We are looking for a proactive and detail-oriented
CRM Executive
to join our growing stock and wealth management firm. The ideal candidate will support franchise operations, drive client engagement through data-driven insights, and manage the entire customer relationship lifecycle. You will play a pivotal role in enhancing customer loyalty and streamlining internal sales processes, while also being active in social and professional networks.
Key Responsibilities:
Franchise Support:
Act as the point of contact for franchise partners, ensuring smooth communication, operational support, and issue resolution.
Collaborate with franchise teams to align CRM initiatives with local strategies and business needs.
Data Insights & CRM Management:
Build and maintain a comprehensive
client data repository
to enable personalized engagement.
Leverage CRM tools to analyze customer behavior and provide
data-driven insights
that guide loyalty and retention strategies.
Generate regular reports on customer engagement, retention, and feedback metrics.
Sales Forecasting & Reporting:
Assist in
forecasting sales and revenue projections
using CRM and market data.
Monitor and report on lead conversion rates, sales pipeline, and performance metrics.
Lead Management & Process Efficiency:
Own the
lead management process
--from acquisition to conversion--with accurate tracking and follow-ups.
Help streamline sales processes and provide tools, scripts, and data that increase productivity across sales teams.
Customer Experience & Journey Tracking:
Map and track the
customer journey
to identify pain points and opportunities for improvement.
Collect and act on
customer feedback
to continuously enhance the client experience.
Team Building & Collaboration:
Work cross-functionally with sales, marketing, compliance, and operations teams to ensure a unified customer experience.
Identify, recruit, and train freelancers or sales executives
, ensuring alignment with company values and client goals.
Networking & Social Media Engagement:
Attend
local business networking events
to build brand visibility and foster client relationships.
Be active on platforms like
LinkedIn
to engage with prospects, share company content, and build a professional network.
Requirements:
Education:
Bachelor's degree in Business, Finance, Marketing, or related field. MBA is a plus.
Experience:
1-2 years in CRM, customer success, or sales support, preferably in financial services or wealth management.
Industry Knowledge:
Basic to good understanding of
stocks, mutual funds, and investment products
is highly desirable.
Technical Skills:
CRM software (e.g., Zoho, Salesforce), MS Excel, data analysis tools.
Soft Skills:
Excellent
communication and negotiation
skills.
Strong
team-building
and
collaborative
approach.
Analytical mindset with a customer-first attitude.
Bonus Skills:
Familiarity with SEBI regulations and financial advisory services.
Experience working with franchise models in the finance domain.
NISM Certified.
Job Type: Full-time