Customer Relationship Manager – Financial Service
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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 – Financial Service
Key Skills
Industry
Financial Service
Functional Area
Financial Service
Employment Type
Full Time
Education
Graduation/Diploma
Job Type
Work From Office
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