299 Relationship Management jobs in India

Job Title: CRM Functional Consultant

Experience: 16 – 22 Years

Location: Pan India (Preferably Bangalore)

Employment Type: Full-Time

Notice Period: Strictly Immediate to 30 Days only

We are looking for an experienced and strategic CRM Functional Consultant to join our team in Bangalore. The ideal candidate will bring deep functional expertise across CRM domains, with strong analytical skills and the ability to bridge business needs with technology solutions.

This is a critical leadership role for driving CRM transformation initiatives across Sales, Marketing, and Service processes.

Must-Have Skills:

• In-depth functional knowledge of CRM systems
• Strong experience in business analytics and data-driven decision-making
• Ability to translate business requirements into CRM functionalities
• Experience leading end-to-end CRM implementations or large enhancement projects

Good to Have Skills:

• Exposure to ABAP for functional-technical collaboration
• Working knowledge of Jira and ServiceNow
• Experience in CRM areas such as:
• Sales, Marketing, and Service modules
• Order management and Lead lifecycle
• Ticketing systems and Web Services integration

Key Responsibilities:

• Serve as the functional lead for CRM initiatives across various business units
• Gather, analyze, and document business requirements for CRM solutions
• Collaborate with technical teams and business stakeholders for successful implementation
• Drive CRM reporting, dashboards, and analytics to support strategic decisions
• Manage stakeholder communication and project delivery timelines
• Ensure high system usability and user adoption across functions

Employment Type: (Full-time / Part-time / Contract)

Company Overview:

Our organization is committed to delivering exceptional customer experiences and fostering lasting relationships with our clients. We aim to drive growth through tailored customer engagement strategies, utilizing cutting-edge CRM tools and analytics.

Role Summary:

We are looking for an experienced CRM Specialist responsible for managing and optimizing our Customer Relationship Management system. You will play a pivotal role in enhancing customer satisfaction, streamlining client interactions, and ensuring the accuracy and effectiveness of customer data.

Key Responsibilities:

• Manage and maintain the CRM platform, ensuring data accuracy, integrity, and accessibility.
• Develop and implement customer segmentation strategies to optimize marketing and sales initiatives.
• Analyze CRM data to generate insights and provide recommendations for improving customer engagement, retention, and satisfaction.
• Collaborate with sales, marketing, and customer service teams to identify opportunities and improve workflows.
• Design and execute automated campaigns and workflows within the CRM to enhance customer experience.
• Prepare regular CRM reports highlighting key metrics, trends, and opportunities for improvement.
• Provide ongoing CRM training and support to internal teams to ensure effective utilization of CRM tools.
• Identify and troubleshoot CRM issues, coordinating with technical teams for prompt resolution.

Qualifications:

• Bachelor’s degree in Marketing, Business Administration, Information Systems, or related field.
• 2-4 years of proven experience managing CRM systems (e.g., Salesforce, Zoho, HubSpot, Microsoft Dynamics).
• Demonstrated proficiency in CRM analytics and reporting tools.
• Excellent understanding of customer segmentation, campaign management, and customer lifecycle strategies.
• Strong analytical skills with the ability to interpret and leverage CRM data effectively.
• Excellent communication and interpersonal skills.

Preferred Skills:

• CRM certifications (e.g., Salesforce Certified Administrator, HubSpot CRM Certification).
• Experience with integration of CRM systems with other digital platforms (e.g., marketing automation, social media, ERP).
• Familiarity with SQL or database management.

Personal Attributes:

• Detail-oriented with excellent organizational and time-management skills.
• Strategic thinker capable of identifying and leveraging opportunities.
• Collaborative and effective team player.
• Adaptable and proactive in resolving issues and improving processes.

Compensation and Benefits:

• Competitive salary commensurate with experience
• Performance incentives
• Comprehensive health insurance
• Professional growth and learning opportunities
• Positive and inclusive work environment

Location – Bengaluru

Education – Post-Graduate, an IRDAI licentiate certificate, Insurance professional qualifications will be an added advantage

Experience – 6 + years

Job Dimensions (role and responsibilities):

This will be primarily an individual contributor role reporting to the location leader with no team management role envisaged (except where specifically communicated). The client management team members will however work closely with the client services team allocated (by the location leader) to ensure the quality delivery of client services.

• Responsible for meeting renewal business broking revenues according to annual targets and for completing/handling employee benefit insurance renewals for all existing clients under their purview.
• Will also be responsible for generating cross-sell business revenues as per annual targets from existing clients serviced by the employee.
• Develop and implement client renewal processes per agreed timeline and established process, including negotiating premiums.
• Develop and implement client benefits strategy according to client principles for accurate implementation.
• Will need to lead and conclude all legal documentation like NDA, Broker Services Agreement, SLAs, TOBA and enable / conclude all discussions with the respective legal teams.
• Will be primarily responsible for initiating, handling and maintaining positive relationships with all collaborators at the client end in a structured manner.
• Will acts as the client steward and initiate all stewardship activities relating to the account in a timely manner.
• Provide all client consulting services such as benchmarking, claims reviews, and projects with support from Location Leader.
• Will collaborate closely with clients at various levels to understand their needs in detail and ensure that they are appropriately advised on every area of employee benefits and make a final recommendation of service providers that suit the client needs optimally. Will utilise presence of Location leader/ Experienced CRM as appropriate during discussions.
• Will develop consulting expertise in the identified client industry/segment (if) allocated and identify and develop new business opportunities within that segment with other colleagues identified as part of the team.
• Will implement all strategy-led wellness initiatives with the assistance of the health promotion team
• Will work closely with other colleagues supporting the client and ensure that all relevant updates on that clients are circulated to all.
• Will complete any specific projects related to the development of the H&B practice as assigned

Key Performance Indicators:

• They will primarily be vested with the responsibility of handling the client relationships under their purview, be accountable for revenue and cross sell responsibilities
• Work alongside the client services team to ensure that client happiness is maintained

Skills and Demeanor:

• Effective communication, presentation, consultative selling, advising, and negotiation skills
• Solid understanding of the insurance benefits market in India primarily with some knowledge of international trends
• Possesses a consulting approach, strong analytical abilities, a competitive spirit, is a phenomenal teammate, and values teamwork
• Ability to manage and excel in ambiguous situations and be a quick learner
• Worked with small and medium accounts with multifaceted expectations
• Multifaceted self- motivated teammate with a track record
• Proven Relationship Leadership skills
• Evidence of having continuously upgraded one’s knowledge base through seminar, training, reading etc. to ensure distinctive client value

Role Overview:

As CRM Channel Lead at Prosperr.io, you will own and orchestrate the end-to-end user journey via CRM platforms like MoEngage and CleverTap. This includes strategic design and hands-on execution of lifecycle programs that drive:

- B2B (FBP): Activation, monthly usage, benefit utilization, and cross-sell of Super Saver subscriptions to employee base

- B2C (Super Saver): Onboarding, product discovery, engagement, retention, and referrals across all subscription tiers (Basic, Advanced, Premium, Elite)

You will collaborate with product, brand, engineering, and data teams to personalize and optimize user journeys across lifecycle stages.

Key Responsibilities:

For B2B (FBP):

• Activation : Design and deploy employer-level onboarding flows for employees post payroll upload
• Frequency : Build nudges and product communication to ensure monthly usage of reimbursements
• Utilization : Increase % of employees using >70% of their FBP bucket via contextual nudges
• B2B2C Cross-Sell: Segment high-potential employee cohorts to promote B2C Super Saver Plans via CRM workflows
• Employer Success Journey : Trigger milestone-based communication to HR/payroll teams showing adoption, compliance insights, and savings

For B2C (Super Saver Plan):

• Onboarding Journeys : Implement 0–7 day flows for new users to ensure first tax upload, plan match, and ITR filing intent
• Product Discovery : Promote use of features like Tax Optimizer, Advance Tax planning, Salary Restructuring
• Engagement : Personalized nudges for quarterly tax milestones, expert session bookings, document upload, renewal
• Retention : Build NPS-linked renewal journeys; reactivation of dormant users via behavior-based triggers
• Referrals: Create automated post-benefit drip for high-NPS users; reward tracking; WhatsApp referral flows

KPIs / Metrics of Success:

Leading Indicators and Lagging Indicators will be tracked across Activation, Utilization, Conversion, Engagement, Retention and Referral.