CRM Manager

CRM Manager

DirectUsHr Services
4-12 years
10000 - 300000 INR

Job Description

Leading & Monitoring the team of Client Relation executives, ensuring best client experience via adherence to defined process
• Leading the office admin team to ensure office is kept in best shape to welcome clients & partners for faceto-face meetings at all times.
• Proper work assignment amongst team members to ensure all activities are handled in timely manner
• Initiating interactions with business leads given by CEO or received through various sources to understand client needs • Ensuring Walk In customers are handled properly & scope for additional services is explored • One-to-One meetings with current & prospective clients to inform them about our company & offer best solutions to them.
• Updating details to lead database for discussions with new leads or Current Clients requesting for additional services
• Present best impression of the company & push clients to take up company’s services during all client & partner interactions
• Interact with customer to collect all necessary information by Filling up Client Information Form
• Conducting CAP4 Analysis to be conducted & confirm loan eligibility & taking decision on which institute to recommend for loan purpose
• Based on financial institute selected, sharing Service offering & costing details & handling objection from customers’ side • Arranging for document pickups from clients by assigning field executives with proper list of documents needed
• Conducting through check of documents received from clients before presenting same to Operations team
• After sanctioning of loan, calling Clients & sharing Sanction Letter & Disbursement requirements for quick disbursement
• Supporting Operations team in Post-Disbursement activities such as Handling client communication for default case list as received from LIC, or collection of Nash Details updates on regular basis from clients • Keeping tab on customer's current Rate of Interest & offering better optional if possible for 1+ year old cases.
• Handling current clients calls for any support needed about their loans such as Connecting with clients for IT Certificates, Rescheduling of EMIs, Change of Contact details, Part-payment
• Ensuring all client documentations & quires are handled in prompt & error free manner to ensure quick execution of clients’ loan related requirements
• Calling back older clients of the company to confirm possibilities of loan transfers, refinancing or regular services & in case of positive response, ensure that loan transfer/ refinancing or closure requirements are met in time.
• Maintaining office administration in proper manner to ensure that work is done in efficient manner & client get positive experience when they visit the office.

Directsus‟ is Latin for „Simple or Straightforward‟, which exactly is our take on Human Resource Management. We believe that the core of HRM is a simple art and a science of dealing with people to improve their efficiency.

For DirectusHR, the thought that every individual needs to be in an environment which encourages happiness, fairness and chance for continued development. When we ensure that organization deals with their employees in the Right Way, it solves one of the most basic yet always incomplete business equation 'People = Performance = Profit'.

The Vision of DirectusHR is to make HR stand for 'Happy Resources'. And with our business driven thoughts, simple to use processes and execution driven focus we hope that our ultimate contribution to our clients is 'Happiness Simplified'.

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