Avantika Bhalani Email & Phone Number

Pune, Maharashtra, India

1. Implement and customize SAP CRM modules to meet the specific needs of the real estate business, including sales, marketing, and service functionalities.2. Configure and maintain CRM system settings, including property management, lead management, opportunity tracking, and customer service workflows.3. Collaborate with real estate sales and marketing teams to understand business requirements and translate them into SAP CRM solutions.4. Provide technical support and troubleshooting for SAP CRM users, including training and documentation.5. Analyze real estate market trends and customer behavior data within the CRM system to identify opportunities for improvement and optimization.6. Participate in CRM system testing, upgrades, and integrations with other real estate software applications.7. Develop and maintain reports and dashboards to monitor key performance indicators (KPIs) related to sales, marketing, and customer service in the real estate business.8. Stay up-to-date with SAP CRM best practices and new features to continuously improve CRM system effectiveness and efficiency.9. Collaborate with cross-functional teams, including IT, sales, marketing, and operations, to ensure seamless integration of CRM processes with other business functions.10. Act as a liaison between business stakeholders and IT teams for CRM-related projects and initiatives.

Pune, Maharashtra, India

1. Leading the design, configuration, and customization of CRM systems to support service-related processes, such as case management, ticketing, and service level agreements (SLAs).2. Collaborating with cross-functional teams, including customer service, technical support, and IT, to gather requirements and ensure alignment with business objectives.

Pune, Maharashtra, India

1. Building and maintaining a portfolio of clients by proactively reaching out to existing and potential customers to understand their financial needs and goals.2. Providing personalized financial advice and solutions to clients based on their individual requirements, including banking products, loans, investments, and insurance.3. Educating clients about HDFC Bank's products and services, including digital banking platforms and self-service options, to enhance their banking experience.4. Conducting regular financial health checks with clients to review their portfolio performance, address concerns, and identify opportunities for cross-selling and upselling.5. Leveraging data analytics and customer relationship management (CRM) tools to track client interactions, identify sales opportunities, and prioritize follow-up activities.6.Adhering to regulatory requirements and bank policies, including Know Your Customer (KYC) and Anti-Money Laundering (AML) guidelines, to maintain compliance and mitigate risks.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Business Administration - Bba, Finance, General