Customer Relationship Executive

Customer Relationship Executive – OutboundLocation: Ghansoli, Navi MumbaiWork Mode: Work From Office (WFO)Experience: 6 Months – 1 Year (Outbound Calling / Sales – Mandatory)Education: Graduate in any disciplineCTC: ₹26,000 per monthIn-Hand: ₹22,000 per monthWorking Days: 6 Days a WeekWeekly Off: 1 DayShift: Rotational shifts between 8:00 AM – 8:00 PMAbout the ProcessThe Wealth Mutual Fund outbound process involves engaging with customers to promote Mutual Fund products, explain portfolio options, drive conversions, and support customers throughout their wealth-related journey.Key ResponsibilitiesMake outbound calls to customers to explain Mutual Fund offerings under the Wealth portfolio.Understand customer investment goals and align suitable Mutual Fund products accordingly.Build and maintain strong customer relationships through professional communication.Deliver high-quality sales pitches and handle customer objections effectively.Maintain accurate CRM documentation and follow-up records.Meet sales, productivity, and call quality targets consistently.Ensure adherence to compliance, regulatory norms, and audit requirements.Required Qualifications & ExperienceGraduate in any discipline.6 months – 1 year of experience in an outbound calling or sales process is mandatory.Excellent English communication skills.Strong verbal communication and persuasion skills.Ability to drive sales through advisory-based conversations.Good understanding of Wealth / Mutual Fund processes is preferred.Ability to handle customer objections confidently.Target-driven, self-motivated, and disciplined.Basic computer proficiency for CRM and documentation.Additional Benefits Joining Bonus – ₹10,000 for NISM 5A Certified Candidates₹5,000 after successful completion of 30 days.₹5,000 after successful completion of 60 days.Selection ProcessVersant Score: 4 & 5HR RoundOperations RoundImportantCandidates should be comfortable working from the Ghansoli, Navi Mumbai office and working in rotational shifts within the 8:00 AM – 8:00 PM window.