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07/12 Ramesh
Recruiter at Disha Talent Management

Views:274 Applications:73 Rec. Actions:Recruiter Actions:43

Manager - CRM - BFSI (10-15 yrs)

Mumbai Job Code: 55917

A. Handle / Manage customer relationship

- Single point of contact for the client for escalation on operational issues, new requirements, projects, services, additional business proposals, etc.

- Understand client requirements (apart from day to day operational activities) and work closely with various departments of Custody, Fund Accounting and Transversal to ensure the same can be implemented.

- Guide clients on market changes, processes, regulatory changes with impact. Efficiently handle regulatory concerns of foreign clients and ensure that their concerns are raised, wherever possible, to local regulators.

- Review of SLAs, Fees, and scope of services on a periodic basis to analyze cost vis-- -vis revenue from every relationship.

- Client feedback: Ensure close communication with clients to get their feedback through weekly/monthly calls/visits and work on improvements with the concerned department to ensure consistently good service. Measure client satisfaction.

- Ensure close communication with operations to be fully aware of incidents in client account to address them to influence quality in customer servicing.

- Monitoring of client queries along with aging and ensure resolution within the prescribed TAT in collaboration with operations.

- Increase additional business from existing clients by exploring new avenues of services, business, product offerings, etc.

- Assess client performance

B. Key Performance Indicators (KPIs) - trades, assets, income earned, expenses

- Review of outstanding revenue from clients

- Profitability Growth

- Increase wallet share

C. Part of Product Committee & Pricing Committee

Requirements for the role:

- 10 to 15 years experience in Custody (Sales /RM /Client Services /Operations). This is a mandatory requirement for this role. Candidates who do not qualify this requirement kindly do not apply.

- Excellent knowledge of the local market: key people, market practices, regulations, products, competition, international market practices/process, etc. will be an added advantage

- University degree. Post-Graduation will be an added advantage

- Strong communication and negotiation skills, self-confident, result driven, analytical, organized, has focus on resolving client issues with agreed TATs

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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