Client Relationship Management Executive

As a Client Relationship Management Executive at MProfit, you will be responsible for managing and nurturing relationships with an assigned portfolio of clients, ensuring a seamless customer experience throughout their subscription lifecycle.

The role involves driving product adoption, maintaining regular client engagement, understanding customer requirements, coordinating with internal teams for issue resolution, and proactively identifying opportunities to improve customer satisfaction and retention.

You will also be responsible for managing subscription renewals, identifying potential churn risks, and exploring opportunities for upselling and cross-selling. This role requires excellent communication skills, a customer-centric approach and strong ownership of client relationships.

Roles \& Responsibilities

• Account Management: Manage an assigned portfolio of HNI, UHNI and Family Office clients, building strong and long-term relationships.
• Product Adoption: Drive product adoption by educating clients about relevant features, new capabilities and best practices to maximize product utilization.
• Client Engagement: Ensure consistent client engagement through proactive calls, periodic check-ins and regular follow-ups.
• Customer Success: Understand client requirements, identify gaps in product usage and recommend suitable solutions to enhance their overall experience.
• Support Coordination: Coordinate with internal teams, including Support, Product and Data Integration, to ensure timely resolution of client queries and escalations.
• Churn Prevention \& Retention: Proactively identify dissatisfied or disengaged clients, address concerns and implement appropriate retention strategies to minimize churn.
• Renewal Management: Own and drive subscription renewals for the assigned portfolio, ensuring timely follow-ups and maximum renewal conversions.
• Account Growth: Identify opportunities for upselling and cross-selling relevant products, plans and services based on client requirements.
• Reporting: Maintain records of client interactions, engagement activities, renewal status and feedback, and share regular updates with management.

Requirements \& Qualifications

• Bachelor's degree in Commerce, Finance, Business Administration, or any related field.
• 0–2 years of experience in Customer Success, Client Relationship Management, Account Management, or similar roles. Freshers with the right aptitude and communication skills are welcome.
• Excellent verbal communication skills and confidence in interacting with HNI, UHNI, and senior-level clients.
• Strong interpersonal skills with the ability to build relationships and engage professionally with clients.
• Customer-centric mindset with a keen interest in understanding client requirements and improving their experience.
• Good follow-up, coordination, and organizational skills.
• Proactive approach towards problem-solving, client engagement and resolving customer concerns.
• Ability and willingness to learn financial products, technology platforms and investment portfolio management.
• Basic proficiency in MS Office, Excel and business communication tools. Preferred: Prior exposure to customer-facing roles, sales, financial services, fintech or SaaSproducts would be an added advantage.

Application Question(s)

• How many years of work experience do you have?
• Do you have prior experience in a client-facing role?
• What is your current CTC (in LPA)? (Enter 0 if you are a fresher.)
• How would you rate your verbal communication skills on a scale of 1–10? (1 being the lowest and 10 being the highest.)

Work Location

In person