Understanding of how CRM plugs into business and leveraging it effectively.
Understanding the CRM and workflows and ensuring proper data entry and regular follow-ups at the firm level. Regularly communicating with lawyers and secretaries at the firm level and ensuring that data entered the system is given due importance.
Assistance in developing reports, dashboards, and MIS for actionable insights through reports and confirming data-driven and fact- based decision-making.
Coordinating with the CRM manager to develop and improvise MIS, Reports, and Dashboard to keep the Head of Practice Development and Managing Partner updated on trends, essential facts, and figures.
Extracting and analysing clients/sector/geography focussed reports from the CRM and practice area profiles to provide actionable insights.
Develop market intelligence on competitors, existing & potential clients.
Generating insights and proposing solutions for expanding relationships with key existing and prospective clients on the firms wishlist.
Implement business penetration initiatives with existing clients.
Tracking business portfolios and preparing an approach note and pitch decks with the follow-up steps, touchpoints, and timelines for each key client/ prospect as a part of the business development programme.
Create and manage leads database & retrieval mechanism, including international law firms and tracking of legal conferences in India and abroad.
Assisting partners in managing relationships with industry chambers, forums, and other vital stakeholders.
Event management and analysing sponsorship proposals for their worth.
Independently working on developing marketing collaterals and practice area profiles per the pitch decks requirements.
Essential Skills and Personal Traits
Self-motivated, proactive, innovative, sensitive, and strong team player;
Exceptional people management skills across hierarchies and critical thinking skills;
Expert user of Microsoft Power Point, Microsoft word, and a good knowledge of Microsoft Excel would be an added advantage;
Scrutinising existing content on the website and giving inputs on ensuring the website is up to date constantly;
Experience in managing key client stakeholder relationships (internal / external);