HSBC
Website:
hsbc.com
Job details:
Role Purpose: Drive the lead management process in CRM to streamline the lead generation, prioritize and assigning leads to sales team, and setting up a regular cadence to track and monitor the sales pipeline.
Requirements /Qualifications
The analyst will perform the following tasks
Daily -
- Validate new account creation requests from the team with market intelligence tools and data bases .
- Monitor and assign leads received in the CRM portal to relevant team members. Tagging team members to projects depending on project stage (e.g. Technical Service Engineers (TSE) during Mock-up Stage)
- Track and follow-up with team members – Sales, Specifications, and TSEs on the assigned leads.
- Extract the pipeline report from the CRM and share with key stakeholders for their daily, weekly and monthly review discussions
And whenever required
- Call customers/project stakeholders to get a first-hand view of the stage of the project. Speak with agencies to augment and streamline the volume and quality of leads
- Gather feedback and recommend CRM enhancements to make the pipeline more granular and actionable
For the above tasks he/she should have
Understanding of B2B/Institutional sales processes (preferable)
Experience in a CRM implementation or practice environment.
Educational Qualification: Science or Diploma/Engineer graduate. MBA would be preferable.
Must have skill sets
- Technical skills
- CRM software proficiency: Expertise with platforms such as Salesforce, or Microsoft Dynamics.
- Data management: Skills in organizing and maintaining customer data accuracy across systems.
- Analytical and problem-solving skills
- Problem-solving: Skill in identifying issues and developing creative solutions to address business challenges.
- Communication and interpersonal skills
- Communication: Clear verbal, written, and listening skills are essential for communicating finding and insights to relevant stakeholders.
- Collaboration: Ability to work effectively with cross-functional teams.
- Customer-centric mindset: A focus on customer needs to build loyalty and improve the customer experience.
- Emotional intelligence: Understanding and managing emotions to build rapport and resolve issues effectively.
- Project management and organization skills
- Organization: Balancing multiple tasks and deadlines effectively.
Good to have skill sets
- Technical skills
- Data analysis: Ability to interpret complex data, identify trends, and create reports using tools like Power BI and Excel.
- Analytical and problem-solving skills
- Analytical reasoning: Ability to turn data into actionable business insights and optimize customer journeys.
- Business acumen: Understanding how to align CRM strategies with business goals.
- Project management and organization skills
- Project management: Coordinating projects, timelines, and cross-functional teams.
- Adaptability: The ability to adapt to evolving technologies and changing customer needs.
Years / Type of experience: Total 5 - 7 years of experience with 3 – 4 years in implementing or practicing in a CRM/Data Management environment with hands-on working on MS Office Suite.
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