HUBSPOT CRM Specialist

Job Purpose

• Responsible for managing and driving a team of Virtual Relationship Managers (VRM) handling

portfolio of eligible Imperia & Preferred customers in order to achieve the targets set and that all

guidelines and regulatory requirements are followed.

• Ensuring that customers get world-class services and their needs are understood and met through

financial products that the Bank has to offer.

• Consistently meet portfolio objectives defined Viz. sales, income, group product holding etc.

• Ensure adherence to Operations process aimed at zero defect transaction processing & meeting the

Audit & Compliance guidelines.

• Responsible for managing, training and motivating staff.

• All of the above parameters consistently met by the team of VRMs.

• Income generation through a right blend of enhancement of CASA balance and through cross sell of appropriate products. So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRMs also achieves the key performance parameters set

Job Responsibilities(JR) : 6 – 8 Areas

Business Achievement and Development for VRM & Team

• Ensure proper scoping is done and target / niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams

• Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified.

o Meet value target for Liability Balances of the customers

o Ensure quality of sourcing is maintained and depletion rates are controlled.

o Ensure that Salary credits reach or exceed the expect Salary Credit targets

• Ensure that all managed portfolios are effectively managed through VRMs and that set targets on each of the portfolios is reached.

• Also, Team Manager has to ensure seamless servicing of customers.

• VRMs are made aware of the Scorecard targets & Portfolio Benchmark.

• Ensure that the High Net worth individuals are persuaded to avail the private banking products and services (advisory, etc.)

• Ensure that there is cross sell to the customer on asset products as offered by the Bank.

• Ensure that the customers get credit cards and start using the same for all their transactions- credit card activation push.

• Income to be generated at a customer level.

• Ensure that cross sell targets on Third Party Products is met for the Unit

• Ensure Staff are trained on product knowledge and requisite certifications

• Engaging with bottom 20% performers and identifying ares of improvement and demonstrating the How.

• Review Daily Sales Report of the staff and provide guidance on ways to improve on the same

• Managing and monitoring performance of all the sales resources

o Productivity of Liability and Non Liability sales staff

• Attrition control of customers

o Includes persuading the customer to continue and if required renew FD’s

§ Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite

o Ensure that the marketing analytics list on possible attrite, is called and retained

• Ensure that there is no revenue leakage

Customer Service / Customer engagement

• Plan monthly/ weekly/ daily contacts for the team of VRMs basis the contact policy & track implementation

of the interaction plan.

• Effective planning & implementation of event based trigger, birthday calls, campaign calls and other defined

objectives for customer contacts.

• Ensure that VRMs offers highest quality of service to the customers and meets expected Service Quality standard by educating the customers to use the Digital Banking mediums for their banking transactions /

needs. This is measured iva call evaluations and Sup

Reviews

• To review contact attempts versus successful contacts and analyze reasons for non-contactable customers.

• Ensure VRMs make regular contact with customers for service as well as business updates.

• Adequate logging of complaints, Reviewing & Resolving all complaints received (VRM, self, branch, other units) within the stipulated TAT

o Monitor all complaints received and ensure that they are closed within TAT

o Improve customer communication on closures

o Check with customers if the process of complaint has been managed well

o Ensure no escalations happen

o Preventive complaint management

o Asking for feedback from customers, who are not complaining

o Discussing with staff the importance of getting feedback from customers on a regular basis

• Periodic review of customer base i.e. Contactibility,

Eligibility, Product penetration & profitability. Take appropriate action to activate every customer / improve

the product penetration & profitability of the customer to become a Primary Banker for the customer.

• Carry out VoC to assess strengths and to ascertain possible improvement areas of the VRMs basis customer feedback. Take appropriate action- reward the VRM for appreciations/ corrective actions as required.

• Monitoring implementation of Sales Process.

Business Generation / Sales Tracking

• Track business generation and income for each VRM in the team on a daily basis, and take due steps.

• Review leads generated by each VRM and ensure real time lead status availability.

• Ensure VRMs actively track their leads, keep customer regularly updated on the lead status & complete the lead closure within a reasonable timeline, basis product.

• Tracking and highlighting possible customer issues on account of improper lead management.

Supervisory Reviews frequency to assess effectiveness of customer interactions by the VRM.

• Check profiling done by the VRM to ascertain effectiveness.

• Basis interaction logs captured by the VRM & discussions with the VRM, provide directional inputs on customer interactions & business generation.

• Demonstrate “how”.

• 220 Sup Reviews per month

Operations

• Conduct internal checks on a regular basis & share a feedback with VRMs on time to time.

o Lead file maintained by VRMs

o Requests captured by VRMs

o CRM Interaction

• Ensure seamless handling of operations areas such as customer requests, transactions, reversals etc.

• Handling queries of VRMs on floor and provide resolution.

• Ensure timely responses to customers through call out/ e-mail as applicable.

• Handle 1st level escalations and ensure satisfactory resolution to the grievances.

• Ensure judicious utilization of financial and non- financial authority.

• Carry out periodic checks to ensure team adheres to Audit & Compliance guidelines.

Audit and Service Quality

• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management

• Monthly / Periodic Verification of Auditable items.

• Review of CRM Interactions & Lead Quality

 MIS - Reporting and Analysis :

• Ensure timely and accurate updates of all portfolio

performance parameters.

• Maintain track of VRM performance w.r.t leads, conversions, income, achievement of portfolio parameters etc.

 Staff Management

• Ensure that all VRMs are adequately trained on the

Products of the bank and sales process

• Ensure that all VRMs are trained on the process to be followed (including amendment with new circulars)

• Be aware and make VRMs aware of various policies of the bank with regard to customer service and compliance

• Monitor productivity and give guidance on improving the same in conjunction with the Line Manager / Unit Head.

• Ensure that all VRMs are sent for class room training on a regular basis

• Ensure that nominated VRMs attend training sessions conducted by HR, without fail.

Dezerv is a wealth management startup founded in 2021 and is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

Roles & Responsibilities:

•  Processing investment transactions in various investment products viz MF, Direct Equity,      Bonds, AIF etc.
• Knowledge on NFT (AUM transfer, PMS, AIF, Mutual funds)
• Non financial mutual fund execution with respective AMCs and RTA (Transmission, nominee, signature updation etc)
• Account opening – PMS and AIF (Third Party Products)
• Liaising with clients and internal teams for investments
• Deal with multiple vendors, custodians, and internal departments to answer client queries and resolve issues
• Understanding of tech platforms for automating processes

Skills & Experience Required:

• Experience of around 2-4 years with any AMC or RTA
• Experience in dealing with all securities including Direct Equity, ETFs, Mutual Funds and Bonds.
• Should have a good understanding of products across asset classes
• Strong process orientation & execution skills
• Platform Experience: Proficiency in Wealth Spectrum is an added advantage.
• Process & Execution Skills: Strong attention to detail, process orientation, and ability to execute tasks efficiently.
• Client Service Orientation: Excellent communication and problem-solving skills for addressing client needs and ensuring a seamless onboarding experience.

• 3+ year of experience in Development in JAVA technology.
• Strong Java Basics
• SpringBoot or Spring MVC
• Experience in AWS.
• Hands on experience on Relationl Databases (SQL query or Hibernate) + Mongo (JSON parsing)
• Proficient in REST API development
• Messaging Queue (RabitMQ or Kafka)
• Microservices
• Any Caching Mechanism
• Good at problem solving

Good to Have Skills:

• 3+ years of experience in using Java/J2EE tech stacks
• Good understanding of data structures and algorithms.
• Excellent analytical and problem solving skills.
• Ability to work in a fast paced internet start-up environment.
• Experience in technical mentorship/coaching is highly desirable.
• Understanding of AI/ML algorithms is a plus.
• 2.5+ year of experience in Development in JAVA technology.
• Strong Java Basics
• SpringBoot or Spring MVC
• Experience in AWS.
• Hands on experience on Relationl Databases (SQL query or Hibernate) + Mongo (JSON parsing)
• Proficient in REST API development
• Messaging Queue (RabitMQ or Kafka)
• Microservices
• Any Caching Mechanism
• Good at problem solving

Intro

EAGLE Power Holdings aims to launch a portfolio of new energy retail brands, all of which enjoy the efficiency of a single technology platform. We want to do more than offer cheap "green" tariffs, and believe that our range of engaging brands can identify with shifts in consumer preferences (e.g. growth of EV usage), with the value of local communities, and with proactive support of broader ESG causes.

Our long-term strategy is technology-driven, and involves unlocking value through the digitalisation of processes around customer acquisition, engagement, and retention.

Developers at EAGLE flourish in an agile process where collaboration and ego-free communication is valued. We believe in developing working software throughout the entire product development process. We engage in product thinking as a team, and cross-functionality among product managers, designers, and domain experts is promoted.

How you fit in

Engineering is the executional function of EAGLE's software delivery wing. As a Senior Frontend Developer, you are expected to take control of complex B2C projects being built from scratch. Moreover, not only are you expected to write clean, tested, and maintainable code but you will also be a central part of a product team that iterates constantly, ships regularly, and learns continuously. You will have the creative freedom for learning, experimenting, and responsible risk-taking in a startup environment.

What your role consists of:

• Collaborate with engineers, UI/UX designers, and product owners to build & ship new features and maintain/enhance existing ones
• Design & develop engaging front-end and user interface solutions to address complex and valuable business problems
• Implement best practices of test-driven development, automated deployment, refactoring and code standards
• Tackle complex problems, consider multiple solutions, and determine the best course of action
• Assist with the API design, development, and documentation of our UI kit
• Debug production issues across services and multiple levels of the stack

• Help inform product prioritisation and scoping decisions by evaluating technical complexity and risk

• Improve engineering standards, tooling, and processes

• Maintain technical documentation

What you bring to this role:

• 3+ years experience working with JavaScript, HTML, CSS & React in a distributed, collaborative, agile environment while delivering solutions on a regular cadence
• An ownership mindset: you should look not only at what you’re asked to do, but ask why you’re doing it and how it impacts on the rest of the product, our customers, and whether it makes sense
• A deep understanding of React and an eye towards writing efficient, performant, and tested code
• Experience in core aspects of web application development, including design, development, performance, integration, analytics, usability, and accessibility
• Experience developing applications from the ground up
• Proven ability with interaction/UI design
• Excellent communication skills and ability to give and receive constructive feedback
• Passion for the whole product process. You will have your specific areas of focus, but we find those that are passionate about the bigger picture collaborate best with cross-functional teams
  
  

Nice to have

• Portfolio showcasing previous work with interaction/UI design

Where we are

While the company is registered in the UK, the software delivery wing is being built to be remote-first. Whether you prefer to be in situ or a digital nomad (or anything in between), you are welcome.

What’s in it for you

We offer competitive salaries based on prevailing rates in your local employment market, but there is further room to negotiate if you are the right candidate.
In addition to your basic package, you can expect to receive the following benefits:

• Flexible working hours
• Unlimited annual leave
• On-the-job coaching, and access to mentorship by industry and domain thought leaders
• Full or partial sponsorship for professional/skill development courses, certifications, and other learning opportunities (evaluated on a case-by-case basis)
• Monthly allowance package for remote working (coworking membership or cash allowance)

About EAGLE Power Holdings

In a nutshell: Transforming energy retail and supply through cutting-edge software and AI technology

The venture is in ‘stealth mode’ as we lay the foundations for blast-off. It has been launched by a team with a history of entrepreneurial successes. These include one in the climate change space which services the Californian and North America carbon markets, and another which provides highly refined machine learning software to the energy arena in Asia. Both companies were acquired last year. 

This start-up was launched in London at the end of 2020, and will focus on the deregulated energy market in GB. The mission is to discover, or invent, a viable business and operational model for energy retail within the near-zero-cost energy ecosystem that the world is moving towards. This transformation is driven by the ever-decreasing prices of renewables and alternative generation, and by the exponentially growing volumes of national energy system data. We believe these factors have yet to truly disrupt the market, and intend to accelerate the sharing of value back to consumers.