Senior Relationship Manager - Enterprise

Candidates must be from BFSI OR Fintech OR SaaS domain

*Candidates must be well versed in Advanced Excel*

1. Role Summary

2. Key Responsibilities

1. Client Retention & Renewal (Primary Outcome)

• Ensure

  90% renewal rate

  for all assigned enterprise clients.
• Proactively track renewal timelines and initiate discussions well before expiry.
• Identify renewal risks early and take corrective action.
• Work with internal teams to resolve issues impacting renewal decisions.

2. Continuous Client Engagement

• Maintain

  regular, structured engagement

  with enterprise clients (calls, reviews, check-ins).
• Act as the

  single point of contact

  for assigned clients.
• Build long-term, trust-based relationships with promoters, finance heads, and senior stakeholders.

3. Product Education & Feature Adoption

• Keep clients

  updated on new features, enhancements, and releases

  .
• Educate clients on how new features can improve outcomes from Bankkeeping.
• Encourage deeper product usage to increase stickiness and perceived value.

4. Internal Coordination & Execution

• Coordinate closely with the

  CRM team

  to ensure:
• Accurate client data
• Timely follow-ups
• Proper documentation of interactions
• Liaise with the

  Credit / Execution team

  to:
• Get client work executed smoothly
• Track pending actions
• Escalate delays or issues proactively

5. Client Issue Resolution & Experience Management

• Own and resolve client concerns end-to-end.
• Ensure fast turnaround on queries and service requests.
• Act as the voice of the customer internally.

Work Timings : 09:30 AM - 06:30 PM [Monday to Friday]

10:30 AM - 05:30 PM [1st & 3rd saturdays]