CRM Jobs

Job Title: Relationship Executive / Relationship ManagerAbout RichHarborRichHarbor is a financial services platform offering solutions across unlisted shares, private markets, life insurance, corporate finance, and capital solutions.## Job Responsibilities- Build and maintain strong relationships with clients, financial professionals, and business partners.- Identify new business opportunities through calls, referrals, networking, and follow-ups.- Schedule and attend client meetings, partner meetings, and business development meetings to generate new business.- Conduct face-to-face meetings with prospective clients, bankers, wealth managers, and other financial professionals.- Understand client requirements and recommend suitable financial solutions.- Follow up with prospective clients and convert leads into business opportunities.- Coordinate with internal teams for quotations, documentation, transactions, and client servicing.- Maintain accurate client records, meeting updates, sales reports, and follow-ups in the CRM or company sheet.- Achieve assigned business development and relationship management targets.## Requirements- 2-5 years of experience in sales, relationship management, business development, banking, insurance, or financial services.- Excellent communication, interpersonal, and negotiation skills.- Ability to build client relationships and generate business.- Willingness to travel locally for client and partner meetings, as required.- Basic knowledge of financial products, banking, or insurance is preferred.- Comfortable with calling, follow-ups, face-to-face meetings, and working in a target-driven environment.- Proficiency in MS Excel and basic computer applications.## What We Offer- Competitive salary based on experience.- Performance-based incentives, where applicable.- Exposure to financial services and wealth management solutions.- Career growth opportunities in a growing financial services company.Location: Gurugram, HaryanaJob Type: Full-Time Work From OfficeExperience: 2-5 YearsSalary: Depending on experience and skills.Interested candidates can apply with their updated CV.

We are looking for a motivated and experienced Field Sales Executive to join our team in Mukerian Hoshiarpur. This full-time position is ideal for individuals with a strong sales background who are eager to drive growth and build relationships with clients.Key Responsibilities:1. Client Interaction: Engage with potential clients in the field, presenting our products and services effectively to increase sales.2. Relationship Building: Develop and maintain strong relationships with existing customers to ensure satisfaction and foster repeat business.3. Market Research: Analyze market trends and customer data to identify new opportunities and areas for improvement in sales strategies.4. Sales Reporting: Accurately maintain records of sales activities and client interactions to track progress and report to management.5. Target Achievement: Meet or exceed sales targets by implementing effective sales techniques and strategies.Required Skills and Expectations:Candidates should have 2 to 5 years of experience in sales, preferably in a field role. A graduate degree is required. The ideal candidate will possess excellent communication and interpersonal skills, enabling them to effectively connect with clients. Strong organizational skills and the ability to work independently are essential for success in this position. A proactive approach to problem-solving and a results-oriented mindset are vital for achieving sales goals. This role is open to male candidates only.

As a Guest Service Assistant, you will play a vital role in ensuring a welcoming and pleasant experience for our guests.Your key responsibilities will include greeting and assisting guests with their check-ins and handling reservations. You will be responsible for addressing inquiries and providing essential information about services and available amenities. Additionally, you will handle guest complaints with professionalism, ensuring a positive experience for all visitors.The ideal candidate should possess strong communication and interpersonal skills to interact effectively with guests. A friendly attitude and the ability to maintain a professional demeanor in all situations are essential. Attention to detail and problem-solving skills will enable you to address guest concerns promptly. Your role will also require you to be comfortable working in a fast-paced environment.As a full-time position based in Mohali Sector 67, you will be required to work from the office. A minimum educational qualification of 12th pass is essential. This role is open exclusively to female candidates, and no prior experience is required, making it a great opportunity for those beginning their careers in hospitality. In summary, as a Guest Service Assistant, you will be key to creating memorable experiences for guests, ensuring that their needs are met with care and efficiency.

We are seeking an experienced Relationship Manager to join our team in Lucknow. This part-time role is suitable for individuals above 40 years of age, including semi-retired professionals and housewives, who are looking for additional income opportunities in the insurance sector.As a Relationship Manager, your key responsibilities will include:- Building and maintaining strong relationships with clients to understand their insurance needs and provide appropriate solutions.- Conducting regular follow-ups with clients to ensure their satisfaction and address any concerns.- Helping clients navigate the insurance process, providing guidance and support as needed.To succeed in this role, candidates must possess strong communication skills to effectively interact with clients. Having a good understanding of the insurance sector will be beneficial. Additionally, candidates should be self-motivated and able to work independently, managing their own schedules effectively.This position requires work from home, so a reliable internet connection, a laptop, and a mobile device are essential. Candidates should also have any necessary certifications or licenses related to insurance. The ability to travel occasionally for client meetings is necessary. The working schedule is flexible, allowing you to manage your hours effectively. Ideal candidates should be comfortable with online tools and platforms used for client management and communication.

# AI Marketing & Automation InternCompany: Sha Interface Interiors Location: Miyapur, Hyderabad Experience: Freshers welcome Job Type: [Internship / Full-time - select the actual arrangement]### About the OpportunityWant to explore AI beyond chatbots and prompts? Join Sha Interface Interiors and help us use AI agents, automation, and emerging technologies to grow a real interior design business.We are looking for curious, proactive individuals who want to experiment with AI tools and turn their ideas into practical solutions for marketing, promotion, sales, and customer acquisition.### What You Will Do- Explore AI agents and automation tools to streamline marketing and sales operations.- Build AI-assisted workflows for promotional campaigns, content distribution, and local market research.- Identify opportunities to attract potential customers and generate residential interior design enquiries.- Improve lead tracking, customer follow-ups, enquiry qualification, and appointment workflows.- Research competitors, customer demand, and growth opportunities in the Hyderabad interiors market.- Track performance and evaluate which AI-powered initiatives deliver measurable business results.### Who Should Apply?- Freshers, graduates, students, and self-taught learners passionate about AI and automation.- Candidates interested in marketing, business development, sales, technology, or entrepreneurship.- People who enjoy experimenting with new tools, solving problems, and implementing ideas.- Candidates who can think logically, communicate clearly, and take ownership of their work.Programming experience is not mandatory. Practical projects, personal experiments, initiative, and the ability to learn quickly are valuable.### What You Will Gain- Hands-on experience applying AI to real business challenges.- Exposure to AI agents, marketing automation, digital promotion, and customer acquisition.- The opportunity to build practical systems and measure their impact.- Experience working directly on business growth initiatives in a rapidly growing industry.### How to ApplyShare your resume and briefly describe an AI tool, automation, or project you have experimented with. If you have not built a project yet, tell us what you would like to automate and how you would approach it.We value curiosity, initiative, practical thinking, and execution over certificates alone.

Healthcare Counsellor - Tamil NaduLetzBizz is hiring Healthcare Counsellors for healthcare clinic branches across Tamil Nadu.Eligibility: BAMS, BSMS, BHMS, BNYS, BDS or Pharm D. Freshers and experienced candidates welcome. Female candidates only. Immediate joiners strongly preferred. Applicable professional registration/licence details required where applicable. Strong communication, interpersonal and patient-handling skills.Responsibilities: Counsel patients about healthcare services and treatment packages using approved clinic protocols. Explain services, benefits and pricing clearly. Understand patient concerns and guide them towards appropriate services. Build patient trust and maintain a positive experience. Support package conversions and counselling targets. Coordinate with clinic staff and maintain accurate records.Work schedule: Approximately 10 AM-8 PM. Weekday off; Saturdays and Sundays are working days. On-site role at an assigned Tamil Nadu branch.Indicative salary: Freshers: around 30,000/month. Experienced: up to 35,000-36,000/month, depending on experience and previous compensation. Incentives subject to employer policy.Apply: hr@letzbizz.com / shruthi@letzbizz.comSubject: Healthcare Counsellor - Tamil NaduPlease share your updated CV, qualification, current and preferred location, experience, current and expected salary, notice period, and applicable registration/licence details.

About Nexa ConsultancyNexa Consultancy is a Canadian company based in Surrey, British Columbia. We hire directly (we are not a placement agency), and our India team works remotely with our Canada-based team.The roleWe are hiring one India-based executive who handles two things: the day-to-day backend operations that keep client files accurate, and Nexa's digital marketing. That means short-form video, social posts and Meta ads.What you will doBackend operations- Prepare, check and organise client documents, including editing, filling, merging and signing PDFs in Adobe Acrobat- Keep the CRM up to date and accurate after every client interaction- Send and track client follow-ups so nothing is missed- Maintain clean, complete records and trackers (Google Sheets / Excel)- Take part in client meetings on Zoom and Google Meet (camera on)Digital marketing- Edit Reels and short videos for Instagram, Facebook and YouTube- Create social media posts (design, captions and scheduling)- Run and monitor Meta ads: set up campaigns, manage budgets, track cost per lead (CPL) and report resultsWhat you need (you must show proof of every item below)- A portfolio of Reels and short videos you edited, plus social posts you created- Hands-on Meta Ads Manager experience: at least one real campaign you ran yourself, with its budget, cost per lead and results- Hands-on Adobe Acrobat PDF editing: edit, fill, merge and sign- Backend support experience: documents, CRM updates, follow-ups and records- Fluent spoken and written English and Hindi (the first round includes answers in both)- Comfortable on client Zoom and Google Meet calls with your camera on and your face visible the whole time (a work requirement for client meetings)- Your own laptop with a good camera, a noise-cancelling headset, reliable Wi-Fi and an inverter or power backup. You must confirm all four when you apply- Able to work the full-time fixed shift below, with no other job that clashesClient-facing role- Your camera must be on and your face visible throughout every client meeting.- We expect professional, confident conduct and a polished way of presenting to clients.- We work with international clients across time zones, so you must be comfortable with night-time working hours (IST).Shift (full-time, fixed)12:00 PM - 8:00 PM Pacific Time, Monday to Saturday (12:30 AM - 8:30 AM IST).PayPay is discussed in the interview.How to apply1. Apply with your CV and answer the two screening questions below.2. Every applicant then completes the Nexa first-round video interview (about 15 minutes). We email you your questions. Please wait for that email, then record your answers and submit through the link in it.3. Shortlisted candidates are invited to a Google Meet interview with Karan Verma at Nexa Consultancy.Screening questions (required)1. Share a link to your portfolio of edited Reels/short videos and social posts (Google Drive, Instagram, YouTube or a portfolio site; please make sure the link is viewable).2. Describe one Meta (Facebook/Instagram) ad campaign you ran yourself: the objective, total budget, cost per lead (CPL), number of leads and the result.We review every application against the requirements above. Applications without a portfolio link and a real Meta campaign example cannot be shortlisted.

We are looking for a Management Trainee in Marketing to join our team in Laxmi Nagar, Delhi. This is a full-time position ideal for recent graduates or individuals with minimal experience who are eager to learn and grow in the marketing field.nnKey Responsibilities:nn- Market Research: Assist in gathering and analyzing information about market trends and competitor activities to identify new opportunities.n n- Campaign Support: Help in planning and executing marketing campaigns, ensuring all materials are prepared and distributed appropriately.nn- Reporting: Contribute to the preparation of regular reports on marketing activities, helping to track campaign performance and suggest improvements.nn- Collaboration: Work closely with team members from different departments to support various marketing initiatives and ensure alignment with company goals.nnRequired Skills and Expectations:nnCandidates should have completed their 12th grade and possess strong communication skills. A willingness to learn and adapt is essential, as is a positive attitude towards teamwork. Basic knowledge of marketing principles and familiarity with social media platforms will be advantageous. Self-motivation and the ability to manage multiple tasks in a dynamic environment will contribute to your success in this role.

We are looking for a dedicated Field Sales Executive to join our team in Surat, India. This role is ideal for individuals with a passion for sales and customer interaction, regardless of prior experience. nnKey Responsibilities:nn1. Client Engagement: You will actively interact with potential customers to understand their needs and promote our products or services effectively.n n2. Sales Target Achievement: Your goal will be to meet specific sales targets by converting leads into customers through effective selling techniques.nn3. Market Research: You will gather information about market trends and competitors, helping us to refine our sales strategy accordingly.nn4. Customer Relationship Management: Building and maintaining strong relationships with clients will be essential for securing repeat business and referrals.nnRequired Skills and Expectations:nnThe ideal candidate should have strong communication skills to articulate product benefits clearly. A good understanding of customer needs and the ability to persuade and negotiate will be crucial for success in this role. We expect candidates to be driven, self-motivated, and able to work independently while also collaborating with team members when necessary. A professional demeanor and a positive attitude will help in creating a good impression with clients. Since this role is full-time and involves working from the office, reliability and punctuality are essential.

JOB DESCRIPTION (Executive Assistant to the Director)Job Responsibility Provide administrative support to the Director to ensure the smooth functioning of day-to-day affairs, and most effective use of her / his time. Handle sensitive and complex issues in a professional and objective manner. Communicate with the diverse teams within the Institute and ensure flawless flow of information from Directors office to all functions. Help in creating and setting systems in place, Manage and set up meeting calendars. Help in building a desirable culture of the Institute under guidance from management. Process Directors correspondence, ensuring that incoming correspondence is dealt with by the Director/or on behalf of the Director, or other staff as appropriate. Maintain records of Directors contacts. Screen calls, enquiries and requests, and deal with them when appropriate. Produce documents, briefing papers, reports, and presentations for the Director. Act as the point of contact among Key managers, clients, and other external partners. Format information for internal and external communication for emails, presentations, and reports. Maintaining a high level of confidentiality and professionalism in all aspects of the role. On behalf of the Director, Build and maintain positive relationships with internal and external stakeholders, including clients and senior levels professionals. Take minutes during meeting.Job Requirement Work experience as an Executive Assistant or similar role. Excellent MS Office knowledge. Outstanding organizational and time management skills. Familiarity with office gadgets and applications (e.g. e-calendars, MS Team, Zoom etc.). Excellent verbal and written communications skills and confidentiality.

Key ResponsibilitiesManage and develop business opportunities within the assigned area.Achieve monthly, quarterly, and annual sales and operational targets.Conduct regular market visits to identify new customers and business prospects.Build and maintain strong relationships with clients, distributors, dealers, and channel partners.Monitor competitor activities and market trends.Ensure effective implementation of company policies, sales strategies, and promotional campaigns.Coordinate with internal departments for order processing, delivery, and customer support.Prepare area performance reports and business forecasts.Address customer concerns and ensure high levels of customer satisfaction.Support collection activities and ensure timely payment recovery where applicable.Train and guide field staff, sales representatives, or channel partners as required.

Key ResponsibilitiesGuest RelationsWelcome guests warmly and ensure a positive first impression.Assist guests with inquiries, requests, and service-related concerns.Build and maintain strong relationships with guests to enhance their experience.Handle guest complaints professionally and ensure timely resolution.Conduct guest follow-ups to gather feedback and improve service quality.Maintain accurate guest records and preferences in the system.Front Office & CoordinationManage reception and visitor handling activities.Coordinate guest appointments, bookings, and reservations.Liaise with internal departments to ensure seamless guest services.Provide information regarding services, facilities, programs, and events.Ensure guests receive prompt and courteous assistance at all times.Administrative SupportPrepare guest reports, feedback records, and service documentation.Maintain databases, registers, and daily operational records.Assist in organizing events, meetings, and guest engagement activities.Support management with administrative and coordination tasks.

Key ResponsibilitiesOn-Ground Prospecting & Lead Generation: Travel across assigned local territories to meet potential clients, retailers, dealers, or corporate prospects face-to-face.Client Presentations & Demonstrations: Conduct direct product or service presentations, deliver pitching proposals, and highlight product benefits tailored to customer needs.Relationship & Network Management: Build and maintain strong relationships with local business owners, retailers, or corporate decision-makers to secure repeat business.Negotiation & Closing: Handle objections on the spot, prepare quotes, negotiate commercial terms, and finalize sales contracts.Market Mapping & Competitor Tracking: Identify untapped areas within the assigned territory, gather competitive intelligence (pricing, offers, demand), and report market trends.Collections & Documentation: Ensure timely collection of payments, invoices, and completion of client onboarding paperwork where applicable.Reporting: Maintain daily visit logs, route plans, client updates, and pipeline status using a Mobile CRM app or daily reporting sheets.

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and recommend suitable products or services.Manage client accounts and ensure high levels of customer satisfaction.Act as the primary point of contact for client inquiries, concerns, and service requests.Identify opportunities for cross-selling and upselling products and services.Achieve assigned sales, revenue, and customer retention targets.Coordinate with internal departments to resolve customer issues promptly.Monitor market trends and competitor activities to identify business opportunities.Prepare client reports, business reviews, and account performance updates.Ensure compliance with company policies, procedures, and regulatory requirements.