Customer Relationship Manager

Customer relationship managers should know their customer's needs, and wishes. He or she

should be well versed in the value delivered to customers and the problems customers are trying
to solve.

A relationship managers role involves working with clients to help them make the right decisions

with their accounts and explain the financial services on offer to them. The manager would also

be expected to identify possible sales opportunities and generate new business for the company

you work for.

The customer relationship manager will not only solve customer requests but will proactively offer
ideas and insights to improve the customer's issues and challenges.

The customer relationship manager will follow up on every issue and ensure complete satisfaction
and maximum utilization of the product or services sold to customers.

Skills Required:

o An understanding of banking fundamentals and finances.

o Experience of Know Your Customer and Know Your Business procedures

o Strong interpersonal and relationship building skills

The ability to plan, organise and manage your time effectively

Ideally, a professional qualification in a relevant banking standard

The ability to explain complex information clearly and simply

Good sales and negotiation skills

An interest in financial products and markets

Business Development -Commercial Banking

Roles and Responsibilities:

Run high quality Enterprise sales cycles which includes:-

Identifying and initiating new sales opportunities by prospecting new clients

Leveraging existing client relationships and networks to generate commercial interest

 Qualification and generating demand at clients and prospects

Creating compelling value propositions mapped to client business needs

Negotiating and Closing complex agreements.

Own quota to be attained by selling to new client accounts and by leveraging one's earlier
relationships for selling high value added services to Commercial Banks including

Commercial Lending support

Regulatory and Risk Reporting

Compliance support

Pitch to the front office COO/Head of Corporate Banking/Chief Credit officer/Chief Risk
Officer/Chief Compliance officer/ the CXO level to build a broad vision of outsourcing and associated
benefits

Ensure complete client coverage by calling upon the support of subject matter specialists and pre-
sales teams in India

Provide accurate forecasts and pipeline information to management

Meet established revenue targets, while creating new and enhanced customer relationships and
ensuring client satisfaction

Skills:

Ability to independently hunt, identify and develop new business opportunities is key

Experience in a sales role within a software/services organization with a successful track record in
sales, preferably selling enterprise KPO solutions

Ability to sell on a needs/solutions approach and ability to engage with senior business users,
COO's, Chief Credit Officers, CRO's, CCO's and Procurement Managers is a must

Ability to influence key decision makers during the full life cycle of the sales process

Strong presentation and negotiation skills as well as outstanding client relationship management
experience

Experience in leading sales efforts, proposal development and closing deals

Strong communication skills, both oral and written

Creative problem-solving skills and ability to diagnose issues and develop solutions

Ability to multi task and meet short deadlines

Ability to work both independently and within a team environment, with focus and high attention
to detail