Crm Executive

Policybazaar; Gurugram District; On-site; INR 400,000 - 650,000; Full time

Job summary

Policybazaar is seeking an Executive in Client Servicing to manage key client relationships, resolve escalations, and coordinate across marketing, sales, and operations. The role emphasizes understanding corporate product offerings and delivering customized solutions.

The candidate should have strong communication, negotiation, and leadership skills to thrive in a dynamic start-up environment and handle multiple client accounts.

Qualifications

• Proven experience in key account management.
• Knowledgeable about corporate products and services.
• Self-driven and able to thrive in a fast-paced environment.
• Strong presentation skills and ability to persuade clients.
• Excellent written and spoken communication.

Responsibilities

• Demonstrating understanding of commercial lines products and services.
• Developing and sustaining relationships with key clients.
• Addressing client queries and resolving issues.
• Serving as main point of contact between clients and internal teams.
• Supervising account teams assigned to each client.
• Collaborating with marketing, sales and operations to meet client needs.
• Preparing reports on account progress and forecasts.
• Negotiating contracts and deadlines with clients.
• Building rapport and managing multiple client accounts.
• Utilizing data to analyse market trends and opportunities.

Skills

Key account management

Corporate products knowledge

Self-driven

Presentation skills

Communication skills

CRM software

Microsoft Office

Tools

CRM software

Microsoft Office

Job description

Job Description: Client Servicing

Position: Executive

Roles & Responsibility:

• Demonstrating a solid understanding of the products or services on the commercial lines domain.
• Good presentation skills and deep understanding of Employee Benefits & Non-Employee Benefits Policies.
• Developing and sustaining solid relationships with key clients that bring in the most income for the company.
• Addressing and resolving key clients queries and complaints.
• Acting as the main point of contact between key clients and internal teams.
• Supervising the account teams assigned to each key client.
• Communicating and collaborating with the marketing, sales, and operations departments to ensure that key clients needs are met.
• Compiling reports on account progress, goals, and forecasts for account teams and stakeholders.
• Developing a thorough understanding of key clients' needs and requirements and preparing customized solutions.
• Negotiating contracts with key clients and meeting established deadlines for the fulfilment of each client's long-term goals.
• Building relationships with clients.
• Negotiating deals with clients.
• Analysing data and market trends.
• Networking & Hunting to attract potential clients.

ISMS Responsibilities:

• Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads;
• Provide technical consulting assistance to Function Heads so that information systems can be built and run to best meet business objective;
• Ensure the safeguarding of information in their possession;
• Accepts responsibilities for the operation and protection of information assets; and
• Perform the work as delegated by the by the Function Head.

Skills Required:

• Proven experience in key account management.
• Candidate who is knowledgeable about the products and services for Corporate Business
• Candidate should be self-driven.
• Have the ability to thrive in a dynamic, fast-paced start-up environment.
• Have good presentation skills and be able to convince potential clients.
• The ability to build rapport with key clients.
• The ability to handle multiple client accounts.
• Strong negotiation and leadership skills.
• Exceptional customer service skills.
• Excellent communication skills.
• Proficient in all Microsoft Office applications as well as CRM software.

Candidate should have

• Dynamic Personality
• Confidence
• Market knowledge
• Resourceful
• Strong written and verbal skills.