Client Relationship Manager

Job Responsibilities: Manage and engage with clients through virtual platforms. Update and maintain clients’ monthly budgets and Analysis of Every month budget. Conduct quarterly financial review meetings. Perform annual reviews of clients’ financial plans. Coordinate with auditors for timely for Clients income tax filing. Identify, address, and fill the gaps in client's Portfolio. Provide prompt responses to client queries on time. Generate referrals from existing clients and convert them into new business. Handle annual subscription renewals for all assigned clients. Required Skills Strong team player with collaborative work ethics. Excellent communication and time-management skills. Strong decision-making, analytical, and critical-thinking abilities. Solution-focused and proactive attitude. Proficiency in MS Excel and web-based tools. Ability to work independently with an innovative mindset. Generic Perks Laptop Health Insurance Non-Generic Perks: Salary credited on the 1st of every month Skill development workshops Work–life balance Toxic-free work environment Clear career growth path Opportunity in a high-growth industry Official mobile phone Separate cabin No overtime