iMarkServ - Analyst - CRM

- Responsible to identify, innovate and execute strategic business ideas to improve service delivery and improve client retention ratio

- Demonstrate ability to work remotely with minimal supervision while effectively maintaining an excellent rating status and retention rate

- Eliminate redundancies and conflict by acting as an escalation point for the day to day operations, while maintaining positive relationships

- Establish key relationships among C Suite fund managers and other key stakeholders at networking events and conferences by positioning

- Developed marketing initiatives such as networking events, round tables, conferences etc. with strategic partners like auditors, valuation advisors and prime brokers to increase brand awareness and generate new leads

- Conceptualise, plan and design a monthly Newsletter that provides key insights, trends and introduces new products and services to theregion

- Accountable for rolling out the Annual Satisfaction survey to all clients, resulting in an overall increase in Net Promoter Score and presenting key trends to senior executives

- Partnered with clients to build and maintain account plans to understand current offerings and identify future opportunities to improve service levels and increase revenues

- Grew revenue by negotiating pricing, fees and contractual terms while ensuring the continuation and enhancements of services

- Led due diligence meetings with prospect investors to apprise them of stringent controls and build greater confidence in our processes

- Proactively identified internal training needs and developed soft skills training courses to enhance the level of communication and client servicing to reduce escalations across operational functions