Client Relationship Officer

Advantage One Tax Consulting (AO Tax); Hyderabad; On-site; INR 300,000 - 420,000; Full time

Job summary

Advantage One Tax Consulting (AO Tax) seeks an energetic associate to manage client relationships via phone, resolve issues, and contribute to revenue through upselling relevant services. You will handle voice processes and maintain CRM records in a fast-paced financial services environment.

The role requires strong communication skills and the ability to resolve complex customer queries with professionalism, contributing to high customer satisfaction in Hyderabad.

Qualifications

• 0-3 years of experience in a similar role within the financial services industry.
• Excellent communication skills with ability to handle complex queries over the phone.
• Proficiency in processing voice processes, including call handling and resolution techniques.

Responsibilities

• Manage client relationships through effective communication, ensuring high levels of customer satisfaction.
• Process voice calls from clients, resolving issues promptly and efficiently.
• Identify opportunities to upsell/cross-sell relevant products or services to existing clients.
• Maintain accurate records of all interactions with clients using CRM software.

Skills

Communication skills

Phone handling

CRM knowledge

Tools

CRM software

Job description

Roles and Responsibilities :

• Manage client relationships through effective communication, ensuring high levels of customer satisfaction.
• Process voice calls from clients, resolving issues promptly and efficiently.
• Identify opportunities to upsell/cross-sell relevant products or services to existing clients.
• Maintain accurate records of all interactions with clients using CRM software.

Job Requirements :

• 0-3 years of experience in a similar role within the financial services industry.
• Excellent communication skills with ability to handle complex queries over the phone.
• Proficiency in processing voice processes, including call handling and resolution techniques.