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Client Relationship Manager

1 years

1 - 2 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We’re Hiring – Customer Relationship Manager

Location: Bhilai, Chhattisgarh

Firm: MYFINTAX (Chartered Accountants)

Experience: 1–3 Years in CRM, or Client Servicing

CTC: ₹1.80 – ₹2.40 LPA (Performance-based incentives applicable)

About Us:

MYFINTAX is a growing CA firm based in Bhilai offering professional services in Income Tax, GST, ROC Compliance, Business Registrations, Advisory, and more. We’re now expanding our client base and looking for a motivated individual to handle lead nurturing and conversion.

Role Overview:

We are looking for a Leads Conversion Specialist to manage inbound leads, follow up with potential clients, and convert them into active customers. This is an ideal role for someone with a passion for sales, communication, and client relationship management in a financial services environment.

Key Responsibilities:

  • Handle and follow up on leads received via website, social media, WhatsApp, and referrals
  • Call potential clients, explain services, and understand their requirements
  • Convert leads into confirmed business deals through follow-ups and consultations
  • Maintain and update lead database (CRM or Excel-based)
  • Coordinate with internal teams (tax, accounts, legal) for service delivery post-conversion
  • Ensure smooth onboarding and client satisfaction during the initial service phase
  • Share reports and updates on lead status, conversion ratios, and revenue generated

Who Should Apply:

  • Graduate in any stream (MBA preferred)
  • 1–3 years of experience in sales, telecalling, CRM, or client onboarding
  • Good verbal & written communication skills in Hindi and English
  • Basic understanding of tax and financial services (preferred but not mandatory)
  • Self-motivated, target-driven, and organized with strong follow-up skills
  • Comfortable working in a fast-paced, professional office environment

What We Offer:

  • Competitive salary + attractive incentive structure
  • Exposure to financial, tax, and compliance services
  • Work directly with partners and senior management
  • Career growth into business development or client servicing roles
  • Supportive and performance-driven culture

Apply Now:

Email: support@myfintax.in

Contact: +91-79870-97288

Or DM us to know more!

Job Types: Full-time, Permanent

Pay: ₹180,000.00 - ₹240,000.00 per year

Language:

  • English (Preferred)

Work Location: In person

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