Customer Relationship Manager

About the job

Approach

• Book meeting (online or Physical) and build relationship with the client
• Visit on ground to understand the needs of the client
• If needed, meet the users and deep dive to understand the root of the problem
• Solution: Come up with a win-win solution for all.
• Feedback and communication – Ensure each feedback is communicated and recorded promptly so to have a quicker turnaround time in accomplishing tasks.
• Negotiation and Closure - As per company guidelines.
• Competition: Be aware and share regular feedback about competition through regular communication channels.
• Relationship - Set target of continuous relationship management for visits & meetings, regarding upselling.
• Weekly MIS (Management Information System) meeting to present Targets & Performance and referrals in numbers.
• Propose New sales and marketing strategies to meet organizational objectives.
• Referrals from existing clients (neighbors & friends), etc.
• Establish plans and strategies to expand and grow the business.

Continuous Feedback

• Develop your individual weekly/monthly route plan for customer visit and relationship building.
• Evaluate the sectors effecting due to policy changes
• Evaluate new and emerging sectors for business development and growth
• Evaluate new and emerging product needs due to change in market conditions and technology to build more efficient products and services
• Evaluate market & economic conditions affecting customers and propose change in strategy to management.
• Requirements1. Bachelor’s degree or master’s in Business Management
• Experience in IT or Managed IT services is an added advantage
• Must have had a previous work experience in Banking and or insurance sector
• A minimum of 3 - 5 years and above is an added advantage
• Must have experience in Banking or Insurance sector in relationship management6. Hold a valid driver's license for passenger car
• Interest or experience in participating in any team sport is an added advantage
• Experience in operating CRM tools