ABOUT TAXMANTRA GLOBAL:

Taxmantra Global (TMG) is an award-winning global firm specialising in cross-border corporate services, providing tailored solutions to businesses worldwide. Our expertise spans Global Expansion, Cross-Border Accounting & Tax, Transaction Advisory, and CFO Suite services. We help businesses navigate complex regulatory and financial challenges while enabling sustainable growth in a constantly evolving global economy.

### About the Role

We are looking for a proactive and customer-focused CRM Executive to manage client relationships, handle client communication, and ensure a smooth and positive client experience. The ideal candidate should have strong communication, follow-up, coordination, and relationship-management skills.

### Key Responsibilities

* Manage and maintain solid relationships with existing and prospective clients.

* Handle client queries, concerns, and requests through calls, emails, and other communication channels.

* Conduct regular follow-ups with clients and ensure timely responses.

* Coordinate with internal teams to resolve client requirements and issues.

* Maintain and update client information, interactions, and follow-up records in the CRM system.

* Track leads, follow-ups, client requirements, and conversions.

* Ensure timely communication with clients regarding services, updates, and requirements.





* Collect client feedback and coordinate with relevant teams for necessary action.

* Prepare regular reports related to client interactions, follow-ups, and lead status.

* Identify opportunities for client retention, upselling, and cross-selling.

* Ensure a high level of client satisfaction and professional communication at all times.

### Required Skills

* Excellent verbal and written communication skills.

* Strong interpersonal and relationship-management skills.

* Good follow-up and coordination abilities.

* Strong organizational and time-management skills.

* Proficiency in MS Excel/Google Sheets and basic CRM software.

* Ability to handle multiple clients and tasks simultaneously.

* Problem-solving and customer-oriented approach.

* Ability to work independently as well as collaboratively with internal teams.

### Qualification

*Bachelor's degree in any discipline.*

### Preferred Experience

Candidates with experience in *CRM, Client Servicing, Customer Relationship Management, Business Development, Sales Support, or Account Management* will be preferred.

### What Were Looking For

* Professional and confident communication.

* Strong ownership and accountability.

* Positive attitude and willingness to learn.

* Ability to build long-term client relationships.

* Strong attention to detail and follow-up discipline.

📌 Client Relationship Executive (Kolkata)
🏢 TM Solutions
📍 Kolkata