Service Relationship Manager
Current Using CRM Next to audit the client’s information and thereby sending customized offers to them. Analyzing customer’s investments, revenues, expenses, income product holdings and others using Tableau. Creating Client specific Dashboards Managing a portfolio of 400+ customers of my branch. Profiling the customers and providing advisory services to my clients Understanding the customer requirements by probing their profiles using Flex cube and thereby recommending… Show more Using CRM Next to audit the client’s information and thereby sending customized offers to them. Analyzing customer’s investments, revenues, expenses, income product holdings and others using Tableau. Creating Client specific Dashboards Managing a portfolio of 400+ customers of my branch. Profiling the customers and providing advisory services to my clients Understanding the customer requirements by probing their profiles using Flex cube and thereby recommending suitable financial products. Show less