Assistant Manager CRM (Client Relationship Management)

Tax Connect Advisory; Kolkata; On-site; INR 300,000 - 500,000; Full time

Job summary

Tax Connect Advisory in Kolkata seeks an experienced individual to oversee client management and deliver high standards of satisfaction. The role requires drafting engagement letters, managing proposals, and executing corporate events. An ideal candidate will have experience in client servicing, strong communication and organizational skills, and proficiency in MS Office and CRM tools. Attention to detail is crucial in ensuring effective delivery.

Qualifications

• Prior experience in client servicing or CRM.
• Strong attention to detail and proficiency in MS Office and CRM tools.

Responsibilities

• Oversee client management and ensure high standards of client satisfaction.
• Draft and manage engagement letters, proposals, and presentations for clients.
• Maintain order books and MIS reports.
• Plan and execute corporate events and client interactions.

Skills

Client management

Excellent communication

Organizational skills

Proficiency in MS Office

CRM tools

Attention to detail

Job description

Responsibilities

• Oversee Client Management & ensure high standards of client satisfaction
• Draft & manage engagement letters, proposals, presentations for clients
• Maintain order books, MIS reports
• Plan, execute corporate events, client interactions, giftings

Required Candidate Profile

• Prior experience in client servicing or CRM
• Excellent communication, presentation, organizational skills.
• Strong attention to detail, proficiency in MS Office & CRM tools
• Prior Exp in Consulting