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Customer Relationship Manager – Financial Service

Join the BNG ADVISORS PRIVATE LIMITED team as a Full Time Customer Relationship Manager on Erekrut, specializing in Customer Relationship Manager in the Financial Service industry. We are seeking talented individuals with a passion for Financial Service and educational qualifications ranging from 4-6 Years. Apply now on Erekrut to take the next step in your career with a leading global company.

3-6 Lakhs

4-6 Years

Maharashtra- Mumbai

Sales

Vacancies - 1

Vacancies - 1 Client Follow-upsClient Onboarding SupportClient Relationship Management+ 23 More

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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.