Financial ServicesBusiness and administration professionalsISCO 2431
client relations manager
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
European Skills Framework
Skills and knowledge areas required for this occupation based on European classification.
Essential (28)
relationship marketingrelationship marketingThe process within Customer Relationship Management (CRM) and focuses on customer retention, satisfaction and lifetime customer value.knowledge baseknowledge baseAn online library that contains information about a product or service to help customers finding answers to their queries.public relationspublic relationsThe practice of managing all aspects of the image and perception of a company or individual among stakeholders and the society at large.corporate social responsibilitycorporate social responsibilityThe handling or managing of business processes in a responsible and ethical manner considering the economic responsibility towards shareholders as equally important as the responsibility towards envir...business communicationbusiness communicationThe process of effectively communicating within the workplace and to external bodies to achieve organisational goals.product comprehensionproduct comprehensionThe offered products, their functionalities, properties and legal and regulatory requirements.corporate sustainabilitycorporate sustainabilityA business practice to conduct long-term sustainable growth by seeking environmental, economic, and social strategies as its three main pillars.communication principlescommunication principlesThe set of commonly shared principles in regards with communication such as active listening, establish rapport, adjusting the register, and respecting the intervention of others.guarantee customer satisfactionguarantee customer satisfactionHandle customer expectations in a professional manner, anticipating and addressing their needs and desires. Provide flexible customer service to ensure customer satisfaction and loyalty.create solutions to problemscreate solutions to problemsSolve problems which arise in planning, prioritising, organising, directing/facilitating action and evaluating performance. Use systematic processes of collecting, analysing, and synthesising informat...communicate with customerscommunicate with customersRespond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.advise on public relationsadvise on public relationsAdvise business or public organisations on public relations management and strategies in order to ensure efficient communication with target audiences, and proper conveying of information.perform customers’ needs analysisperform customers’ needs analysisAnalyse the habits and needs of customers and target groups in order to devise and apply new marketing strategies and to sell more goods in a more effective way.manage staffmanage staffManage employees and subordinates, working in a team or individually, to maximise their performance and contribution. Schedule their work and activities, give instructions, motivate and direct the wor...supervise the management of an establishmentsupervise the management of an establishmentRun the management of an establishment and ensure that every need for an smooth running of the operations is looked after.identify customer's needsidentify customer's needsUse appropriate questions and active listening in order to identify customer expectations, desires and requirements according to product and services.analyse consumer buying trendsanalyse consumer buying trendsAnalyse buying habits or currently prevalent customer behaviour.fix meetingsfix meetingsFix and schedule professional appointments or meetings for clients or superiors.maximise sales revenuesmaximise sales revenuesIncrease possible sales volumes and avoid losses through cross-selling, upselling or promotion of additional services.supervise worksupervise workDirect and supervise the day-to-day activities of subordinate personnel.develop professional networkdevelop professional networkReach out to and meet up with people in a professional context. Find common ground and use your contacts for mutual benefit. Keep track of the people in your personal professional network and stay up ...manage customer servicemanage customer serviceManage the delivery of customer service including activities and approaches that play a vital part in customer service by seeking and implementing improvements and developments.identify new business opportunitiesidentify new business opportunitiesPursue potential customers or products in order to generate additional sales and ensure growth.build business relationshipsbuild business relationshipsEstablish a positive, long-term relationship between organisations and interested third parties such as suppliers, distributors, shareholders and other stakeholders in order to inform them of the orga...manage accountsmanage accountsManage the accounts and financial activities of an organisation, supervising that all the documents are correctly maintained, that all the information and calculations are correct, and that proper dec...build trustbuild trustExpress intentions and behaviour in a coherent and transparent manner, inviting reciprocity and establishing the grounds for a trusting and reliable connection between people and teams.liaise with managersliaise with managersLiaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.follow company standardsfollow company standardsLead and manage according to the organisation's code of conduct.
Optional (32)
business management principlesbusiness management principlesPrinciples governing business management methods such as strategy planning, methods of efficient production, people and resources coordination.customer servicecustomer serviceProcesses and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.data protectiondata protectionThe principles, ethical issues, regulations and protocols of data protection.customer relationship managementcustomer relationship managementThe customer-oriented management approach and basic principles of successful customer relations that focus on interactions with customers such as technical support, customer services, after-sales supp...sales strategiessales strategiesThe principles concerning customer behaviour and target markets with the aim of promotion and sales of a product or a service.implement marketing strategiesimplement marketing strategiesImplement strategies which aim to promote a specific product or service, using the developed marketing strategies.study sales levels of productsstudy sales levels of productsCollect and analyse sales levels of products and services in order to use this information for determining the quantities to be produced in the following batches, customer feedback, price trends, and ...perform business analysisperform business analysisEvaluate the condition of a business on its own and in relation to the competitive business domain, performing research, placing data in context of the business' needs and determining areas of opportu...handle customer complaintshandle customer complaintsAdminister complaints and negative feedback from customers in order to address concerns and where applicable provide a quick service recovery.deliver a sales pitchdeliver a sales pitchPrepare and deliver an understandably constructed sales talk for a product or a service, identifying and using persuasive argumentation.analyse business processesanalyse business processesStudy the contribution of the work processes to the business goals and monitor their efficiency and productivity.analyse business plansanalyse business plansAnalyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan and verify the busine...contact customerscontact customersContact customers by telephone in order to respond to inquiries or to notify them of claim investigation results or any planned adjustments.measure customer feedbackmeasure customer feedbackEvaluate customer's comments in order to find out whether customers feel satisfied or dissatisfied with the product or service.keep records of customer interactionkeep records of customer interactionRecording details of inquiries, comments and complaints received from customers, as well as actions to be taken.teach customer service techniquesteach customer service techniquesTeach techniques designed to maintain customer service standards at a satisfactory level.perform customer managementperform customer managementIdentify and understand the customer's needs. Communicate and engage with stakeholders in designing, promoting and evaluating services.manage contractsmanage contractsNegotiate the terms, conditions, costs and other specifications of a contract while making sure they comply with legal requirements and are legally enforceable. Oversee the execution of the contract, ...plan marketing campaignsplan marketing campaignsDevelop a method to promote a product through different channels, such as television, radio, print and online platforms, social media with the aim to communicate and deliver value to customers.collect customer datacollect customer dataCollect customer data such as contact information, credit card or billing information; gather information to track down purchase history.analyse business requirementsanalyse business requirementsStudy clients' needs and expectations for a product or service in order to identify and resolve inconsistencies and possible disagreements of involved stakeholders.communicate with customer service departmentcommunicate with customer service departmentCommunicate with customer service in a transparent and collaborative manner; monitor how service is operating; relay real-time information to customers.collaborate in the development of marketing strategiescollaborate in the development of marketing strategiesWork together with a group of professionals to develop marketing strategies performing market analysis and financial viability while staying aligned with the company's goals.implement sales strategiesimplement sales strategiesCarry out the plan to gain competitive advantage on the market by positioning the company's brand or product and by targeting the right audience to sell this brand or product to.plan health and safety proceduresplan health and safety proceduresSet up procedures for maintaining and improving health and safety in the establishment or workplace.achieve sales targetsachieve sales targetsReach set sales goals, measured in revenue or sold units. Reach the target within a specific timeframe, prioritise sold products and services accordingly and plan in advance.analyse customer service surveysanalyse customer service surveysAnalyse results from surveys completed by passengers/customer. Analyse results to identify trends and draw conclusions.supervise sales activitiessupervise sales activitiesMonitor and oversee the activities related to the ongoing sales in the shop to ensure that sales goals are met, assess areas for improvement, and identify or solve problems that customers could encoun...train employeestrain employeesLead and guide employees through a process in which they are taught the necessary skills for the perspective job. Organise activities aimed at introducing the work and systems or improving the perform...monitor customer servicemonitor customer serviceEnsure all employees are providing excellent customer service in accordance to company policy.make strategic business decisionsmake strategic business decisionsAnalyse business information and consult directors for decision making purposes in a varied array of aspects affecting the prospect, productivity and sustainable operation of a company. Consider the o...perform market researchperform market researchGather, assess and represent data about target market and customers in order to facilitate strategic development and feasibility studies. Identify market trends.
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Quick Facts
SectorFinancial Services
ISCO GroupBusiness and administration professionals
Essential Skills28
Core Skills0