Human Resource at Edelweiss Financial Services Limited
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Edelweiss - Client Engagement Manager (5-10 yrs)
JD for Client Engagement Manager:
Job Purpose
Responsible for retaining existing active clients & increase revenue. Ensure consistent client engagement activities to fence these clients using digital & offline mediums. Also required to build smart data analytics to understand client trading behavior/segmentation & run marketing campaign to retain our clients.
Key Responsibilities
Managerial Responsibilities
Work on building Retention strategies for clients to keep them active
Will be responsible for the assigned targets for usability levels (KPI) in terms of retaining existing client to trade & increase wallet share
Collaborate with Channel - Branch & Sales various increasing Revenue from existing clients.
Functional Responsibilities
Create, Optimize & evolve retention strategies to fence clients
Introduce clients with relevant Equity & Non Equity Products to increase business
Identify areas of customer improvement experience & Create new & develop existing retention campaigns & loyalty programs
Evaluate program results and optimize as required
Coordinate with Research teams to engage clients with relevant research content/article to create engagement
Good Content writing skills to communicate effectively to clients through mailers & SMS
Strong business analytics to identify clients
Liaise with Product Team for new Product launches & create effective marketing campaign for the clients.
Qualifications: Graduate with MBA preferred
Experience: 6 to 7 yrs
Functional Competencies:
Good knowledge on Equity Markets & Financial services
Process design & implementation
Online Marketing campaign management
Strong Data Analytics
Behavioural Competencies
Good Interpersonal Skills
Comfortable with Excel & formulas
Fair English writing skills & content communication for email
Multi Tasking & handling deadlines
Key Interactions
Internal Nature or purpose of interaction
Technology team Requirement related to backend system for Online campaign
Marketing Team For creation Online marketing campaign for Active clients & track effectiveness of campaign
Channel - Branch & Sales Collaborate with various stake holders to ensure objective is met.
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