- 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 cooperative 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.

📌 CRM Executive (BD) (Kolkata)
🏢 Jobaaj.com
📍 Kolkata