Manager - CRM

6 days ago

Mumbai, Maharashtra, India ACME SERVICES PRIVATE LIMITED Full time ₹ 15,00,000 - ₹ 25,00,000 per year
  1. Collaborating with Bankers and fostering long-term relationships through regular communications & meetings.
  2. Serve as the primary point of contact for clients, addressing their inquiries, concerns, and requests promptly andprofessionally.
  3. Informing and inviting bankers for a project Launch.
  4. Provide financial advice and guidance to clients basis on their eligibility.
  5. Facilitating smooth coordination between clients and banker.
  6. Stay updated on industry trends, regulatory changes, and market developments to offer informed advice to clients.
  7. Providing APF documents to bankers and ensuring the project is approved by receiving APF approvals.
  8. Generating revenue through providing leads to the bankers.
  9. Generating commission bills and ensuring we have received the payout.
  10. Coordinating with an internal team for solving customers queries.
  11. Follow up with clients for collection, agreement signing, and addressing any queries or concerns.
  12. Prepare and compile reports related to collections, agreements, and client interactions.
  13. Prepare presentations (PPT) for monthly reviews and target setting.
  14. Conduct reviews and set targets for the team.
  15. Coordinate client agreement signings.
  16. Collection for Daily, Agreement Status, Inflow of Quarterly & Yearly

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