CRM Executive (BD)

Jobaaj Com; Kolkata District; On-site; INR 420,000 - 660,000; Full time

Job summary

Jobaaj Com in Kolkata seeks a Client Relationship Manager to be the primary contact for key accounts. You will understand client requirements and coordinate with internal teams to ensure seamless service delivery.

You will handle proposals, contracts, invoicing, and tax compliance work while supporting business development and renewals. Strong communication, attention to detail, and ability to manage multiple priorities are essential. Experience with Tally/SAP and Advanced Excel is preferred.

Qualifications

• Strong client relationship management and communication skills.
• High attention to detail with ownership and accountability.
• Ability to manage multiple priorities and work under deadlines.
• Professional, client-focused, and collaborative approach.

Responsibilities

• Manage client relationships and act as the primary contact for assigned accounts.
• Understand client requirements and coordinate with internal teams for service delivery.
• Manage proposals, engagement letters, quotations, and client correspondence.
• Drive follow-ups for pending actions, payments, and receivables.
• Support business development, lead conversion, and closure of new engagements.
• Track renewals, contract extensions, and opportunities for retention and growth.
• Maintain order books, calling records, CRM data, and MIS reports.
• Coordinate invoicing, client reviews, and timely resolution of escalated concerns.
• Handle monthly and annual taxation compliance work.

Skills

Client relationship

Communication

Attention to detail

Ownership

Multi-tasking

Tools

Tally/SAP

Advanced Excel

Job description

• Manage client relationships and act as the primary point of contact for assigned accounts.
• Understand client requirements and coordinate with internal teams for seamless service delivery.
• Manage proposals, engagement letters, quotations, and client correspondence.
• Drive client follow-ups for pending actions, payments, and receivables.
• Support business development, lead conversion, and closure of new engagements.
• Track renewals, contract extensions, and opportunities for client retention and growth.
• Maintain accurate order books, calling records, CRM data, and MIS reports.
• Coordinate invoicing, client reviews, and timely resolution of escalated client concerns.
• Handle monthly and annual taxation compliance work.

What We're Looking For

• Strong client relationship management and communication skills.
  Proficiency in Tally/SAP and Advanced Excel.
• High attention to detail with strong ownership and accountability.
• Ability to manage multiple priorities and work effectively under deadlines.
• Professional, client-focused, and collaborative approach.

Preferred Skills

Client Management | Business Development | Communication | Tally | Advanced Excel | Presentation Skills | CRM Tools
Note:Good understanding of taxation (GST, TDS and Income Tax) and hands-on experience with monthly and annual compliance work, such as return filing, reconciliations and due-date tracking.