Client Relationship Manager (CRM)
Company: YesJay Associates
Location: Kerala
Employment Type: Full-time
Experience: 2–5 years
Industry: Professional Services / Business Advisory
Job Summary
YesJay Associates is looking for a Client Relationship Manager to manage, develop and grow relationships with existing and prospective clients.
This is a client-facing relationship management and business development role. The candidate will regularly interact with SME business owners, startup founders, entrepreneurs, high-value clients, senior professionals, corporate decision-makers , celebrities and other high-profile individuals.
The ideal candidate should be well-presented, professionally groomed, confident in face-to-face interactions, commercially driven and comfortable travelling for client meetings.
Key Responsibilities
- Build and maintain strong, long-term relationships with existing and prospective clients.
- Manage relationships with SME business owners, startup founders, entrepreneurs and corporate clients.
- Handle high-value and key client relationships with professionalism, discretion and maturity.
- Understand clients' businesses, requirements, expectations and concerns.
- Handle leads, enquiries, follow-ups and business development opportunities.
- Meet prospective and existing clients at their offices or other convenient locations.
- Conduct business discussions with SME owners, startup founders, entrepreneurs, senior professionals and corporate decision-makers.
- Understand business requirements and identify suitable YesJay services.
- Identify cross-selling and service-expansion opportunities among existing clients.
- Coordinate quotations and proposals and follow up until closure.
- Communicate professionally regarding scope, pricing and services.
- Coordinate with internal departments for client onboarding and service delivery.
- Handle client complaints and concerns and coordinate timely resolution.
- Maintain regular communication and follow-up with important clients.
- Maintain accurate records of client interactions, meetings, leads and opportunities.
- Track opportunities from enquiry through conversion and ongoing relationship management.
- Collect client feedback and communicate important client insights to management.
- Contribute towards client acquisition, retention, business growth and revenue targets.
Candidate Profile
We are looking for someone who is:
- Well-presented and professionally groomed.
- Confident and comfortable meeting clients face-to-face.
- Comfortable interacting with SME business owners, startup founders, entrepreneurs, HNIs, VIPs, celebrities, senior executives and corporate professionals.
- Able to understand business requirements and have meaningful conversations with business owners.
- Strong in communication, relationship building and interpersonal skills.
- Commercially driven with good sales, negotiation and persuasion abilities.
- Proactive and persistent with follow-ups.
- Mature, discreet and capable of handling confidential client information.
- Strong in coordination, problem-solving and client issue resolution.
- Comfortable managing multiple clients, meetings and requirements simultaneously.
- Comfortable travelling regularly for client meetings and business development.
- Willing to maintain professional business attire and grooming standards during working hours and client meetings.
- Fluent in English, Malayalam and Hindi.
- Willing to learn about accounting, taxation, compliance, financial advisory and professional services.
Qualifications & Experience
- Bachelor's degree in Commerce, Business Administration, Management, Marketing or a related field.
- 2–5 years of relevant experience in Client Relationship Management, Business Development, Sales, Customer Success, Account Management or Professional Services.
- Experience handling SME clients, startup founders, business owners or high-value clients will be highly preferred.
- Experience in CA firms, consulting firms, accounting, taxation, financial services, advisory or other professional services will be an advantage.
- Experience with CRM or business-management software is preferred.
Apply with your updated CV.
Pay: ₹35,000.00 - ₹50,000.00 per month
Work Location: In person
