Assistant Manager - CRM - Capital Markets

Exceed Consulting
  • Chennai
  • 10-15 lakh
  • 1-3 years
  • 21 Jul 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Client Servicing:

- Provide necessary assistance to clients (depending on type of query) as per defined process and checklist.

- Coordinate with internal departments to provide suitable responses to client queries and

- Track, monitor and escalate client issues in a timely manner to enhance customer experience

- Access query management system to support and solve issues logged/highlighted by customers.

Business Development /Cross sell:

- Meet prescribed number of representatives/authorized personnel of member organizations each day to ensure sales targets are met and/ or relationships are maintained.

- Work towards addressing existing as well as upcoming bottlenecks (E.g. Technological gaps, product gaps or process gaps) by providing additional support and handling operational detail to enhance customer satisfaction.

- Assist clients with operational setup (e.g. Telecom line leasing) by coordinating with different internal departments to ensure a rich customer experience.

Client Acquisition:

- Coordinate, support and assist with setting up road shows, seminars and or presentations for disseminating information to relevant customers.

Client Training:

- Coordinate client training requests and forward to marketing department for delivery purposes.

- Collect, collate and submit all feedback forms and data to the marketing department for further analysis so as to enhance the effectiveness of product/service delivery mechanism.

- Coordinate and offer one on one training wherever needed to improve product/service experience.

Performance Measures:

Financial measures - Achievement of cross-sales /Business Targets and client acquisition targets

Customer measures- Customer satisfaction index

Internal Processes measures- Adherence to internal SLAs and timelines in client query resolution process by team

Learning and growth measures- Stay up to date with all latest clearance certification.

Educational Qualifications & Experience:

- Essential - MBA in Marketing / Finance with understanding of the Financial sector / capital market

- 1 - 3 years Sales/ CRM Experience in capital markets financial, securities and or with institutional broking firms

Competencies/Skill sets for this job

Crm Customer Financial Timelines Capital Market

Job Posted By

About Organisation

Exceed Consulting