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Equifax Inc.

Manager - Customer Success

Posted 13 Days Ago
Be an Early Applicant
Mumbai, Maharashtra
Senior level
Mumbai, Maharashtra
Senior level
The Manager - Customer Success will implement training programs for public sector banks, assess training needs, develop materials, and conduct sessions. Responsibilities also include evaluating training effectiveness, gathering feedback, maintaining relationships with stakeholders, and travel across India for workshops.
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Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

Synopsis of the role

The candidate will be responsible for implementing training programs designed for public sector bank branches, PAN India. They will have to assess training needs, assist in creating training material and conduct sessions to enhance product knowledge and ensure usage.

The candidate will also have to evaluate the training effectiveness and provide feedback to the management and suggest amendments to improve the training experience. Strong communication, organizational and instructional abilities are essential for success in this role.

What you’ll do

  • Conduct in-person training at branches, centers, etc (Pan India)
  • Gather feedback from branches on EFX products and share across with internal stakeholders.
  • Determine training needs in branches and thereby design training sessions in consultation with the Staff Training Colleges/LHOs/ROs of the bank and schedule/suggest date(s) and theme for training accordingly.
  • Ensure maximum visibility in Local Head Offices/Regional Offices along with branches by being continuously engaged with mid-level management and the like
  • Work closely with the PSU tele-calling team to ensure updated contact lists are available and issues on usage or connectivity are immediately resolved.
  • Maintain a database of persons visited in these branches/ROs/LHOs/TCs and the same to be shared with the manager.
  • Manage multiple clients at once and track the usage (hits) of the clients. Strategize engagement methods and maintain rapport with the end user.
  • Work cohesively with team members from other locations and exchange critical information and plan next steps.
  • In-depth understanding on basic bureau products. 
  • Travel (to metros, tier2 and tier3 cities, PAN India) for 3 weeks each month.

What experience you need

  • Sales/ Client Relations experience of min 4 to 8 years.  
  • Ability to engage with a large audience during seminars or training workshops.
  • Understanding of the various loan products across retail and commercial segments, and its underwriting process.
  • Understanding of the finance industry and prior experience of working with Public Sector Banks.
  • Proficiency in MS Excel and MS Powerpoint
  • Proficient in English & Hindi to conduct workshops/trainings effectively.

What could set you apart

  • Well versed in the end-to-end underwriting process of a Bank.
  • Understanding problem statements from the bank and communicating it effectively to the internal team.
  • Ability to curate/modify training sessions depending on the target audience.
  • Excellent communication skills.  

We offer a hybrid work setting, comprehensive compensation and healthcare packages, attractive paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location:

IND-Mumbai-Equifax Credit Information Services

Function:

Function - Sales and Account Management

Schedule:

Full time

Top Skills

Client Relations
Communication
Excel
Ms Powerpoint
Public Sector Banking
Sales
Training

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