Customer Relationship Manager

Experience

4-6 Years

Salary

3-6 Lakhs

Location

Maharashtra- Mumbai
Posted - 45 days ago
Applications - 63
Vacancies- 1
Job Description

Job Title: Customer Relationship Manager - Financial Service

Location: Mumbai (Maharashtra)

Experience: 1 to 5 Years

Salary Range: ₹30,000 – ₹55,000 per month

About the Company – USAIndiaCFO

USAIndiaCFO is a leading India–USA cross-border finance and advisory firm helping HNIs, Founders, and Indian-Americans with taxation, compliance, structuring, and CFO services. We blend India’s technical expertise with the U.S. regulatory mindset to deliver clear, compliant, and growth-focused solutions.

 Our Global Track Record

  • 10,000+ U.S. Entities Formed
  • 15,000+ Cross-Border Tax Filings
  • 15,000+ Global Filings & Representations
  • 1,000+ Global Tax Diligence Projects
  • 100+ Experts Across India & USA
  • 500+ Active VCFO Contracts

Trusted by startups, unicorns, SMBs, listed companies, and global family offices.

Key Responsibilities

  • Handle first-hand inbound leads from Indian-Americans, HNIs, and Founders.
  • Build rapport and conduct high-quality communication via calls/messages.
  • Qualify and nurture leads and hand over to respective internal teams.
  • Maintain CRM records and follow structured processes.

Requirements

  • 1 to 5 years of relevant work experience.
  • Excellent English communication & presentable personality.
  • Strong interpersonal and follow-up skills.
  • Experience in any US-based sales, customer service, or communication process (preferred).
  • Long-term career mindset; full-time Jaipur office role.

What We Offer

  • Competitive salary + incentives.
  • Training, mentorship & fast growth opportunities.
  • Exposure to global clients and high-value prospects.
Designation

Customer Relationship Manager

Key Skills
Calls HandlingClient Relationship ManagementCold CallingCRM ManagementInbound Lead HandlingInside SalesLead NurturingLead QualificationOutbound SalesPre-Sales SupportPresalesRapport BuildingRelationship-buildingSalesSales AbilitySales AccountingSales ActivitiesSales AcumenSales and MarketingSales Closing
Industry

Financial Service

Functional Area

Financial Service

Employment Type

Full Time

Education

Graduation/Diploma

Job Type

Work From Office

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