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Niyo Forex logo

Customer Relationship Manager

Niyo Forex

Briefcase icon
Max 5 years
Clock icon
Full Time
Wallet icon
As per Industry standards
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Mumbai, Maharashtra, India

About this role

idea iconJob Posted OnJan 15, 2026

idea iconRequired Skills

Client Interaction
Customer Relationship Management (CRM)
Product Knowledge
Client Satisfaction
B2C Sales
Field Sales

idea iconEducation

Graduate

idea iconLocation

Mumbai, Maharashtra, India


idea iconPerks and Benefits

Anti-Harassment Policies
Equal Pay
Employee Provident Fund
Employees Allowance
Gratuity
Health Insurance
Leave With-Pay
Sales Daily / Travel Allowance
Travelling Reimbursement

Job Description

Key Responsibilities:

  • Engage with customers for delivery & fulfilment of pre-booked customer leads for Bank
  • KYC, onboarding & activation along with any other customer query on-site to customer.
  • Effectively communicate the benefits and features of Niyo Global Forex Cards and other
  • cross sell products like International Travel Insurance, E-Sim, Forex Cash etc.
  • Build and maintain positive relationships with customers to ensure service & generate
  • referrals for all products placements for which incentive can be earned.

Actively participate in all trainings and stay updated on product knowledge & other know-
how for lead status mapping, escalation for issues and other process of customer service.

Required Skills and Expertise:
1. Minimum of bachelor’s degree in any stream.
2. Excellent communication in English with local language proficiency.
3. Interpersonal skills, with the ability to engage with HNI customers effectively.
4. Knowledge of any financial products sales & service will be an added advantage.
Other Requirements:
1. 0-3 Years in any service or sales industry with focus on customer facing deliverables.
2. Personal Two-Wheeler preferred. Local travel expenses reimbursed as per policy.
Benefits:
Competitive salary and attractive incentive structure based on performance (not part of
Fixed CTC). Full time position on company’s payroll. In-City Field Joining.
Company paid Group Medical Insurance, Personal Accident and Term Life Insurance.
Comprehensive training programs to enhance sales skills and product knowledge.
Life at Niyo: We are a Great Place to Work® certified company.


Values:
We live by these core values at Niyo:

  • Bias For Action
  • Customer Focus
  • Innovation
  • Integrity
  • Ownership
  • Teamwork

If you have a passion for sales & service and are looking for an exciting opportunity to join a
dynamic team, we encourage you to apply. We look forward to welcoming talented individuals
who are eager to contribute to our success.

About the company


Niyo Forex logo

Niyo Forex

BFSI
400-700 employees

Explore More
At Niyo, we are focused on creating banking that is simpler, smarter and safer for our customers by simplifying finance with technology.

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