Maintain and update the CRM system with accurate client information.
Ensure data integrity and consistency across the CRM platform.
Track and Analyze Client Interactions:
Monitor and analyze customer interactions and data throughout the client lifecycle.
Generate insights to improve customer engagement and satisfaction.
Support Relationship Managers & regional CRM heads:
Assist relationship managers & CRM heads with client relationship management.
Provide training and support on CRM best practices.
Develop CRM Strategies:
Create and implement strategies to enhance collection efficiency, customer engagement and retention.
Coordinate with sales and marketing teams to align CRM initiatives with business goals.
Reporting and Feedback:
Prepare reports on sales/CRM MIS, client feedback, and CRM performance.
Use data-driven insights to recommend improvements.
Process Improvement:
Identify opportunities to streamline CRM processes and implement automation solutions.
Stay updated with the latest CRM technologies and trends.
Skills:
Proficiency in Excel, Power Point & CRM software (e.g., Salesforce, SAP).
Strong analytical and data interpretation skills.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Detail-oriented with strong organizational skills.
Job Classification
Industry: Real Estate (Co-working)Functional Area / Department: Customer Success, Service & OperationsRole Category: Customer Success, Service & Operations - OtherRole: Customer Success, Service & Operations - OtherEmployement Type: Full time