CLIENT RELATIONSHIP MANAGER

#101, A Block, "Sarovar Mansion" 1st Floor, Dodda Banaswadi Main Road, Annaiah Reddy Layout, Banaswadi, Bengaluru - 560 043.
LANDMARK: OPP TO KUNDAN ELECTRONICS OR POORVIKA MOBILES Email: hr@coequalservices.com
Phone: +91 9606456982 +91-080-29909931 +91-080-29909932
Job Overview COEQUAL Services serves customer segments such as individuals, business, government, and retail institutions in all financial related products. The relationship teams and the digital channels complement each other to offer a unique value proposition to our customers.
Job Summary: The Client Relationship Manager (CRM) will be responsible for maintaining and growing the relationship between our company and its clients. The CRM will work closely with clients to ensure they are satisfied with the services provided, address any concerns, and work on strategies to enhance the client experience. The role requires excellent communication skills, a deep understanding of our services, and the ability to manage multiple client accounts. We are looking for young, dynamic male / female professionals In our effort to be the NBFC of Choice, we continuously strive to understand and serve the financial needs of our customers. The process includes: COEQUAL SERVICES: (ROI & SCHEMES) Client Acquisition and Relationship Management Conduct client meetings, presentations, and negotiations to close deals and secure new business. Monitor and analyse performance, adjusting strategies as necessary to achieve targets. Contribute to the Companys overall strategic planning by providing input on market opportunities and potential growth areas. Ensure a high level of customer satisfaction by delivering exceptional service and support. COEQUAL NIDHI LIMITED: (FD & SCHEMES) Offering solutions that are fair to the Customer and Fair to the NBFC Offering financial solutions that meet the needs of our customers Constantly exploring emerging market opportunities, trends and changing customer preferences Build and offer suitable propositions to our customers Deliver best in class service to our customers COEQUAL WELFARE FOUNDATION (F2F - Funding Raising) F2F - Funding Raising donation through the direct marketing, like High Foot fall locations like Malls, Shops, Corporate Offices. Corporate Funding: Donation from Medium & Small industries (MSME) Corporate activities: Donation through Corporate activities like, Payroll giving activities Segmented Donation: Profession segmentation, Like Doctors, Lawyers, and Automobiles etc. Community building activities: Like Residential community, Common professional Community etc. You should be able to generate ideas for sales promotions & events that are in line with the organizations objectives. Key Responsibilities: 1. Client Management: Serve as the main point of contact for assigned clients, providing timely and effective support. Develop and maintain strong relationships with clients, ensuring a deep understanding of their business needs and objectives. Conduct regular check-ins with clients to assess satisfaction, gather feedback, and identify opportunities for improvement. 2. Account Growth: Identify opportunities to upsell or cross-sell additional services/products to existing clients. Collaborate with sales and marketing teams to create strategies for account growth. Develop and present proposals to clients that address their evolving needs 3. Problem Resolution:: Act as the client s advocate within the company, ensuring their needs are communicated and met. Address and resolve any client issues or concerns in a timely and professional manner. Coordinate with internal teams to ensure prompt delivery of services and resolution of issues. 4. Reporting and Analysis: Monitor client satisfaction metrics and report on client feedback. Analyse client data to identify trends, risks, and opportunities for improvement. Prepare and present reports on client relationships, including account status, activity, and outcomes. 5. Collaboration and Communication: Work closely with internal teams to ensure seamless delivery of services Facilitate communication between clients and internal departments to address needs and challenges. Participate in regular meetings and strategic planning sessions. Qualifications & Requirements: Bachelor s degree in Business, Marketing, or a related field. (1). Client Relationship Manager - 5+ years of experience (2). Client Relationship Executive - 3+ Years of experience in client relationship management, account management, or a similar role. English, Kannada, Hindi is Mandatory Proven track record of managing and growing client accounts. Strong interpersonal and communication skills. Ability to work independently and manage multiple client accounts. Proficiency in CRM software and Microsoft Office Suite. Excellent problem-solving skills and attention to detail. IMMEDIATE JOINERS PREFFERED Perks and Benefits: As Per Company Standards. Remuneration is not a constraint for right candidate. Good Communication Skills (Spoken and Written) Good Managerial Skill Experienced Candidates can apply for job. Benefits: