FinJo - Manager - Client Relations

What would you be required to do?

- Attending to all client phone call enquiries received from newspaper inserts, references ,newspaper ads or marketing activities.

- Validation of client information as per our criteria and recording of the same in internal databases.

- Fix appointment of the clients for the experience center visits.

- Meet and greet them once they visit.

- Be the intermediary between them and Sales team for initial requirements.

- Post the initial conversation the CRE would schedule and coordinate the meetings with the client.

- Give a tour of the experience center if needed.

- The CRM shall follow up with the client and reschedule if case another visit is needed and give heads up to internal teams regarding the same.

- The CRM shall keep a record and maintain the data of all the meetings and visits in a diligent manner.

What skills we are looking for?

- Preferably Masters/ bachelors degree or 3+ years experience in client relations.

- Proven record in handling HNI clients in luxury sector for 3+ years.

- Excellent communication and interpersonal skills.

- Proficiency in Microsoft Office.

- Passion and dedication towards client servicing.

- Must be a good listener and pay attention to detail.

Skills needed:

- Prior experience in dealing with HNI clients.

- Excellent proficiency in verbal and written communication.

- Basic know-how of any ERP system.