Kotak Mahindra Bank Back Office Jobs in Patna

Customer relationship executive

Company : Kotak mahindra bank

Category : Back Office

A Customer Relationship Executive (CRE) plays a critical role in managing and enhancing the relationship between a company and its clients. Below is a detailed job description for a Customer Relationship Executive:

Job Title: Customer Relationship Executive

Department: Customer Service/Sales/Client Relations

Reports To: Customer Relationship Manager/Sales Manager

Job Summary:

The Customer Relationship Executive is responsible for maintaining and improving relationships with existing clients and ensuring high levels of customer satisfaction. The role involves understanding client needs, addressing their concerns, and providing solutions that meet their expectations. The CRE acts as a liaison between the company and its clients to enhance customer experience and loyalty.

Key Responsibilities:

1. Client Relationship Management:

   • Develop and maintain strong relationships with key clients.
   • Act as the main point of contact for client inquiries and concerns.
   • Schedule regular meetings with clients to discuss their needs and feedback.
   • Address and resolve client complaints in a timely and effective manner.

2. Customer Support:

   • Provide high-quality support and service to clients.
   • Ensure all client requests and issues are handled promptly and efficiently.
   • Offer product or service information and assistance as needed.

3. Sales and Upselling:

   • Identify opportunities to upsell or cross-sell company products and services to existing clients.
   • Work closely with the sales team to achieve sales targets and goals.
   • Prepare and deliver presentations and proposals to clients.

4. Client Feedback and Reporting:

   • Gather and analyze client feedback to improve customer experience.
   • Prepare regular reports on client interactions, feedback, and satisfaction levels.
   • Communicate client feedback to relevant departments for continuous improvement.

5. Record Keeping:

   • Maintain accurate records of client interactions and transactions.
   • Update customer databases with information on client interactions and status.
   • Ensure all client information is kept confidential and secure.

6. Coordination and Collaboration:

   • Collaborate with internal teams to ensure consistent service delivery.
   • Coordinate with the marketing team to develop client-focused campaigns.
   • Assist in organizing client events, meetings, and presentations.

Qualifications and Skills:

• Education: Bachelor’s degree in Business Administration, Marketing, or a related field.
• Experience: 2+ years of experience in customer service, sales, or client relations.
• Communication: Excellent verbal and written communication skills.
• Interpersonal Skills: Strong interpersonal and relationship-building skills.
• Problem-Solving: Ability to handle difficult situations and resolve client complaints effectively.
• Time Management: Strong organizational and time management skills.
• Technology: Proficiency in CRM software and Microsoft Office Suite.
• Adaptability: Ability to adapt to changing client needs and market conditions.