CRM Executive Blueant Finserv Private Limited

1. Client Onboarding

· Ensure smooth onboarding of new clients with proper documentation.

· Conduct initial client meetings and set expectations.

2. Relationship Management

· Maintain strong relationships with existing clients to ensure retention.

· Regularly interact with clients through calls, emails, and meetings.

· Address client queries and concerns promptly.

3. Customer Satisfaction & Service

· Ensure high levels of customer satisfaction through efficient service.

· Conduct periodic feedback surveys and implement improvements.

· Resolve customer complaints within the defined TAT (Turnaround Time).

4. Sales & Revenue Growth

· Upsell and cross-sell products/services to existing clients.

· Meet monthly and quarterly sales/revenue targets.

· Work closely with the sales team to convert leads into customers.

5. Data Management & Reporting

· Maintain accurate client records in CRM software.

· Track and report customer interactions, feedback, and escalations.

· Prepare periodic reports on customer trends and service performance.

6. Coordination & Teamwork

· Collaborate with internal teams (sales, support, and marketing) for seamless service.

· Share customer insights to help improve product/service offerings.

· Assist in developing client engagement strategies.

7. Compliance & Process Adherence

· Follow company policies, data protection, and compliance guidelines.

· Ensure all interactions align with legal and regulatory requirements.

· Maintain proper documentation for audits and internal reviews.

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