CRM & Admin (In office + Travelling )

Job Description Key Responsibilities: Managing bank visits to strengthen client relationships and generate new business opportunities. Conducting regular follow-ups with banks to expand business prospects and maintain strong professional relationships. Developing and maintaining relationships with banking clients through regular visits and strategic follow-ups. Act as the primary point of contact between the core team, clients, and senior leadership, ensuring smooth communication and workflow. Coordinate and monitor project progress, assign tasks across departments, and ensure timely delivery with required quality standards. Manage client communications, follow up on data requirements, and resolve invoice or payment-related issues until closure. Provide executive support including scheduling, meeting coordination, drafting correspondence, and maintaining records. Handle travel arrangements, office administration, and basic bookkeeping to support overall business operations. Perform additional tasks and support duties as assigned by leaders Preparing Proposal. Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Work Location: In person