CRM Executive

Actively Reviewing the Applications

VirtuHR India

2–4 years

Posted 2 days ago • Apply by June 11, 2026

Job Description

Job Title: CRM Executive

Location: Andheri, Mumbai

Salary Offered: Upto Rs.30,000/- to 35,000/- per month.

Description

Manage and maintain client data using the Datamine Database, ensuring accuracy and timely updates.
Handle inbound and outbound client calls to address queries, provide updates, and strengthen client relationships.
Act as the liaison between clients and internal teams to ensure smooth and timely resolution of client requests.
Track and report client interactions and feedback, escalating issues or insights to the relevant department.
Assist in onboarding new clients and ensure they have a seamless experience.
Follow up with clients on pending documents, service delivery, or queries.
Identify potential upselling/cross-selling opportunities and share leads with the sales team.

Qualifications And Skills

Education: Bachelor’s degree in any discipline (preferably in Business, Marketing, or related fields).
Experience: 1–3 years in a CRM, client servicing, or coordination role.
Technical Skills: Proficiency in MS Word, Excel, and PowerPoint, Proficiency in CRM tools
Soft Skills: Fluent in English with strong verbal and written communication skills.
Industry Knowledge: Understanding of financial markets and regulatory frameworks.

Skills: communication skills,ms word,ms powerpoint,data,follow up,inbound calls,onboard new clients,finacial,crm,ms excel,crm executive