Client Relationship Executive

Company Description Taxmantra Global (TMG) is an award-winning global firm that provides cross-border corporate services to businesses worldwide. The firm focuses on practical, actionable solutions across areas such as global expansion, cross-border accounting, tax and regulatory support, transaction advisory, investment banking, corporate governance, financial control, and CFO services. TMG emphasizes a founders-first approach, combining stability, deep expertise, and a global perspective to help organizations navigate complex regulatory landscapes. The company positions itself as a strategic partner in global business growth, supporting changemakers with timely and tailored services.
Role Description The Client Relationship Executive is a full-time, on-site role based in the Greater Kolkata Area. This role is responsible for managing and nurturing relationships with existing and prospective clients, serving as a primary point of contact for inquiries, updates, and service-related issues. Day-to-day activities include coordinating with internal teams to ensure timely delivery of services, monitoring client satisfaction, and identifying opportunities to expand service offerings. The Client Relationship Executive will prepare client reports, follow up on agreements and renewals, support onboarding processes, and maintain accurate records in CRM or similar tools. The role also involves participating in client meetings, gathering feedback, and contributing to process improvements that enhance client experience.
Qualifications
Candidates should possess strong Business Relationship Management and Account Management skills to oversee client portfolios and ensure high service standards.
Candidates should possess solid Client Relations and Relationship Building skills to maintain trust, manage expectations, and support long-term partnerships.
Candidates should possess excellent Communication skills, including clear written and verbal communication, and the ability to collaborate effectively with clients and internal teams.
Candidates should possess skills in client needs assessment and problem-solving, with the ability to identify issues and coordinate resolutions promptly.
Relevant experience in professional services, consulting, financial services, or corporate advisory environments is beneficial.
Strong organizational and time-management skills, with proficiency in CRM tools and MS Office (Excel, PowerPoint, Word).
Bachelor’s degree in Business, Finance, Commerce, or a related field is preferred; equivalent practical experience will be considered.
Ability to work on-site in the Greater Kolkata Area, with a client-centric attitude and a high level of professionalism and integrity.

Work arrangement
No