Job Views:  
1261
Applications:  38
Recruiter Actions:  30

Job Code

182363

Manager - CRM - Financial Sector/Capital Market

4 - 7 Years.Kolkata
Posted 9 years ago
Posted 9 years ago

Job Description: I. Purpose of the role:

To oversee operations of the CRM function through timely and proper resolution of all customer queries, building relationship, creating processes & framework to provide stickiness among Customers . To aim at business development through identifying opportunities to develop business in new avenues for NSE and acquisition of new customers.

II. Key Responsibilities:

1. Business Development/Cross Sell -

- Track and provide an analysis of the CRM dashboard so as to understand amount of sales made.

- Gather, track and collate intelligences on members for enhancing the NSE experience.

- Exchange information with the relationship manager to understand the market.

- Collate and generate comprehensive report on feedback from market to create system enhancements

2. Client acquisition -

- Assist in acquiring clients through tracking and providing relevant information to organisations.

- Monitor information provided by relationship/account manager so as to ensure customers are provided with an enriched experience.

- Track and ensure all targets are met thereby ensuring NSE is positioned as a dominant player in the market.

- Approve all documentation required to process client requests.

- Make field visits, handle escalations and assign clients to relationship managers.

3. Client servicing -

- Track and monitor all service queries to ensure quality responses are provided.

- Handle escalations and solve client queries where ever required to ensure smooth operations.

- Study market and provide timely updates to improve and create better processes to serve the clients

4. Training -

- Track and provide coaching to junior managers or RMS wherever required.

- Update personal training calendar to attend and improve skills towards building a better skill set.

5. Report dashboard and Analytics -

- Analyse the data and budgeted targets against achieved targets to understand and improve the marketing process.

6. Investor awareness -

- Increase investor awareness through presentations to them on market scenarios and product offerings in tie-up with Investor Association of India, with SEBI, Chamber of commerce, Ministry of corporate affairs, Trade associations etc

- Conduct trainings to dealer's & Clients of trading members on the asset class that is traded

- Create awareness on Rights & Obligations of an investor

7. Subordinate Development -

- Ensure person-job fit in the regional office to enhance employee productivity in the region

- Coordinate for new joinees to undergo induction programme

- Develop subordinates through continuous mentoring and identifying training needs for them

- Resolve conflicts in the office in a tactical manner through dialogues and discussions.

Note: Additional responsibilities may be added from time to time depending on organizational requirements.

Key Skills: Educational Qualifications - MBA in Marketing / Finance

Role Requirements -

- Understanding of the Financial sector / capital market

- Sales/ CRM Experience in capital markets

Experience -

Essential Desired - 4 - 7 years sales / CRM experience in the financial, securities and or with institutional broking firms.

Reports to - CM-BD

Didn’t find the job appropriate? Report this Job

Job Views:  
1261
Applications:  38
Recruiter Actions:  30

Job Code

182363

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow
Apply on the go!

Download the iimjobs app to
apply for jobs anywhere, anytime

apple

Download on

App Store

playStore

Get it on

Google Play

appPromoQr

Scan to Download