Key Responsibilities
Client Portfolio Management: Serve as the primary, dependable link between the organization and an assigned base of retail or corporate clients; establish regular contact to understand their ongoing needs.
Query & Problem Resolution: Promptly address, investigate, and resolve client complaints, billing discrepancies, or service bottlenecks by coordinating internally with operations and technical teams.
Revenue Generation & Cross-Selling: Identify untapped client requirements during regular interactions and present customized upgrades, add-on features, or secondary financial/commercial products to meet sales targets.
Documentation & Onboarding: Handhold new clients smoothly through the initial onboarding, verification, KYC documentation, or contract-signing lifecycles to ensure a frictionless introduction to our services.
Retention & Renewal Tracking: Monitor account timelines, flag accounts showing low engagement or upcoming service expirations, and actively drive timely subscription or account renewals.
CRM & Reporting: Maintain exhaustive, updated logs of all client interactions, feedback, escalations, and pipeline opportunities within the internal CRM platform (., Salesforce, LeadSquared) or MS Excel.
Experience
0 - 2 Years
No. of Openings
1
Education
Graduate
Role
Relationship Executive
Industry Type
Recruitment Consulting / Staffing Services
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face Interview Location
Impact HR and KM Solutions Near Canada Corner Signal Ravi Chambers Basements Below Laminate Gallery, Nashik