Customer Relations
1 week ago
Position Overview:
Heritage Hospitals is seeking a dynamic, service-driven professional to deliver exceptional patient experience through proactive engagement, CRM-based communication, and data-driven follow-ups. The incumbent will be responsible for managing patient interactions via calls, messages, and digital platforms while ensuring every inquiry is converted into a positive service outcome. This position is ideal for individuals passionate about patient engagement, lead management, and healthcare service excellence, with a knack for communication and data coordination.
Key responsibilities:
1. Patient interaction and building relationships
- Serve as the first point of contact for all patient and consultation inquiries through calls, WhatsApp, or digital channels
- Handle inbound and outbound communications with empathy, clarity, and accuracy
- Counsel patients regarding services, doctors' availability, procedures, and admission formalities
- Ensure high-quality interactions that build patient trust and satisfaction
2. CRM management
- Operate and update the Hospital CRM system daily to track inquiries, leads, and follow-ups
- Monitor and ensure timely movement of leads from inquiry to consultation or admission
- Generate daily and weekly CRM analytics reports on lead status, conversion ratios, and follow-up performance
- Identify patterns in lead behavior and recommend process improvements to management
3. Coordination
- Collaborate with departments such as OPD, Diagnostics, and Billing to ensure smooth patient scheduling and coordination
- Share key patient insights and communication trends with supervisors to enhance operational efficiency
4. Documentation
- Maintain structured call logs, lead dashboards, and communication summaries
- Prepare MIS reports on call performance, conversion trends, and customer engagement metrics
- Maintain confidentiality and data protection standards while handling patient information
Desired qualifications and experience:
- Graduate in any discipline, preferably with specialization in Sales, Marketing, or Communication
- 1–3 years of experience in CRM tool, lead management, telesales/ tele calling
- Strong understanding of CRM tools, lead funnel management, and reporting dashboards
- Fluency in English and Hindi; proficiency in other languages will be an asset
- Proficient in MS Excel, Word, and basic data reporting formats
Key competencies:
- Exceptional communication and interpersonal skills
- Strong relationship-building and persuasion ability
- Analytical mindset with attention to accuracy in CRM updates and reporting
- Patient-centric approach with empathy and responsiveness
- Positive, goal-oriented attitude and commitment to teamwork
Job Type: Full-time
Work Location: In person
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