Company Description Yesjay Associates Official is a Kerala-based Chartered Accountancy firm that provides financial, legal, and management consultancy services to startups, SMEs, and corporate clients. The firm offers Virtual CFO solutions, internal audit, tax compliance, and business valuation services tailored to support diverse business needs. Its expertise also includes fundraising support to help organizations drive sustainable growth.

By focusing on compliance, operational efficiency, and strategic advisory, Yesjay Associates Official positions itself as a trusted partner for businesses at various stages of development.

Role Description The Customer Relationship Management Manager is a full-time, on-site role based in Aluva. This role is responsible for managing client relationships across startups, SMEs, and corporate accounts, ensuring a consistent, high-quality client experience. Day-to-day tasks include overseeing CRM systems, tracking client interactions, identifying cross-selling and up-selling opportunities, and coordinating follow-ups to maintain strong engagement.

The Manager will collaborate with consulting, finance, and operations teams to align client needs with service offerings, prepare client reports, and support retention strategies. The role also involves segmenting the client base, monitoring feedback,



resolving issues promptly, and contributing to process improvements that enhance client satisfaction and loyalty.

Qualifications

- Candidates should possess robust Analytical Skills to interpret client data, identify trends, and support data-driven decision-making.
- Candidates should possess excellent Communication skills to manage client interactions, present solutions clearly, and collaborate with internal teams.
- Candidates should possess Sales skills to identify opportunities within existing accounts and support relationship-based business growth.
- Candidates should possess Market Segmentation skills to categorize clients effectively and tailor engagement strategies.
- Candidates should possess Project Management skills to coordinate CRM initiatives, manage timelines, and ensure consistent delivery of client services.
- Experience working with CRM tools or platforms and proficiency in MS Office (especially Excel and PowerPoint) are beneficial.
- A bachelor’s degree in Business, Finance, Marketing, or a related field is preferred; experience in professional services or consulting is an advantage.

- Ability to work collaboratively, maintain confidentiality, and demonstrate a client-focused mindset is essential.

📌 Customer Relationship Management Manager (Aluva)
🏢 Yesjay Associates Official
📍 Aluva