Retention Strategies Jobs

Job Role: Wealth ManagementDepartment: Sales ; Location: Kolkata Years of Experience: 5-8 years of which min 3 years in Private Bank / Wealth Management Industry, preferably a female. Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred Individual Contributor/ Team Manager: Individual contributor or Team ManagerJob Description / Key Responsibilities: Client Acquisition - Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients in high potential markets of eastern India. Primarily responsible to shape investment strategies, business growth and ensure exceptional service delivery to privileged clients in high potential markets of eastern India. Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory, and Research Based AUM products (PMS, AIF, MF, Debt, Unlisted, Third Party Products). Contact prospective clients to present information and explain our products and anticipated returns. Provide a genuine advisory approach with highest level of customer service. Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions. Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships. Plan periodical meetings and touch-points with clients. Engage in periodical competitor mapping and suggest product and business team to track market developments. Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions. Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team. Stay up-to-date with market trends, economic indicators and relevant financial news. Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.Key Result Area (KRA):Margin AcquisitionClient RelationshipMarket ResearchComplianceKey Performance Indicators(KPI):Margin Acquisition - AUM in CroresClient SatisfactionClient RetentionCompetitor Mapping on best practicesAdherence to Regulatory ComplianceRisk MitigationOrganization-based Competencies:Data DrivenSense of OwnershipTeam PlayerQuality of OutputFinancial AcumenTechnical Competencies:Financial Analysis / Quantitative SkillsStrong understanding of Asset Management and Investment StrategiesAsset AllocationCompliance & Risk ManagementBehaviour-based Competencies:Communication SkillsPresentation SkillsLeadership SkillsInterpersonal SkillsStrategic mindsetTarget-oriented

We are looking for an experienced CRM Executive to be responsible for engaging with key customers by building and preserving trusting relationships. The CRM Executive will constantly identify opportunities to grow the customer base and build positive relationships with new clients. You should also be strategic and analytical when finding solutions to problems to ensure maximum client satisfaction.To be successful as a CRM Executive, you should possess excellent communication skills and maintain the core values of the organization. You will conduct quality assurance surveys to determine customer satisfaction and use the findings to improve on areas of complaint. Ultimately, an outstanding customer relationship manager will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.CRM Executive Responsibilities:Building and maintaining profitable relationships with key customers.Overseeing the relationship with customers handled by your team.Resolving customer complaints quickly and efficiently.Keeping customers updated on the latest products in order to increase sales.Meeting with managers in the organization to plan strategically.Expanding the customer base by upselling and cross-selling.Understanding key customer individual needs and addressing these.Conducting business reviews using CRM programs.Knowing your competition and strategizing accordingly.CRM Executive Requirements:Minimum of 1 years experience.Excellent interpersonal and communication skills.Proficient in all Microsoft applications.Superior product knowledge.A team player with leadership skills.Maintain a positive attitude focused on customer satisfaction.

- Engage with customers via phone, email, or in person to understand their requirements and provide detailed product information about glasses, hardware, and related products.- Assist customers in selecting products based on their needs and preferences, suggesting complementary or upgraded items where appropriate.- Process customer orders, ensuring accuracy in product selection, pricing, and delivery details. Follow up with clients to confirm orders and payment statuses.- Prepare and send quotations to customers, negotiating prices and terms as needed to close sales while maintaining company profitability.- Monitor stock levels and coordinate with the inventory team to ensure product availability. Notify customers of backorder situations and manage special requests.- Build and maintain strong relationships with existing clients through regular follow-ups, after-sales service, and prompt handling of any inquiries or concerns.- Track sales activities, maintain accurate records, and report on progress towards sales targets to the management team.- Meet or exceed monthly and quarterly sales targets set by the company, ensuring consistent sales growth and customer satisfaction.- Stay updated on the latest products, trends, and technologies in the glass and hardware industry, ensuring accurate information is provided to customers.- Address customer complaints or issues in a timely and professional manner, ensuring customer satisfaction and loyalty.- Work closely with other team members, including the sales and marketing departments, to implement promotional campaigns and drive sales.- Ensure that all sales documentation, including invoices, delivery receipts, and sales contracts, are properly maintained and filed.

- Develop and maintain strong, long-lasting relationships with key customers, retailers, and distributors to enhance customer loyalty and satisfaction.- Create and implement customer retention strategies such as loyalty programs, personalized offers, and post-purchase follow-ups to increase repeat business.- Address customer inquiries, complaints, and concerns in a timely and professional manner, working to resolve issues and maintain positive relationships.- Work closely with the sales team to identify new business opportunities, provide customer insights, and support the achievement of sales targets and growth.- Regularly collect feedback from customers about products, services, and overall experience to identify areas for improvement and ensure customer satisfaction.- Gather and analyze customer and market data to provide insights into customer preferences, purchasing behavior, and trends, and inform marketing strategies.- Manage a portfolio of key accounts, ensuring that their needs are met, expectations are exceeded, and the relationship is nurtured for long-term success.- Coordinate with marketing and sales teams to design and implement promotional campaigns and special offers aimed at enhancing customer engagement and driving sales.- Provide customers with up-to-date product information, pricing, and promotional details to enhance their purchasing decisions and experience.- Monitor customer interactions and performance metrics, generating regular reports on customer satisfaction, retention rates, and feedback to share with management.- Collaborate with various departments (sales, marketing, logistics, and finance) to ensure smooth service delivery, order fulfillment, and customer satisfaction.- Educate customers on the benefits and features of FMCG products to enhance their understanding, increase sales, and improve brand loyalty.

- Meet or exceed monthly, quarterly, and annual sales targets by generating new business opportunities and managing existing client relationships in the tea packaging industry.- Identify and target potential clients, including tea manufacturers, distributors, and retailers, to generate leads and acquire new business for tea packaging services.- Conduct product presentations and demonstrations to showcase the companys tea packaging solutions, highlighting quality, customization options, and benefits to potential customers.- Build and maintain strong relationships with existing clients, ensuring a high level of customer satisfaction and repeat business. Address customer inquiries, concerns, and feedback promptly.- Conduct market research to identify trends, competitor offerings, and customer needs within the tea packaging industry, adjusting sales strategies accordingly.- Stay up-to-date with the company's tea packaging products and services, ensuring the ability to answer customer questions and provide tailored recommendations.- Lead negotiations with customers regarding pricing, terms, and conditions, ensuring a mutually beneficial agreement that aligns with company objectives. Close sales deals efficiently.- Coordinate with the operations team to ensure the timely processing of orders and follow up with customers to ensure satisfaction with their tea packaging services.- Maintain accurate records of sales activities, opportunities, and pipeline management, providing regular reports to management regarding sales progress and forecasts.- Assist in developing and executing promotional campaigns, both online and offline, to increase visibility and drive sales of tea packaging services.- Work closely with the marketing team to create sales collateral, promotional materials, and digital content that support sales efforts and increase market awareness.

- Actively promote and sell Hicks thermometers to healthcare facilities, hospitals, clinics, pharmacies, and other relevant industries.- Identify and pursue new business opportunities to expand the customer base and increase sales.- Build and maintain strong relationships with existing and potential clients.- Understand customer needs and offer suitable product solutions to meet those requirements.- Conduct market research to identify trends, customer preferences, and competitor activities.- Conduct product demonstrations, highlighting the features and benefits of Hicks thermometers to potential clients.- Negotiate terms, pricing, and contracts with customers, ensuring both parties expectations are met.- Process customer orders, ensuring accurate entry and timely delivery.- Work closely with the logistics and operations teams to track orders and ensure on-time fulfillment.- Prepare quotations, proposals, and pricing for customers in accordance with company pricing structures and terms.- Provide ongoing customer support and address any product-related issues or inquiries.- Assist with product installation or troubleshooting, when necessary, ensuring customer satisfaction.- Gather customer feedback and share it with the product development and marketing teams to help improve the product offering.- Ensure all sales activities are in line with company policies and relevant regulatory requirements.