• Certification course or diploma in finance would be of advantage
• Good Knowledge of the markets and strategies
• Excellent written and oral communication skills
• Attention to details and good analytical skills
Location: Panaji Goa
Related jobs
-
Bare Pipe Inspector
Job Description The person employed for bare pipe inspection shall be technically qualified and trained in steel plate and line pipe manufacturing procedures as well as in the testing of API 5L quality SAW/HFERW/ Seamless pipe as applicable. The insp...
-
Adventure Tour Host | South Goa
BLive, is an award winning national company in the EV sector .We are searching for a vibrant enthusiastic Tour Host to join our company. To ensure success as a Tour Host, you should be an excellent storyteller with a knack for customer service. You w...
-
Field Sales Internship in Mumbai at Ziqitza Health Care Limited |ZHL|
Conduct trails and experiences across different locations - Get trained/research on various topics assigned so as to add value to the role as well as the knowledge repository of the company - Good public speaking and presentation skills. - Get onesel...