Recruiter at Disha Talent Management
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Manager - CRM - BFSI (10-15 yrs)
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
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