Job Title:
Client Relationship Manager - Real Estate Clients
Job Description:
The Role & Key Responsibilities
You will have to develop a deep understanding of the real estate clients’ strategy, goals and future demands, being responsible for maintaining existing client book and ensuring that the revenues of the client portfolio grow, both in volume and in profitability.
You will achieve this by ensuring a high standard of service delivery and identifying growth opportunities.
Target Outcome of the Role and the CRM Team
- Relationship Management
- Building excellent long-term relationships with existing clients, maintaining regular exchange with them and advising them on how the firm can support their growth plans;
- Answering clients’ questions in a solution oriented manner;
- Collecting regular feedback from clients and share it with the internal teams as appropriate;
- Managing, monitoring and assuring client satisfaction;
- Collaborating with internal teams to address customers’ needs;
- Revenue Growth
- Identifying cross selling opportunities with existing clients;
- Assuring the firm is and remains client’s preferred partner;
- Client profitability
- Assessing and assuring client profitability;
- Assisting in cash collection;
- Monitoring scope of service;
The CRM team primary day to day role;
- Represent the firm to our real estate clients
- Primary point of contact adding value to the client relationship with key real estate clients
- Manage current issues / head off future issues with their clients
- Engaging with Senior Management within the firm to ensure successful delivery
- Prepare and plan client engagement effectively
- Identify client needs and bring the firm solutions to the client