and ensure timely responses using AI-assisted drafting tools.
Conduct
client calls
to resolve queries, schedule meetings, and provide updates.
Greet and interact with clients during in-person visits or video calls, maintaining a professional image.
Schedule and coordinate meetings, prepare AI-generated agendas, and take follow-up actions.
CRM & Data Management
Maintain and update
client records in CRM
(Zoho, HubSpot, or similar) for accurate tracking.
Use
AI-driven CRM tools
for reminders, follow-ups, and automated client insights.
Generate client status reports and dashboards using AI tools or business intelligence software.
AI-Driven Customer Success
Utilize AI for
email drafting, response suggestions, and chat handling
to improve turnaround time.
Analyze client data to identify trends, upselling opportunities, and potential issues.
Prepare client reports, presentations, and success metrics using
AI analytics tools
.
Customer Experience & Relationship Management
Act as the
primary point of contact
for clients, ensuring their queries are resolved promptly.
Follow up with clients post-meetings to ensure satisfaction and track action points.
Collaborate with sales, operations, and legal teams to deliver an exceptional customer experience.
Required Skills & Qualifications:
Bachelor's degree in Business, Marketing, or related field.
2-5 years of experience in
for email handling, reporting, or CRM automation.
Strong communication skills for client calls and face-to-face meetings.
Proficiency in MS Office, Google Workspace, and CRM platforms (Zoho, HubSpot, Salesforce, etc.).
Job Types: Full-time, Permanent, Fresher
Pay: ?210,657.70 - ?1,005,301.63 per year
Schedule:
Day shift
Fixed shift
Supplemental Pay:
Overtime pay
Performance bonus
Quarterly bonus
Yearly bonus
Work Location: In person
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