Client Relationship Manager

Job Responsibilities

• Manage and engage with clients through virtual platforms.
• Update and maintain clients’ monthly budgets and perform detailed monthly budget analysis.
• Conduct quarterly financial review meetings with clients.
• Perform annual reviews of clients’ financial plans.
• Coordinate with auditors to ensure timely filing of clients’ income tax returns.
• Identify gaps in clients’ portfolios and recommend suitable improvements.
• Provide prompt and professional responses to client queries.
• Generate referrals from existing clients and convert them into new business.
• Manage annual subscription renewals for assigned clients.

Required Skills

• Fluent in English communication (verbal and written).
• Strong team player with a collaborative work ethic.
• Excellent time-management and organisational skills.
• Strong decision-making, analytical and critical-thinking abilities.
• Solution-oriented and proactive attitude.
• Proficiency in MS Excel and web-based tools.
• Ability to work independently with an innovative mindset.

Perks & Benefits

Standard Benefits

• Official laptop
• Official mobile phone

Additional Benefits

• Professional, non-sales job profile with no sales pressure
• Virtual client meetings only (no field work required)
• High career growth potential
• Salary credited on the 1st of every month
• Skill development workshops and training programs
• Healthy work–life balance
• Positive and toxic-free work environment
• Clear career progression path
• Opportunity to work in a high-growth industry
• Separate cabin
• No overtime culture
• Weekly off on Mondays