137 Banking Sales jobs in India

Dynamics 365 CE Technical

Location: Hyderabad, Bengaluru, Chennai and Noida

Exp Required : 4-10 yrs

Desired Competencies (Technical/Behavioral Competency)

Must-Have

• Able to configure, design, build and extend Dynamics 365 Customer Engagement Apps – Sales, Marketing, Customer Service and Field Service
• Good working knowledge of using Power Platform components
• 2-3 years of working experience with Dynamics 365 CE Apps

Good-to-Have

• Able to integrate Dynamics 365 CE Apps with other systems
• Good proficiency in core .Net, C# and Azure components like Logic Apps, Azure Service Bus, Azure Functions, Azure DevOps etc
• Sound functional knowledge of CRM business processes
• Good written and spoken skills
• Experience with data migration
• Good to be Microsoft Certified: Power Apps + Dynamics 365 Developer Associate

Responsibility of / Expectations from the Role

To complete assigned development tasks in defined time line

To prepare technical architecture, design and related documentation

Unit testing, Support system and user acceptance testing, Support User training

Code propagation, Defect fixing

Position : Customer Relationship Manager

Experience:

• Minimum 3-4 plus years of experience in CRM, ORM, or customer lifecycle roles preferably in luxury, fashion, jewelry, or high-end retail.
• Strong command of CRM tools (e.g., Zoho CRM, Salesforce, HubSpot) and ORM/review monitoring tools (e.g., Google Alerts, Brand24, Mention).
• Excellent written and verbal communication skills.
• Strong analytical mindset with proficiency in Excel, dashboards, and reporting tools.
• Prior experience working with HNI (High Net-worth Individual) clientele.
• Creative thinker with an eye for luxury branding and personalized customer journeys.
• Ability to handle customer calls ,relationship management & escalations ,conflict resolution.

Responsibilities:

Customer Relationship Management (CRM):

• Develop and execute a customer retention and loyalty strategy aligned with business goals.
• Oversee the implementation and optimization of the CRM platform (e.g., Zoho, Salesforce, HubSpot).
• Analyze customer data to build effective segmentation models for targeted campaigns.
• Create, monitor, and refine lifecycle marketing campaigns (e.g., welcome, birthday, reactivation, post-purchase).
• Collaborate with sales, design, and marketing teams to deliver personalized customer experiences.
• Track key metrics: repeat purchase rate, customer lifetime value (CLV), churn rate, etc.

Online Reputation Management (ORM):

• Monitor and manage the brand's online presence across review platforms (Google, Facebook, Instagram, Justdial, etc.).
• Respond professionally to reviews, comments, and queries — turning negative feedback into opportunities for customer recovery.
• Design and execute proactive reputation-building initiatives, including review collection campaigns and influencer collaborations.
• Prepare ORM reports, highlighting sentiment analysis, review trends, and potential reputational risks.
• Work closely with PR and digital marketing to align messaging and tone of voice.

Leadership & Strategic Responsibilities:

• Lead a small team or coordinate with external agencies for CRM and ORM execution.
• Develop monthly and quarterly performance reports with actionable insights.
• Contribute to overall marketing and CX strategy from a data and feedback-driven perspective.
• Stay current with CRM and ORM best practices, tools, and trends — especially in the luxury and jewellery sectors.

Role Description

We are looking for a proactive and persuasive Client Relationship Manager who can build trust with our customers and convert inquiries into successful sales. You’ll be the first point of contact for potential clients on Instagram, WhatsApp, and phone, ensuring every lead gets a seamless and personalized experience.

Key responsibilities

• Respond promptly to all client queries received via Instagram DMs, WhatsApp messages, and phone calls.
• Understand customer needs and recommend the right products or services.
• Follow up with leads regularly to convert them into confirmed sales.
• Maintain a strong relationship with existing clients to encourage repeat business.
• Coordinate with the internal team (sales, operations, or marketing) to ensure smooth client onboarding and order
• Keep track of conversations, leads, and conversions in CRM or designated tools.
• Identify upselling or cross-selling opportunities based on client requirements.

Qualifications

• Excellent communication skills in English and Hindi (spoken and written).
• Prior experience in sales, client servicing, or customer support (1–3 years preferred).
• Strong persuasion and relationship-building skills.
• Comfort using Instagram, WhatsApp Business, and phone-based sales communication.
• Organized and self-motivated with a customer-first mindset.

Employment Type: (Full-time / Part-time / Contract)

Company Overview:

Our organization is committed to delivering exceptional customer experiences and fostering lasting relationships with our clients. We aim to drive growth through tailored customer engagement strategies, utilizing cutting-edge CRM tools and analytics.

Role Summary:

We are looking for an experienced CRM Specialist responsible for managing and optimizing our Customer Relationship Management system. You will play a pivotal role in enhancing customer satisfaction, streamlining client interactions, and ensuring the accuracy and effectiveness of customer data.

Key Responsibilities:

• Manage and maintain the CRM platform, ensuring data accuracy, integrity, and accessibility.
• Develop and implement customer segmentation strategies to optimize marketing and sales initiatives.
• Analyze CRM data to generate insights and provide recommendations for improving customer engagement, retention, and satisfaction.
• Collaborate with sales, marketing, and customer service teams to identify opportunities and improve workflows.
• Design and execute automated campaigns and workflows within the CRM to enhance customer experience.
• Prepare regular CRM reports highlighting key metrics, trends, and opportunities for improvement.
• Provide ongoing CRM training and support to internal teams to ensure effective utilization of CRM tools.
• Identify and troubleshoot CRM issues, coordinating with technical teams for prompt resolution.

Qualifications:

• Bachelor’s degree in Marketing, Business Administration, Information Systems, or related field.
• 2-4 years of proven experience managing CRM systems (e.g., Salesforce, Zoho, HubSpot, Microsoft Dynamics).
• Demonstrated proficiency in CRM analytics and reporting tools.
• Excellent understanding of customer segmentation, campaign management, and customer lifecycle strategies.
• Strong analytical skills with the ability to interpret and leverage CRM data effectively.
• Excellent communication and interpersonal skills.

Preferred Skills:

• CRM certifications (e.g., Salesforce Certified Administrator, HubSpot CRM Certification).
• Experience with integration of CRM systems with other digital platforms (e.g., marketing automation, social media, ERP).
• Familiarity with SQL or database management.

Personal Attributes:

• Detail-oriented with excellent organizational and time-management skills.
• Strategic thinker capable of identifying and leveraging opportunities.
• Collaborative and effective team player.
• Adaptable and proactive in resolving issues and improving processes.

Compensation and Benefits:

• Competitive salary commensurate with experience
• Performance incentives
• Comprehensive health insurance
• Professional growth and learning opportunities
• Positive and inclusive work environment

3   Roles and Responsibilities  

   Collection from existing clients 

   Retention 

   Up-sell, Cross-sell experience  

   Proficient in English and Hindi language 

   B2C client handling 

   Interact with existing customers and make follow-up calls

   Timely payment & collections from the customers

   Interaction with customers via Emails & over the phone.

   Take actions to encourage timely debt payments

   Process payments and refunds

   Update account status records and collection efforts

   Updating the existing customers on ongoing projects.

   Report on collection activity

   Coordinating with Sales Team & Accounts Team regularly with regards to payment and work status.

Required Candidate profile

Proven experience as a CRM Sr. Executive, Customer Success or Collection Specialist or Business Development role 

   Knowledge of billing procedures and collection techniques 

   Working knowledge of MS Office and databases 

   Patience and ability to manage stress 

   Excellent communication skills (written and oral) 

   Skilled in negotiation 

   Problem-solving skills 

   Bachelor's degree

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Roles and Responsibilities

• Develop and maintain strong relationships with clients to foster trust and satisfaction.
• Oversee client onboarding processes, ensuring all documentation and procedures are completed efficiently.
• Act as a liaison between clients and internal teams to address and resolve client queries and issues.
• Maintain accurate client records and documentation in the CRM system to ensure consistency and reliability.
• Analyze client feedback to identify areas for improvement in products, services, and customer interaction.
• Collaborate with sales and marketing teams to enhance client communications and service offerings.
• Implement strategies for customer retention, striving to exceed client satisfaction and loyalty targets.
• Participate in team meetings, training sessions, and professional development opportunities to enhance skills and knowledge.

Job Title: CRM Executive / CRM Officer

Experience Required: 1 to 3 Years

Location: Hyderabad Road No. 12, Banjara Hills

Employment Type: Full-Time

FracSpace Pvt. Ltd. is a rapidly expanding business group with interests in Real Estate, Hospitality, and other allied services . We take pride in delivering high-quality experiences to our customers and are now looking to strengthen our Customer Relationship Management (CRM) function with a strong, detail-oriented professional.

We are seeking a dependable and process-driven CRM Executive with 34 years of hands-on experience in managing post-sales client relationships, documentation, and coordination in real estate or a service-driven industry. The ideal candidate should be organized, assertive, and capable of independently handling customer queries, documentation, and backend coordination while ensuring excellent service standards.

   Serve as the primary point of contact for customers post-booking through to possession.

   Manage customer onboarding, welcome kits, payment schedules, and queries.

   Ensure timely follow-up for payment dues, document submissions, and milestone updates.

   Coordinate with internal teams Sales, Accounts, Legal, Projects for smooth execution.

   Maintain and update accurate records in the CRM system.

   Handle documentation processes including agreement drafting, registration coordination, and possession handovers.

   Manage escalations and resolve customer concerns with professionalism.

   Prepare reports related to customer engagement, collections, and status updates.

   Ensure adherence to company SOPs, policies, and customer SLAs.

   Graduate in any discipline (preferred: Commerce, Business, or Law background).

   3 to 4 years of experience in CRM roles (preferably in real estate, banking, or high-value service industries).

   Excellent verbal and written communication skills in English and local language.

   Strong organizational and documentation skills.

   Working knowledge of CRM software and MS Office (Excel, Word, Outlook).

   Assertive personality with a customer-first attitude and strong problem-solving ability.

   Ability to multitask, meet deadlines, and handle pressure.

   Provident Fund (PF) & Employee State Insurance (ESI)

   Company-funded Medical Insurance

   Employee Discounts & Benefits across all our businesses

   Structured Workflows and opportunities to lead customer success processes

   Growth Path based on performance and initiative

Job Title: DU Service Manager

Location: Delhi, India

Job Type: Full-Time

Department: Account Management / Customer Service

Reporting To: Operation Manager / Team Leader

Salary: 25k

Mandatory Skills: Excel

Job Summary:

We are seeking a proactive and customer-focused DU Service Manager to oversee all aspects of DU telecom service operations. The ideal candidate will be responsible for handling service

requests, raising trouble tickets (TTs), managing complaints, executing VAS (Value-Added

Services) activities, updating customer documentation, and ensuring prompt resolution of

service-related issues.

Key Responsibilities:

Trouble Ticket Management:

o Raise, monitor, and follow up on Trouble Tickets (TT) with DU support for quick

resolution.

o Maintain a log of all open and resolved tickets with relevant timelines and

feedback.

Complaint Handling:

o Receive, record, and resolve customer complaints professionally and efficiently.

o Act as the escalation point for unresolved issues, ensuring customer satisfaction.

VAS Activity:

o Initiate and manage all Value-Added Services (VAS) requests such as service

upgrades, downgrades, SIM swaps, roaming activation, and more.

o Coordinate with DU AM for process of raising VAS.

Customer Document Management:

o Collect, verify, and update customer documents and Establishment card.

Customer Support:

o Provide exceptional support to customers via phone, email.

o Educate customers on DU services, plans, offers, and procedures.

Service Reporting:

o Generate weekly/monthly reports on service activities, issues, and resolutions.

o Suggest service improvements based on recurring issues and customer feedback.

Internal Coordination:

o Liaise with AM, and backend teams to ensure end-to-end service delivery.

o Ensure SLA adherence and timely communication.

Requirements:

Experience in telecom customer service or operations will be preferred.

Excellent communication and interpersonal skills.

Strong problem-solving and multitasking abilities.

Proficient in MS Office (Excel, Word, Outlook) preferred.

Bachelors degree (preferred).

Preferred Skills:

Ability to work under pressure and handle urgent escalations.

Strong attention to detail and documentation accuracy.

Customer-centric attitude with a commitment to service excellence.

Familiarity with UAE telecom regulatory requirements.

At Rubik Infotech Pvt Ltd, our vision is to revolutionize the cybersecurity landscape. We imagine a world where businesses thrive without boundaries, propelled by unwavering security assurance. By harnessing cutting-edge technologies and fostering a culture of relentless improvement, we aspire to lead the way in shaping a digitally secure future for organizations worldwide. Our steadfast commitment to innovation, excellence, and customer satisfaction propels us to be the trusted beacon in an interconnected world.

We are looking in for Customer Relationship Executive having atleast 3 years experience in Customer retention and Customer Management.

Job Description :

• Establish and maintain positive relationships with existing clients.
• Provide prompt, efficient, and satisfactory responses to customer inquiries.
• Identify opportunities for improving the customer experience and provide feedback to relevant teams and departments.
• Analyse customer data to identify patterns and insights; and leverage this information to enhance customer relationship management strategies.
• Collaborate with other departments (marketing, sales, logistics, and product development) to optimise the existing customer experience journey.

Your tasks :

• Manage customer interactions, inquiries and complaints across various channels, including email, phone, and social media.
• Support successful customer retention initiatives, such as customised marketing campaigns and loyalty programs.
• Monitor customer feedback regularly and identify areas of improvement in our products and services.
• Stay updated about industry trends and CRM best practices to ensure our processes and procedures are optimised.

Preferred skills and qualifications :

• Prior experience managing a team of customer service representatives.
• Soft skills such as patience, adaptability, and empathy.
• A bachelors degree in a relevant field, such as marketing, business administration, communication, or customer relationship management.
• 3+ years of experience in a customer-facing role.
• Successful record of developing and implementing customer relations strategies.
• Strong problem-solving abilities with time management skills.
• Persuasive communication and interpersonal skills to collaborate effectively with internal teams like marketing and product development and integrate customer feedback into the companys strategies and initiatives.
• A customer-centric attitude to handle challenging client situations.