Junior CRM Consultant

Equilibrio Advisory; Mumbai; Remote; INR 350,000 - 520,000; Full time

Job summary

Equilibrio Advisory LLP is seeking a Junior CRM Consultant to manage client relationships, coordinate with internal teams, and ensure delivery aligns with the agreed scope.

You will drive client retention through proactive engagement, identify upsell opportunities across all services, and maintain client data with basic analytics for leadership.

Qualifications

• Graduate degree in any discipline and 2 years of client servicing or similar role.
• Clear, warm and professional English communication; Hindi helpful.
• Comfort with spreadsheets (Excel/Google Sheets) and willingness to learn CRM tools.

Responsibilities

• Client relationship and coordination: be first contact post-onboarding and coordinate scope of work with internal teams.
• Retention and growth: drive retention through proactive engagement and upsell/cross-sell across four verticals.
• Data and reporting: maintain client data, analyze patterns, and report insights to founders.

Skills

Client servicing

English communication

Hindi helpful

Excel

Google Sheets

CRM tools

Organization

Education

Graduate degree (any discipline)

Job description

Job Summary

Junior CRM Consultant

Responsibilities

Client relationship and coordination

• Be the first point of contact for clients once they are onboarded.
• Coordinate with internal team members on each clients scope of work and its execution, so that delivery matches what was agreed.
• Manage client relationships and build a genuine rapport with client contacts over time.

Retention and growth

• Drive client retention through regular, proactive engagement.
• Upsell and cross-sell our services to existing clients, and keep them informed about new services across all four verticals.
• Work closely with the business team to create and implement client retention strategies.

Data and reporting

• Maintain the client database and keep it accurate and current.
• Analyse client data to spot patterns, risks and opportunities.
• Report to the Founders on the client database and the analytics they need.

Requirements

Must have

• A graduate degree in any discipline, and 02 years of experience in client servicing, account management, customer success or a similar role.
• Clear, warm and professional written and spoken communication in English; Hindi is helpful.
• Comfort with spreadsheets and basic data analysis (Excel or Google Sheets), and a willingness to learn CRM tools.
• Strong organisation and follow-through: you track commitments, deadlines and next steps without being chased.
• Discretion. You will handle information about sensitive workplace matters and must treat it with care and strict confidentiality.
• All four verticals: POSHequili, Child Safety at Work, Mental Health at Work, Inclusion at Work.
• Full-time consultant.
• Remote.

Good to have

• Exposure to HR, legal, compliance, psychology or professional services.
• Experience with a CRM platform or a client tracker.
• Interest in workplace safety, mental health, inclusion or child protection.

Qualities we value

• Empathy and patience with clients who may be dealing with difficult situations.
• Curiosity about what a client needs next, before they ask.
• Ownership, and the confidence to raise a concern early.
• Respect for every colleague and client, including the use of stated pronouns.

Confidentiality

Client information, including the existence of an engagement, is confidential. The consultant will be bound by the firms confidentiality and data protection practices, and will not share client details, names or case information outside the firm without clearance.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.