CUSTOMER RELATIONSHIP REPRESENTATIVE

As a Customer Relationship Representative (CRR) you will be responsible for the key point of contact for clients from pre/ post-onboarding. The role is focused on delivering consistent service, managing queries, supporting renewals and transactions, and strengthening client relationships. This role is ideal for empathetic communicators who are detail-oriented and passionate about customer success.

· Serve as a primary liaison for assigned clients to address service requests, policy queries, and portfolio updates.

· Support investment & insurance renewals, documentation, and digital submissions.

· Ensure timely communication for premium alerts, tax-saving windows, and policy servicing.

· Facilitate feedback collection and maintain service records.

· Escalate and resolve issues through coordination with advisors and backend operations.

· Assist with event invitations, webinars, and knowledge dissemination.

· Build rapport to ensure client retention and high service satisfaction.

· Submit daily reports on client interactions to the Manager.

· Graduate in any discipline (BAMMC / BMS preferred).

· 1–2 years of experience in client servicing, tele sales, and CRM roles.

· Proficient in using CRM tools, MS Office, and digital communication platforms.

· Strong verbal and written communication (English, Hindi, Marathi preferred).

· Positive attitude, empathy, and ability to multitask under pressure (no-pressure as such).

· ₹2.4 – ₹3.2 LPA (inclusive of fixed and performance-linked components)

· Servicing Fees: Earned for proactive client service (as per KPIs).

· Activity Bonus: Incentives for cross-referrals or engagement support.

· Annual performance appraisals.

· Rapid promotions as per performance.

· Skill enhancement opportunities via SmartFP’s development programs.

· 6-day work week.

· Working hours: 9:00 AM – 6:00 PM (login before 9:10 AM mandatory).

· Holidays: As per bank holidays.

· Formal/ Smart Casual dress code; strong emphasis on punctuality and professionalism.

Customer Relationship Representative→ Senior CRR→ Relationship Manager→ Assistant Manager (Customer Services)