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Customer Relationship Management Crm Jobs in Surat

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Arham Share

B2B Relationship Manager

Arham Share

Surat
Gujarat
1-4 Years
INR Currency
3-5 LPA
availability sign
15-30 days
B2B Sales
Customer Relationship Management (CRM)
Stakeholder Management
Business Development

Job Title: B2B Relationship Manager

Location: Surat

Employment Type: Full-Time

Experience: 1–4 Years


Job Summary

We are looking for a goal-oriented and professional B2B Relationship Manager to build and manage relationships with sub-brokers, channel partners, franchisees, and financial institutions. The role involves onboarding new partners, supporting their business growth, and ensuring long-term partner satisfaction.

Key Responsibilities

  • Identify, onboard, and manage sub-brokers, franchisees, and channel partners.
  • Develop and maintain strong professional relationships with B2B clients and partners.
  • Drive business growth by promoting company's trading platforms and financial services.
  • Train and support partners on products, compliance, and operational processes.
  • Monitor partner performance and identify opportunities for business growth.
  • Provide solutions and ongoing support to improve partner performance.
  • Coordinate with internal teams to ensure smooth partner operations.
  • Achieve assigned business and revenue targets.

Requirements

  • Graduate in any discipline; Finance/Commerce graduates preferred.
  • 1–4 years of experience in B2B Sales, Channel Sales, Relationship Management, or Partner Management, preferably in the financial sector.
  • Knowledge of the stock broking industry and trading platforms will be an advantage.
  • Strong communication, negotiation, and relationship-building skills.
  • Target-oriented, self-motivated, and professional attitude.
  • Freshers with excellent communication and a strong interest in financial services may also apply.

Perks & Benefits

  • Performance-based incentives.
  • Career growth and advancement opportunities.
  • Training on financial products and channel development.
  • Dynamic and supportive work environment.
  • Opportunity to build a career in the growing financial services industry.

Posted: 3 weeks ago

Arham Share

B2C Relationship Manager

Arham Share

Surat
Gujarat
1-4 Years
INR Currency
2-3.6 LPA
availability sign
15-30 days
Customer Relationship Management (CRM)
Lead Management
Sales and Upselling
B2C Relationship Management

Job Title: B2C Relationship Manager

Experience: 1–3 Years

Location: Surat

Job Type: Full-time




Job Summary

We are looking for enthusiastic and customer-focused B2C Relationship Managers to build and maintain strong relationships with retail clients. The role involves acquiring new clients, understanding their investment needs, promoting suitable financial products, and providing excellent post-sales support.

Key Responsibilities

  • Acquire new retail clients for equity trading and investment products.
  • Understand client requirements and recommend suitable financial solutions.
  • Promote investment products such as Equity, F&O, Mutual Funds, SIPs, and other financial products.
  • Assist clients with account opening, KYC documentation, and trading account activation.
  • Conduct regular follow-ups and provide ongoing client support.
  • Build and maintain long-term relationships with clients.
  • Achieve monthly sales, acquisition, and activation targets.
  • Maintain accurate client records and ensure high levels of customer satisfaction.
  • Provide basic guidance and support regarding investment-related products and services.

Requirements

  • Graduate in any stream; candidates from Finance or Commerce backgrounds will be preferred.
  • 1–3 years of experience in B2C financial sales, relationship management, or client servicing is preferred.
  • Freshers with excellent communication skills and a strong interest in financial markets may also apply.
  • Passion for stock markets and financial services.
  • Strong communication, persuasion, and relationship-building skills.
  • Ability to achieve sales targets and work in a target-driven environment.
  • Good understanding of investment products will be an added advantage.

Perks & Benefits

  • Performance-based incentives and bonuses.
  • Training and mentorship in financial markets.
  • Career growth and leadership opportunities.
  • Supportive and dynamic work environment.

Interested candidates can apply for the position and build a rewarding career in the financial services industry.

Posted: 2 weeks ago

Manashree Insurance Brokers Pvt Ltd

Sales Manager - Life Insurance

Manashree Insurance Brokers Pvt Ltd

Surat
Gujarat
1-2 Years
INR Currency
15k-50k /mth
availability sign
0-15 days
Life insurance product knowledge
Needs-based selling
Customer Relationship Management

Job Title: Sales Manager – Life Insurance

Employment Type: Full-Time

Work Mode: Field Sales

Job Location: Surat, Gujarat


Job Summary

We are looking for dynamic and result-oriented Sales Managers with experience in Life Insurance sales to join our growing team. The ideal candidate should have strong communication and relationship-building skills with the ability to generate business, meet sales targets, and drive customer acquisition through field sales activities.

Candidates should be comfortable with direct customer interactions, field visits, and maintaining long-term client relationships.


Key Responsibilities

Sales & Business Development

Generate leads and identify potential customers for Life Insurance products

Acquire new customers through field sales and relationship-building activities

Promote and sell Life Insurance products as per customer requirements

Achieve assigned sales targets and business goals

Customer Relationship Management

Build and maintain strong customer relationships

Understand customer financial needs and recommend suitable insurance plans

Address customer concerns and provide timely support

Ensure a positive customer experience throughout the sales cycle

Market & Field Activities

Conduct field visits and sales meetings regularly

Explore local markets and identify new business opportunities

Participate in promotional and business development activities

Keep track of market trends and competitor activities

Reporting & Coordination

Maintain records of customer interactions and sales activities

Share daily updates with reporting managers

Coordinate with internal teams for policy processing and documentation


Eligibility Criteria

Minimum 1 year of experience in Life Insurance sales

Minimum qualification: HSC Pass

Good communication and convincing skills

Comfortable with field sales activities and customer meetings


Required Skills

Strong sales and negotiation skills

Excellent communication and interpersonal abilities

Customer relationship management

Target-oriented mindset

Ability to work independently in field sales

Lead generation and conversion skills


Preferred Candidate Profile

Prior experience in Life Insurance industry is mandatory

Self-motivated and energetic personality

Comfortable with field work and travel

Strong customer handling capabilities


Why Join Us?

Opportunity to build a career in the Life Insurance industry

Attractive growth opportunities

Dynamic and performance-driven work environment

Exposure to field sales and customer relationship management

Broadcasted: 2 months ago

Arham Share

Hardware & Desktop Support Engineer

Arham Share

Surat
Gujarat
1-3 Years
INR Currency
3-5 LPA
availability sign
0-15 days
Hardware Troubleshooting
Operating System Support
Customer Service
Windows Administration

Job Title: Hardware & Desktop Support Engineer

Department: Information Technology

Location: Surat, Gujarat

Employment Type: Full-Time

Experience: 1–3 Years


Job Summary

We are looking for a proactive Hardware & Desktop Support Engineer to provide technical support for desktops, laptops, printers, IP phones, and other end-user devices.

The ideal candidate should have strong troubleshooting skills and the ability to provide efficient L1/L2 technical support in a fast-paced enterprise environment.

Key Responsibilities

  • Install, configure, and troubleshoot Windows 10/11 desktops and laptops.
  • Provide L1/L2 technical support to end users.
  • Diagnose and resolve hardware-related issues.
  • Install and configure printers, scanners, and peripheral devices.
  • Install and configure operating systems, drivers, and software applications.
  • Configure and troubleshoot Microsoft Outlook and Microsoft Office.
  • Perform basic Active Directory user management.
  • Troubleshoot network connectivity, LAN, and Wi-Fi issues.
  • Support IP phones and video conferencing systems.
  • Perform hardware upgrades, preventive maintenance, and system health checks.
  • Maintain IT asset inventory and technical documentation.
  • Coordinate with vendors for warranty claims, repairs, and hardware replacements.
  • Support antivirus, endpoint security, and patch management.
  • Manage and resolve user tickets within defined SLA timelines.
  • Provide remote technical support when required.

Required Skills

  • Strong knowledge of Windows 10/11 installation and troubleshooting.
  • Good knowledge of Microsoft Office and Outlook support.
  • Basic understanding of Active Directory.
  • Basic networking knowledge, including IP, DNS, and DHCP.
  • Experience with printer and peripheral troubleshooting.
  • Hardware assembly, diagnostics, and troubleshooting skills.
  • Familiarity with remote support tools.
  • Good communication and interpersonal skills.
  • Strong customer service and problem-solving abilities.

Preferred Qualifications

  • Diploma/Bachelor's Degree in IT, Computer Science, or a related field.
  • CompTIA A+ certification is preferred.
  • Microsoft certification will be an advantage.

Key Competencies

  • Hardware & Desktop Troubleshooting
  • Windows Administration
  • L1/L2 Technical Support
  • Active Directory
  • Microsoft Office & Outlook
  • Basic Networking
  • Printer & Peripheral Support
  • IT Asset Management
  • Endpoint Security
  • Vendor Coordination
  • Ticket & SLA Management

Ideal Candidate

The ideal candidate should be technically strong, proactive, service-oriented, and capable of handling multiple user issues efficiently while maintaining a high level of professionalism in an enterprise environment.

Posted: 4 weeks ago