SUMMER INTERNSHIP PRESENTATION.pptx fgdsdc

role of crm in enhance customer engangement in any company

1. SUMMER INTERNSHIP PRESENTATION Company:- Choice Connect Private Limited Topic:-The Role of CRM in Enhancing Customer Engagement in Financial Services Submitted to :- Dr. Kanupriya Dubey Submitted By: Bittu Singh MBA (33,34) Roll No: 202410702010073

2. Introduction Customer Relationship Management (CRM) is a strategy and technology used to manage interactions with customers. In financial services, CRM helps in building trust and long-term relationships. It enables personalized services and improves customer satisfaction

3. Objectives of the Internship Gain practical exposure to financial services industry Develop skills in customer engagement & market research Understand CRM operations Learn financial product features & selling strategies Apply data analysis for business decision-making

4. Training Modules Covered Finance Fundamentals Communication Skills Marketing Strategies Customer Relationship Management LinkedIn Mastery & Canva Presentations Financial Technology & Data Analysis Banking & Investment Products

5. Key Responsibilities Conduct primary research (customer behaviour & product availability) Engage with customers to understand needs Market research for emerging trends Data analytics & reporting Assist in financial product recommendations

6. Skills Developed Financial Product Knowledge Customer Relationship Management Data Analysis (Excel + AI tools) Market Research Techniques Communication & Networking Skills Professional Presentation Skills

7. Findings from Internship CRM improved targeting of financial products Real-time data helped in better decision-making Consistent engagement improved customer retention

8. Challenges Faced Limited face-to-face interaction due to remote setup Building trust with customers online Managing time with academic schedule

9. Recommendations Invest in advanced CRM analytics Train employees for personalized engagement Integrate CRM with digital marketing tools Regularly update customer databases

10. Conclusion CRM is a key driver of customer engagement in financial services Enhances both customer satisfaction and business growth A powerful tool for building long-term relationships