Team Leader -Client Servicing-Field Sales- Kolkata

Tradeindia; Baranagar, Howrah, Kolkata District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Tradeindia is seeking an Area/ Territory Manager to oversee client relationships, drive renewals, and lead a team in expanding account value across designated markets. The role emphasizes proactive client engagement, upsell strategies, and cross-functional collaboration to meet revenue targets.

The ideal candidate will have Graduation and 4–7 years of relevant experience in client servicing and sales, with strong CRM and analytics skills to monitor performance and client satisfaction.

Qualifications

• Graduation is required.
• 4–7 years of experience in client servicing and sales.
• Strong focus on renewals, upselling, and client engagement.

Responsibilities

• Build and maintain long-term relationships with key clients.
• Drive renewals and minimize churn through proactive engagement.
• Handle escalations and provide quick solutions to client concerns.
• Share product updates and best practices to keep clients engaged.
• Identify opportunities for upsell and cross-sell to maximize revenue.
• Develop account growth plans for key clients and long-term potential.

Skills

Client relationship management

Renewals & retention

Upselling & cross-selling

Team leadership

CRM proficiency

Reporting & analytics

Education

Graduation

Tools

CRM systems

MS Excel

Data analytics tools

Job description

Or Designation Area Manager/ Territory Manager / Sr. Territory Manager / District Manager / Sr. District Manager

Experience Required (4-7) years

Education Required : Graduation

Roles and responsibilities

Client Servicing & Retention

• Build and maintain long-term relationships with key clients to ensure satisfaction and loyalty.
  
• Proactively drive renewals and minimize churn through regular client engagement.
  
• Handle escalations and provide solutions to client concerns quickly and effectively.
  
• Share product/service updates, enhancements, and best practices to keep clients engaged.
  
• Identify opportunities for upselling and cross-selling to maximize client value and revenue.
  
• Develop account growth plans for key clients to maximize long-term business potential.
  

Sales Growth & Strategy

• Plan and achieve sales and renewal targets within stipulated timelines.
  
• Create strategies to increase account penetration in existing clients and identify new opportunities in untapped markets.
  
• Ensure team members follow structured processes for renewals, upselling, and client engagement.
  
• Represent the company in client meetings, reviews, and industry interactions.
  

Team Leadership & Development

• Lead, motivate, and guide the assigned team to consistently meet business objectives.
  
• Monitor team performance through a regular tracking system and provide coaching where required.
  
• Conduct regular training sessions to enhance sales and client servicing skills.
  
• Foster a culture of accountability, collaboration, and client-first attitude within the team.
  
• Support team members in client interactions and help close critical renewals or upsell deals.
  

Monitoring & Reporting

• Prepare and review daily/weekly/monthly reports on team activities, client renewals, and sales performance.
  
• Track key metrics such as retention rates, upsell conversions, and client satisfaction scores.
  
• Provide timely feedback to senior management on performance and client feedback.
  
• Maintain accurate records in CRM systems for all client interactions and renewal pipelines.
  

Additional Expectations

• Stay updated with industry developments and market trends to guide the team and clients effectively.
  
• Collaborate with internal teams (support, operations, and product) to improve service offerings.
  
• Take ownership of key accounts and ensure delivery of consistent value.
  
• Drive continuous improvement by suggesting new processes and initiatives for client retention and servicing.
  
• Perform any other role or responsibility as assigned from time to time.