CRM Executive

A reputed Chartered Accountancy firm committed to delivering excellence in audit, taxation, compliance, and advisory services. To strengthen our client relationship and service delivery, we are looking for a proactive CRM Executive to join their team.

Key Responsibilities:

• Maintain and update client records in CRM systems.

• Act as the first point of contact for client queries and service-related communication.

• Schedule, track, and follow up on client meetings, deadlines, and statutory compliances.

• Coordinate between clients and internal teams (audit, tax, advisory) for seamless service delivery.

• Monitor client satisfaction and provide timely reports to management.

• Assist in developing client engagement strategies and retention initiatives.

• Generate MIS reports and ensure data accuracy.