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Job Description
Structured overview of role & requirementsAbout This Role
Manage end-to-end client relationships with NBFC/FinTech clients including onboarding, product adoption, issue resolution, and account expansion.
Coordinate across internal teams (Product, Technology, Sales) and external vendors for seamless client onboarding and sustained client success.
Drive upselling and cross-selling opportunities while maintaining CRM records and preparing performance reports and KPIs.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD
Strong client relationship management and stakeholder escalation management skills.
Experience with client onboarding, implementation, and CRM processes.
Proficiency in MS Excel/Google Sheets for reporting and KPI dashboard preparation.
Ideal Candidate Profile
Experience in FinTech, NBFC, Banking, Lending, or SaaS handling enterprise/B2B clients with focus on client onboarding and product adoption.
Ability to manage multiple client accounts simultaneously with strong coordination and problem-solving skills.
Comfortable owning full client engagement lifecycle from onboarding through retention and expansion, coordinating cross-functional teams and external vendors.