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CDB It Solutions (p) Ltd
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Relationship Manager

Relationship Manager

CDB It Solutions (p) Ltd

2 - 7 years

4 - 8 Lacs

raipur

Posted:3 weeks ago| Platform:

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Skills Required

tally usage customer satisfaction issue resolution account management csat ms office technical support software services crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Client Relationship & Account Management

Serve as the primary point of contact for assigned customers.

Understand clients business processes and Tally usage to suggest best practices.

Maintain regular communication through calls, meetings, and emails.

2. Sales & Revenue Growth

Promote Tally Software Services (TSS) renewals and upgrades.

Identify cross-sell and upsell opportunities for add-ons, modules, or other solutions.

Achieve monthly/quarterly sales and renewal targets.

3. Support Coordination

Coordinate with the technical support team for issue resolution.

Ensure timely follow-up on service requests and keep customers informed.

4. Customer Retention & Engagement

Organise product demos, webinars, or training sessions for customers.

Collect and address customer feedback to improve satisfaction.

Monitor and reduce customer churn.

5. Reporting & Documentation

Maintain detailed records of client interactions in CRM.

Submit periodic sales and activity reports to management.

Key Skills & Competencies

Strong knowledge of TallyPrime and related modules.

Excellent communication and interpersonal skills.

Customer-focused with problem-solving abilities.

Negotiation and sales skills.

Time management and multitasking abilities.

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CDB It Solutions (p) Ltd

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