Customer Relationship Strategist

Customer Relationship Strategist

We are seeking a seasoned Customer Relationship Strategist to develop and maintain high-value relationships with clients in the BFSI industry. The ideal candidate will have expertise in retail mortgages and a strong ability to drive customer growth.

Key Responsibilities:

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• Identify opportunities to expand existing client relationships and develop strategic plans to increase revenue.\
• Collaborate with internal teams to provide comprehensive solutions to clients, ensuring exceptional customer service and support.\
• Develop and implement sales strategies to achieve monthly and quarterly targets, while maintaining a deep understanding of market trends and competitor activity.\
• Conduct market research to stay informed about industry developments and make data-driven decisions.\
• Build and maintain relationships with key stakeholders, including clients, partners, and cross-functional teams.\
• Stay up-to-date on regulatory requirements and ensure compliance across all business activities.\
• Analyze sales performance and identify areas for improvement, implementing changes to drive business growth.\
• Provide coaching and training to team members to enhance their skills and knowledge.\
• Maintain accurate records and reports, providing regular updates to management.\
• Participate in strategic planning and contribute to the development of business objectives.\
• Other responsibilities may include participating in special projects, providing input on process improvements, and contributing to the development of new initiatives.\
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Requirements:

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• Proven experience in relationship management and sales strategy within the BFSI industry.\
• Expertise in retail mortgages and financial products.\
• Strong analytical and problem-solving skills, with the ability to analyze complex data and make informed decisions.\
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, partners, and colleagues.\
• Ability to work in a fast-paced environment and meet deadlines, with a focus on delivering high-quality results.\
• Strong business acumen, with a deep understanding of market trends and competitor activity.\
• Experience working with cross-functional teams and collaborating with internal stakeholders to achieve business objectives.\
• Proficiency in sales software and technology platforms, with the ability to leverage these tools to drive business growth.\
• Knowledge of regulatory requirements and industry standards, with the ability to ensure compliance across all business activities.\
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Skills:

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• Relationship Management\
• Sales Strategy\
• Market Research\
• Business Development\
• Team Leadership\
• Coaching and Training\
• Process Improvement\
• Project Management\
• Regulatory Compliance\
• Financial Analysis\
• Communication and Interpersonal Skills\
• Time Management\
• Problem-Solving\
• Adaptability\
• Results-Oriented\
• Customer Focus\
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Benefits:

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• Opportunity to work in a dynamic and growth-oriented company.\
• Competitive salary and benefits package.\
• Professional development and training opportunities.\
• Collaborative and supportive work environment.\
• Recognition and rewards for outstanding performance.\
• Opportunities for career advancement and professional growth.\
• Comprehensive health and wellness programs.\
• Generous paid time off and holidays.\
• Access to cutting-edge technology and tools.\
• Discounts on company products and services.\
• Flexible work arrangements and remote work options.\
• Recognition and awards for employee achievements.\
• Employee assistance programs and resources.\
• Community involvement and volunteer opportunities.\
• Fun and engaging company culture.\
• Employee recognition and appreciation events.\
• Wellness programs and stress management initiatives.\
• Training and development opportunities.\
• Autonomy and flexibility in work assignments.\
• Regular feedback and coaching from managers.\
• Clear expectations and goals for performance and success.\
• Metrics for measuring performance and progress.\
• Resources and support for achieving career goals.\
• Developmental opportunities and stretch assignments.\
• Career mapping and succession planning.\
• Clear communication and transparency regarding company goals and objectives.\
• Open-door policy and access to senior leadership.\
• Empowerment to make decisions and take calculated risks.\
• Timely and actionable feedback on performance and progress.\
• Regular check-ins and progress updates with managers.\
• Celebrations and recognition of milestones and achievements.\
• Emphasis on employee well-being and work-life balance.\
• Flexibility in work schedules and locations.\
• Support for continuing education and professional development.\
• Resources for employee mental health and wellness.\
• Safe and inclusive work environment.\
• Employee ambassadors and champions.\
• Employee recognition and rewards programs.\
• Performance-based bonuses and incentives.\
• Quarterly or annual bonuses based on individual performance and company goals.\
• Profit-sharing or equity participation in company success.\
• Annual reviews and evaluations of performance and goals.\
• Regular evaluation and assessment of job duties and responsibilities.\
• Changes to job descriptions and responsibilities as needed.\
• Job restructuring and redefinition of roles and responsibilities.\
• Creation of new positions and job openings.\
• Recruitment and hiring of new employees.\
• Internal promotions and transfers.\
• Employee mobility and career progression.\
• Upward or lateral career movement.\
• Role rotations and job shadowing opportunities.\
• Secondments and sabbaticals.\
• Employee mentorship and coaching programs.\
• Guidance and support for career aspirations.\
• Leadership development and succession planning.\
• High-potential programs and talent development initiatives.\
• Cross-functional training and exposure.\
• Networking opportunities and connections.\
• Visas and relocation support for international hires.\
• Global mobility programs.\
• Expatriate compensation and benefits packages.\
• International relocation assistance and support.\
• Special allowances and perks for expat employees.\
• Language training and cultural orientation programs.\
• Housing and accommodation assistance.\
• Travel and relocation expenses reimbursed.\
• Home leave and annual return passage policies.\
• Education allowance and support for dependent children.\
• Local tax assistance and guidance.\
• Country-specific advice and recommendations.\
• Health insurance and medical coverage for expats.\
• Emergency assistance and repatriation services.\
• 24/7 emergency contact and support hotline.\
• Hardship posting policy and allowances.\
• Working conditions and accommodations for people with disabilities.\
• Employer-sponsored family travel and visits.\
• Family reunion travel subsidies.\
• Student scholarships and educational grants.\
• Dependent care assistance and flexible work arrangements.\
• Employee resource groups and diversity initiatives.\
• Accessibility and disability inclusion programs.\
• Disability employment initiative and equal employment opportunity.\
• Disability awareness and education programs.\
• Accessible workplaces and facilities.\
• Reasonable accommodations for applicants and employees.\
• Inclusive recruitment practices and hiring processes.\
• Equal pay and fair treatment without regard to race, gender, age, or other protected characteristics.\
• Zero-tolerance policy for workplace harassment and bullying.\
• Anonymous reporting systems for concerns and complaints.\
• Protection from retaliation and consequences for reporting incidents.\
• Quick response times and action on employee concerns.\
• Investigations and due process procedures.\
• Disciplinary actions and consequences for misconduct.\
• Progressive discipline policy and corrective measures.\
• Employee right to request reasonable accommodations and modifications.\
• Workplace accessibility and universal design principles.\
• Physical accessibility of worksites and facilities.\
• Technological accessibility and assistive technologies.\
• Equal access to company information, policies, and benefits.\
• Reasonable accommodations for associate requests during pregnancy, childbirth, or related medical conditions.\
• Leave and time-off policies for associates experiencing maternity, paternity, adoption, foster care, or surrogacy.\
• Breastfeeding support and accommodations for lactating associates.\
• Paid parental leave and bonding time.\
• Relocation and moving assistance for domestic moves.\
• Legal protections for pregnant workers and breastfeeding mothers.\
• Flexible start/end times and telecommuting options.\
• Automated accessibility features and customization options.\
• Web content optimization and metadata maintenance.\
• Audio description, closed captions, and screen reader compatibility.\
• Meeting rooms with audio equipment and presentations available in digital formats.\
• Sign language interpreters and deaf/hard-of-hearing accommodations.\
• Service animal acceptance and companionship pets in offices.\
• Respectful and non-discriminatory treatment for all employees.\
• Ensure accessible documentation and communications.\
• Ableism-free workplace and no biases against disabled people.\
• Elimination of obstacles and barriers to employees with disabilities.\
• Attitude, behavior, and performance standard enhancement program.\
• Practicing exclusion of automatic dissent through inner capability and reliance alternatives form compromise.\